GRANDVIEW FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GRANDVIEW FOUNDATION (EIN 31-1649591)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201303169349301750
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T08:28:07-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310210560 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATTELLE & BATTELLE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 WEST DOROTHY LANE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311649591 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRANDVIEW FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GRAN | NameControl |
| Phone | 9377233358 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GRAND AVENUE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45405 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KELLY FACKEL | Name |
| Title | VP OF DEVELOPMENT | Title |
| Phone | 9377233358 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN O CRIM | Name |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KELLY FACKEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GRAND AVENUE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13599333 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GRANDVIEWFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION WILL BE COMMITTED TO EDUCATION THAT SUPPORTS THE UNIQUE OSTEOPATHIC APPROACH TO HEALTHCARE, CONSISTENT WITH THE LEGACY OF ADVENTIST HEALTHCARE; THE DELIVERY OF HIGH QUALITY MEDICAL SERVICES TO IMPROVE THE LIVES OF THE PEOPLE OF OUR COMMUNITY; AND RESEARCH TO PROMOTE THESE AREAS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 979905 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1025383 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -264006 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1264507 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -14440 | OtherRevenuePriorYear |
| Other Revenue Current Year | 401 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 701459 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2290291 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1378665 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2216464 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 314480 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 305750 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 69359 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 55068 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 298880 | OtherExpensePriorYear |
| Other Expenses Current Year | 315736 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2061384 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2837950 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1359925 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -547659 | RevenuesLessExpensesCY |
| Total Assets BOY | 25864852 | TotalAssetsBOY |
| Total Assets EOY | 26855833 | TotalAssetsEOY |
| Total Liabilities BOY | 897518 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 339690 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24967334 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26516143 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE GRANDVIEW FOUNDATION OPERATES FOR THE BENEFIT AND SUPPORT OF GRADUATE OSTEOPATHIC MEDICAL EDUCATION AND IS DEDICATED TO RAISING FUNDS FOR PROGRAMS, EQUIPMENT, AND FACILITIES THAT IMPROVE THE QUALITY OF HEALTHCARE PROVIDED AT GRANDVIEW AND SOUTHVIEW HOSPITALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2469523 | Expense |
| Grants | 2216464 | Grants |
| Description | THE FOUNDATION SUPPORTS ADVANCED OSTEOPATHIC MEDICAL GRADUATE TRAINING AT GRANDVIEW AND SOUTHVIEW HOSPITALS, ENSURING THE CONTINUED PRACTICE OF THE OSTEOPATHIC APPROACH TO MEDICINE. THE FOUNDATION ALSO SUPPORTS PROGRAMS THAT PROMOTE HEALTHCARE AND WELLNESS EDUCATION TO THOSE IN THE COMMUNITY WHO ARE IN NEED. THE FOUNDATION IS A MAJOR CONTRIBUTOR TO THE CASSANO HEALTH CENTER. | Description |
| Total Program Service Expense | 2469523 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMMY KARL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9377233358 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GRAND AVENUE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45405 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KENNETH PUGAR | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| RICHARD HAAS | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOHN SEFTON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| TODD ANDERSON | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| H BRENT BAMBERGER | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| GERRY CHADWICK | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| HOWARD DRENTH | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| MICHAEL ELROD | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| MARK FORNES | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| PERCY FRASIER | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| RICHARD GUMP | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| TERESA HUBER | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| FRED MANCHUR | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| WILLIAM MEYERS | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| CAROLINE PETERSON | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| MARY RIECK | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| GREGGORY VOLK | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| RUSS WETHERELL | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| KELLY FACKEL | ||||||
| VP DEVELOPMENT/SECRETARY | 40.00 | X | 0 | 155895 | 26708 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 155895 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 26708 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 125139 | FundraisingEvents |
| All Other Contributions | 900244 | AllOtherContributions |
| Total Contributions | 1025383 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 348192 | TotalRevenueColumn |
| Exclusion | $348,192 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12193258 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11276943 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 916315 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 916315 | TotalRevenueColumn |
| Exclusion | $916,315 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 32500 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 125139 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 32099 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 401 | TotalRevenueColumn |
| Exclusion | $401 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2290291 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,264,908 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2216464 | Total |
| Program Services | 2216464 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182603 | Total |
| Program Services | 54781 | ProgramServices |
| Management And General | 91302 | ManagementAndGeneral |
| Fundraising | 36520 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123147 | Total |
| Program Services | 98517 | ProgramServices |
| Management And General | 12315 | ManagementAndGeneral |
| Fundraising | 12315 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118725 | Total |
| Program Services | 77171 | ProgramServices |
| Management And General | 41554 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17000 | Total |
| Management And General | 17000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145310 | Total |
| Management And General | 145310 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5446 | Total |
| Program Services | 4357 | ProgramServices |
| Management And General | 545 | ManagementAndGeneral |
| Fundraising | 544 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137 | Total |
| Fundraising | 137 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2322 | Total |
| Program Services | 1858 | ProgramServices |
| Management And General | 232 | ManagementAndGeneral |
| Fundraising | 232 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1769 | Total |
| Program Services | 1415 | ProgramServices |
| Management And General | 177 | ManagementAndGeneral |
| Fundraising | 177 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202 | Total |
| Program Services | 162 | ProgramServices |
| Management And General | 20 | ManagementAndGeneral |
| Fundraising | 20 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3829 | Total |
| Program Services | 3063 | ProgramServices |
| Management And General | 383 | ManagementAndGeneral |
| Fundraising | 383 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 15173 | 7076 | 3938 | 4159 |
| HOSPITALITY | 5478 | 4383 | 548 | 547 |
| MEMBERSHIP | 345 | 276 | 35 | 34 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2837950 | Total |
| Program Services | 2469523 | ProgramServices |
| Management And General | 313359 | ManagementAndGeneral |
| Fundraising | 55068 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 367143 | BOY |
| EOY | 209815 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 613990 | BOY |
| EOY | 454591 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 4542 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19147418 | BOY |
| EOY | 20982066 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5736301 | BOY |
| EOY | 5204819 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25864852 | BOY |
| EOY | 26855833 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 897518 | BOY |
| EOY | 339690 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 897518 | BOY |
| EOY | 339690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20847693 | BOY |
| EOY | 23232936 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4119641 | BOY |
| EOY | 3283207 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24967334 | BOY |
| EOY | 26516143 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25864852 | BOY |
| EOY | 26855833 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -547659 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2096468 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| DAYTON OSTEOPATHIC HOSPITAL | |||||
| 310564121 | HOSPITAL | 1 | 1 | 1 | $2,216,464 |
| KETTERING MEDICAL CENTER | |||||
| 310621866 | HOSPITAL | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 2216464 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5148181 | BeginningOfYearBalance |
| Contributions | 1563196 | Contributions |
| Other Expenditures | 2167685 | OtherExpenditures |
| End Of Year Balance | 4543692 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5156476 | BeginningOfYearBalance |
| Contributions | 1524412 | Contributions |
| Other Expenditures | 1532707 | OtherExpenditures |
| End Of Year Balance | 5148181 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5075735 | BeginningOfYearBalance |
| Contributions | 1648220 | Contributions |
| Other Expenditures | 1567479 | OtherExpenditures |
| End Of Year Balance | 5156476 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4185410 | BeginningOfYearBalance |
| Contributions | 3611427 | Contributions |
| Other Expenditures | 2721102 | OtherExpenditures |
| End Of Year Balance | 5075735 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3548042 | BeginningOfYearBalance |
| Contributions | 1084930 | Contributions |
| Other Expenditures | 447562 | OtherExpenditures |
| End Of Year Balance | 4185410 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.27740 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.72260 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 5204819 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5204819 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4386759 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2096468 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2096468 | RevenueNotRptdF990 |
| Revenue Subtotal | 2290291 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2290291 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2837950 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2837950 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2837950 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | USES OF THE ENDOWMENT FUNDS ARE FOR SPECIFIC PROGRAMS THAT HAVE APPLIED FOR AND RECEIVED GRANT FUNDS OR HAVE COLLECTED FUNDS FROM THE COMMUNITY TO BE USED FOR THAT SPECIFIC FUND'S MEDICAL PROGRAM. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | FOOTNOTE FROM AUDITED FINANCIAL STATEMENTS FOR DECEMBER 31, 2012: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX AS A FOUNDATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FURTHER, THE FOUNDATION IS A SUPPORTING FOUNDATION DESCRIBED IN SECTION 509(A)(3) AND IS CLASSIFIED AS A TYPE I SUPPORTING FOUNDATION. HOWEVER, IF APPLICABLE, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. WITH FEW EXCEPTIONS, THE FOUNDATION'S FEDERAL INFORMATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2009. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 5204819 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 5204819 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 5204819 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | EAGLE SEEKERS GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 157639 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 125139 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 32500 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 18144 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 3420 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 5267 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 5268 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 157639 | GrossReceiptsTotal |
| Charitable Contributions Total | 125139 | CharitableContributionsTotal |
| Gross Revenue Total Events | 32500 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 18144 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 3420 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 5267 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 5268 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 32099 | DirectExpenseSummaryEvents |
| Net Income Summary | 401 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAYTON OSTEOPATHIC HOSPITAL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GRAND AVE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 310564121 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 2216464 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 2 | Identifier |
| Explanation | AS A TAX EXEMPT 501(C)(3) ORGANIZATION, THE FOUNDATION MAKES ALL GRANTS TO DAYTON OSTEOPATHIC HOSPITAL DBA GRANDVIEW HOSPITAL. INTERNAL RECORDS DOCUMENT DONOR INTENT FOR FUND DISTRIBUTION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KELLY FACKEL | NamePerson |
| Title | VP DEVELOPMENT/SECRETARY | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 154580 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 1315 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 13687 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 13021 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 182603 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST STATEMENT IS UPDATED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF CEO'S, EXECUTIVE DIRECTORS, OFFICERS, AND KEY EMPLOYEES IS TO HAVE AN INDEPENDENT BOARD APPROVE THE COMPENSATION. THE COMPENSATION IS DETERMINED TO BE REASONABLE COMPARED TO INDEPENDENT COMPARABILITY DATA. THE APPROVAL OF THE AMOUNT IS DOCUMENTED IN THE MINUTES WITHIN THE APPROPRIATE TIMEFRAME. AT YEAR END, THE ORGANIZATION REVIEWS EXECUTIVE COMPENSATION BY COMPARING THE AMOUNTS APPROVED TO THE AMOUNTS THAT HAVE BEEN PAID. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAYTON OSTEOPATHIC HOSPITAL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 GRAND AVE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310564121 | EIN |
| Primary Activities | HOSPITAL | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | HOSPITAL | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAYTON OSTEOPATHIC HOSPITAL DBA GRANDVIEW HOSPITAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 2216464 | AmountInvolved |