BRADLEY HOSPITAL FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BRADLEY HOSPITAL FOUNDATION (EIN 05-0500688)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201342269349303559
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T13:38:16-07:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Financial Center 60 South Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050500688 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bradley Hospital Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRAD | NameControl |
| Phone | 4014446500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 Point Street | AddressLine1 |
| City | Providence | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary A Wakefield | Name |
| Title | EVP & CFO | Title |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179881000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Daniel J Wall | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 Point Street | AddressLine1 |
| City | Providence | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1012624 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lifespan.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | To engage in philanthropic activities to support the mission & purposes of EPBH, which are to provide a range of family-focused high quality health care to infants, children & young adults with emotional disorders & developmental disabilities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 919820 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 921073 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5469 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19447 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -69325 | OtherRevenuePriorYear |
| Other Revenue Current Year | -61785 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 855964 | TotalRevenuePriorYear |
| Total Revenue Current Year | 878735 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 943738 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1155642 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 206345 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 241110 | OtherExpensePriorYear |
| Other Expenses Current Year | 212647 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1184848 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1368289 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -328884 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -489554 | RevenuesLessExpensesCY |
| Total Assets BOY | 954205 | TotalAssetsBOY |
| Total Assets EOY | 487469 | TotalAssetsEOY |
| Total Liabilities BOY | 9630 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34303 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 944575 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 453166 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To engage in philanthropic activities to support the mission & purposes of EPBH, which are to provide a range of family-focused high quality health care to infants, children & young adults with emotional disorders & developmental disabilities. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 436559 | Expense |
| Grants | 436559 | Grants |
| Description | Through the development and administration of philanthropic activities, the Bradley Hospital Foundation is able to transfer various funds raised to Bradley Hospital to support its operating activities, which in turn benefit the Rhode Island community. For example, $79,172 was used for general support of the Developmental Disability Genetic Research Program. Another $67,263 was transferred for technology purchases that include:computers, cameras, scanners and printers for the Intensive Behavioral Treatment Program. Also, $55,871 was provided in support of the Pediatric Mood Imaging Neuro Development program (PediMIND), which uses brain imaging techniques, including magnetic resonance imaging (MRI), behavioral measures, and genetic analyses to identify biological and behavioral markers (scans and tests) of psychiatric illness, including bipolar disorder, in children and adolescents. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 414083 | Expense |
| Grants | 414083 | Grants |
| Description | The Foundation's Capital Campaign helps defray Bradley Hospital's cost of expansion, construction, renovation, equipping and furnishing of a major two-story addition to its patient care/residential school facilities, as well as the renovation of existing space to expand Bradley Hospital's partial, residential, school and outpatient programs and its research studies. The new Bradley Hospital building, which opened 4/1/09, is helping to meet the rising demand for child and adolescent mental health services and enhance the overall quality of care for children and their families. It has been designed to be a modern, state-of-the-art facility consisting of 60 private rooms that also provides a comfortable child-focused atmosphere that is essential to the care and therapy of patients. The redesign allows Bradley Hospital staff to better monitor and respond more quickly to patients and their needs. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 155000 | Expense |
| Grants | 155000 | Grants |
| Description | Major philanthropic activity in support of Bradley Hospital's Communication, Occupational and Sensory Treatment (COAST) Clinic, totaling $150,000 in fiscal year 2012. This program is for children and adolescents with a co-occurring sensory processing disorder which impairs speech and language. This program focuses on the disorder's impact on home and community functioning, and targets those who require further exploration of how their sensory processing systems impact their speech, language and practical life skills in the home and community settings.Additionally, Bradley Hospital Foundation transferred $5,000 to The Miriam Hospital in support of its Parenting Matters program, a program that provides parents and caregivers the tools to help them raise happy, healthy children. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 150000 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 150000 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1155642 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mary A Wakefield | NamePerson |
| Telephone Number | 4014447093 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 Point Street | AddressLine1 |
| City | Providence | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Kenneth W Washburn | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Gary Serby | |||||||
| Trustee | 0.00 | X | 0 | 0 | 0 | ||
| Thomas H Quill Jr | |||||||
| Trustee | 2.50 | X | 0 | 0 | 0 | ||
| Carol A Peterson | |||||||
| CoVice Chairman | 2.00 | X | 0 | 0 | 0 | X | |
| Stephen O Meredith | |||||||
| CoVice Chairman | 2.00 | X | 0 | 0 | 0 | X | |
| Jozy Mainelli | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Bruce Leonard | |||||||
| Trustee | 1.40 | X | 0 | 0 | 0 | ||
| David Kohlhammer | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Patrick J Kennedy | |||||||
| Trustee | 0.50 | X | 0 | 0 | 0 | ||
| Jeffrey Hirsh | |||||||
| Trustee | 4.00 | X | 0 | 0 | 0 | ||
| Donald P Galamaga | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Gregory K Fritz MD | |||||||
| Trustee | 2.50 | X | 0 | 293734 | 33279 | ||
| Patricia J FlanaganMD | |||||||
| Trustee | 1.50 | X | 0 | 224853 | 34779 | ||
| Lynne Barry Dolan | |||||||
| Trustee | 1.50 | X | 0 | 0 | 0 | ||
| David A Brown | |||||||
| Chairman | 4.00 | X | 0 | 0 | 0 | X | |
| Charles H Boisseau | |||||||
| Secretary | 8.00 | X | 0 | 0 | 0 | X | |
| Michael J Benes | |||||||
| Trustee | 2.50 | X | 0 | 0 | 0 | ||
| Jonathan A Barnes | |||||||
| Treasurer | 2.50 | X | 0 | 0 | 0 | X | |
| Daniel J Wall | |||||||
| President | 10.00 | 0 | 508720 | 31131 | X | ||
| Mary A Wakefield | |||||||
| EVP & CFO | 1.00 | 0 | 677833 | 101701 | X | ||
| Mark T Cummings | |||||||
| Sr. VP of Development | 2.00 | 0 | 378632 | 69678 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 2083772 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 270568 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 117670 | FundraisingEvents |
| All Other Contributions | 803403 | AllOtherContributions |
| Noncash Contributions | 79 | NoncashContributions |
| Total Contributions | 921073 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3821 | TotalRevenueColumn |
| Exclusion | $3,821 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53950 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38324 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15626 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15626 | TotalRevenueColumn |
| Exclusion | $15,626 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 33780 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 117670 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 95565 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -61785 | TotalRevenueColumn |
| Exclusion | -$61,785 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 878735 | TotalRevenueColumn |
| Exclusion | -$42,338 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1155642 | Total |
| Program Services | 1155642 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Uncollectible pledges | 45 | 45 | |
| Gifts in kind | 1225 | 1225 | |
| Other expenses | 6302 | 6302 | |
| Svcs purchased from Lifespan | 205075 | 205075 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1368289 | Total |
| Program Services | 1155642 | ProgramServices |
| Management And General | 6302 | ManagementAndGeneral |
| Fundraising | 206345 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5013 | BOY |
| EOY | 11012 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 670421 | BOY |
| EOY | 199202 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2344 | BOY |
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101465 | BOY |
| EOY | 99361 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51956 | BOY |
| EOY | 47333 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123006 | BOY |
| EOY | 130561 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 954205 | BOY |
| EOY | 487469 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7387 | BOY |
| EOY | 14082 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2243 | BOY |
| EOY | 20221 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9630 | BOY |
| EOY | 34303 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195182 | BOY |
| EOY | 197233 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 749393 | BOY |
| EOY | 255933 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 944575 | BOY |
| EOY | 453166 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 954205 | BOY |
| EOY | 487469 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -489554 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1855 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2145676 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1923617 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 498504 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 919820 | CurrentTaxYearMinus1Year |
| Current Tax Year | 921073 | CurrentTaxYear |
| Total | 6408690 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2145676 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1923617 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 498504 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 919820 | CurrentTaxYearMinus1Year |
| Current Tax Year | 921073 | CurrentTaxYear |
| Total | 6408690 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2070119 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4338571 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25001 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11187 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2467 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2768 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3821 | CurrentTaxYear |
| Total | 45244 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6453934 | TotalSupport |
| Public Support Pertcentage170 | 0.67220 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65250 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 157779 | BeginningOfYearBalance |
| Contributions | 1465560 | Contributions |
| Investment Earnings Or Losses | 20124 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1150642 | GrantsOrScholarships |
| Other Expenditures | 326784 | OtherExpenditures |
| Administrative Expenses | 5483 | AdministrativeExpenses |
| End Of Year Balance | 160554 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95436 | BeginningOfYearBalance |
| Contributions | 1266318 | Contributions |
| Investment Earnings Or Losses | 4920 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 943738 | GrantsOrScholarships |
| Other Expenditures | 262845 | OtherExpenditures |
| Administrative Expenses | 2312 | AdministrativeExpenses |
| End Of Year Balance | 157779 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 178029 | BeginningOfYearBalance |
| Contributions | 1442459 | Contributions |
| Investment Earnings Or Losses | 18782 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1379512 | GrantsOrScholarships |
| Other Expenditures | 162849 | OtherExpenditures |
| Administrative Expenses | 1473 | AdministrativeExpenses |
| End Of Year Balance | 95436 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.40130 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.59870 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
| Total Of Book Value Securities | 47333 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Everson Annuity | Description |
| Book Value | 116701 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 130561 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Unearned Interest-Char. Gift Ann. | $10,556 |
| Due to Affiliates | $9,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20221 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Bradley Hospital Foundation (the Foundation), as a not-for-profit corporation, is recognized under Section 501(c)(3) of the Internal Revenue Code and is exempt from Federal income taxes. The Foundation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount of benefit that is greater than fifty percent likely to be realized upon settlement. Changes in measurement are reflected in the period in which the change in judgment occurs. The Foundation did not recognize the effect of any income tax positions during the fiscal year ended September 30, 2012. |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Transfer from Lifespan Foundation $2000 Agency 'Ee Fund - Net Disbursements $ -4532 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Bradley Hospital Foundation's (BHF's) endowment funds were established for a variety of purposes, including both donor-restricted endowment funds and funds designated by BHF to function as endowments. The largest temporarily restricted endowment held by BHF is for the Capital Campaign program which is used to help defray Bradley Hospital's cost of expansion, construction, renovation, equipping and furnishing of its patient care/ residential school facilities, as well as its research studies. Another large fund is used to support the operations of the Center for Autism and Development Disabilities school program, as well as equipment purchases and other capital expenditures. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Bravo Bradley Gala | NameOfEvent1 |
| Gross Receipts Event1 | 151450 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 117670 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 33780 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 1755 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 36522 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3850 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 53438 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 151450 | GrossReceiptsTotal |
| Charitable Contributions Total | 117670 | CharitableContributionsTotal |
| Gross Revenue Total Events | 33780 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 1755 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 36522 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3850 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 53438 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 95565 | DirectExpenseSummaryEvents |
| Net Income Summary | -61785 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bradley Hospital | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 Veterans Memorial Parkway | AddressLine1 |
| City | East Providence | City |
| State | RI | State |
| ZIP Code | 02915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 050258806 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 1150642 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | Pedi-Psych Programs/ Cap Campaign | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | The Organization engages in philanthropic activities to support the mission and purposes of Bradley Hospital, a related 501(c)(3) organization. During the year ended September 30, 2012, the Organization made temporarily restricted net asset transfers to Bradley Hospital amounting to $1,150,642 to be spent by Bradley Hospital in support of certain building and equipment additions and specified clinical programs. A master database of Bradley Hospital Foundation's temporarily restricted funds is maintained as the primary source for identifying each fund's restriction, the availability of the current balance and the authorized personnel for the respective fund. The database contains the fund's name, primary reporting department, most recent month end balance, fund purpose/restriction, and the management responsible for the fund. Expenditures (purchase requisitions, work order requisitions, check requests and employee reimbursements) from Bradley Hospital's temporarily restricted funds must be presented to the Lifespan Finance Department for approval prior to processing. Each request is reviewed to ensure the availability of funds and that the expense/purchase is both in conformity with the fund's restriction and approved by the required levels of authorized personnel referenced in the database. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|
| Patricia J FlanaganMD | ||||||
| 220802 | 2814 | 1237 | 14794 | 19985 | 259632 | |
| Mary A Wakefield | ||||||
| 499573 | 84291 | 93969 | 85853 | 15848 | 779534 | 67780 |
| Mark T Cummings | ||||||
| 271555 | 46103 | 60974 | 50240 | 19438 | 448310 | 40213 |
| Gregory K Fritz MD | ||||||
| 287371 | 6363 | 17097 | 16182 | 327013 | ||
| Daniel J Wall | ||||||
| 282756 | 48094 | 177870 | 14700 | 16431 | 539851 | 121074 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | Tax Indemnification and Gross-up Payments:The Lifespan Executive Long Term Disability program provides financial protection to designated Lifespan executives in the event that they become disabled. Premiums are paid to the insurance carrier by the insureds on an after tax basis to allow for income replacement at a reasonable cost. The income associated with the premiums is grossed-up to cover the total cost of the benefit as provided in the Lifespan Executive Benefit Plan and is included in Medicare wages, more specifically on Schedule J, Part II, Column B (iii).Social Club Dues:The job responsibilities of certain executives include development of relationships with business leaders and donors. Those relationships are facilitated by the ability to meet in private sessions during which focused business discussions take place. The Hope and University Clubs, which require individual memberships, are places in Providence where businessmen and women, civic, community and social leaders can gather in a business-like atmosphere. The cost of membership is considered by Lifespan to be reasonable and necessary and thus a qualified business expense not taxable to the employee. IRS regulations regarding documentation requirements are followed for any payments made for meetings held at the respective club, including the business purpose and nature of the business benefit derived; the nature of the business discussion or activity; and the identity and business relationship of attendees. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART XII, LINE 2 | While Bradley Hospital Foundation ("the Foundation") did not produce an audited financial statement as of and for the year ended September 30, 2012, it was included in Lifespan Corporation's audited consolidated financial statements, in which one column is used for the Foundation combined with certain related organizations. Additionally, the Foundation is included in the Lifespan Combined Foundations audited financial statements. There are no regulatory or creditor stipulations which require the preparation of a separate audited financial statement for the Foundation.The Lifespan Audit and Compliance Committee assumes responsibility for oversight of the audit of Lifespan Corporation's consolidated financial statements and the selection of Lifespan Corporation's independent accountant. | |
| FORM 990, PART VI, LINE 15a&b cont. | * Selecting and engaging qualified, independent, third party compensation valuation consultants that the Committee charges with rendering opinions with respect to the reasonableness and comparability of compensation as well as the comparative organizations against which compensation is assessed, in accordance with relevant sections of the IRC and Lifespan's executive compensation philosophy. The independent consultants are not engaged by management to perform any services for Lifespan without prior approval by the Committee.Lifespan's Chief Executive Officer works closely with the Committee to make recommendations on the above topics and keep the Committee informed about contemplated compensation changes for executives and other key employees, as well as candidates for these roles. The CEO also provides periodic updates to the Committee regarding Lifespan's performance relative to compensation-related performance objectives. The Committee's deliberations and actions are documented in minutes prepared for each meeting.PROCESS FOR DETERMINING COMPENSATION Valuation of Total Cash and Total Remuneration: No less frequently than annually, the Committee receives and reviews a total cash compensation valuation of all existing executive compensation program participants prepared by its independent compensation consultant. Annually, the Committee also receives and reviews a total remuneration valuation of all existing executive compensation participants. Base Salary Actions: The CEO recommends any salary adjustments for participants in the executive compensation program, using the results of the valuation study and his/her assessment of individual performance or other pertinent information, for the Committee's consideration.New Participants to Executive Compensation Program: With respect to compensation offers for individuals expected to participate in the executive compensation program: the office of the Senior Vice President of Human Resources works with the Committee's independent compensation consultant or relies on information previously provided by the consultant to establish a range of reasonable cash compensation within which recruitment is expected to conclude through acceptance of a reasonable compensation offer. | |
| FORM 990, PART VI, LINE 15, a & b | The following applies to Lifespan and all of its affiliates, including Bradley Hospital Foundation:EXECUTIVE COMPENSATIONLifespan's executive compensation philosophy balances appropriate stewardship of resources and the need to be competitive in recruiting and retaining talented individuals. It incorporates market-competitive and performance-related principles, and covers the President and CEO of Lifespan as well as other officers, senior management and key employees. Lifespan's executive compensation program complies both with law and with contemporary ethical norms, and is administered consistent with the organization's tax-exempt status under Section 501(c)(3) of the Internal Revenue Code (IRC) and the avoidance of transactions subject to intermediate sanctions under Section 4958 of the IRC. Executive compensation is also administered consistent with Lifespan's Corporate Compliance Policy on Excess Benefit Transactions.The Compensation Committee of the Lifespan Corporation Board of Directors (the Committee), comprised of disinterested Lifespan and affiliate Board members, is responsible for diligent oversight of executive compensation to ensure compliance with IRC requirements. Its duties include:* Approving eligibility for participation in the executive compensation program * Approving changes in compensation for existing executive participants * Approving guidelines, such as salary ranges and contract terms, on appropriate levels of compensation for other key employees* Approving new, and modifying or terminating existing, executive compensation plans including, but not limited to, annual and long-term incentive and executive benefit plans* Approving performance objectives associated with Lifespan's annual and long-term incentive plans, including measuring points, and using audited actual performance relative to these objectives as a precondition to approving the payment of any awards under the plan(s)* Authorizing periodic performance benchmark studies to be conducted for purposes of assessing Lifespan's performance within the healthcare industry and the degree to which total remuneration levels at Lifespan are generally commensurate with Lifespan performance relative to healthcare industry performance* Conducting an annual performance review of Lifespan's Chief Executive Officer. The Chair of the Committee conducts and documents this review, based on his/her observations and interpretation of feedback from members of the Board of Directors. | |
| FORM 990, PART VI, LINE 12C | Lifespan Corporation has a Conflict of Interest Policy that is applicable to all affiliates, including Bradley Hospital Foundation, and administered by Lifespan's Corporate Compliance Department as follows: Each designated person subject to Lifespan's conflict of interest policy is required to provide Lifespan with an initial disclosure statement and thereafter an annual statement attesting that (i) the designated person has read and is familiar with this policy, and (ii) the designated person and, to the best of his/her knowledge, family members, have not in the past engaged in, are presently not engaging in, or plan to engage in, any activity which contravenes this policy.If, at any time during the course of employment or association, a designated person has reason to believe that an existing or contemplated activity may contravene this policy, the person shall submit a full written description of the activity to the Lifespan Compliance Officer or the Office of the General Counsel to seek a determination as to whether the contemplated activity does or does not contravene this policy. (For the bulk of Lifespan management staff awareness of this requirement shall be acknowledged as part of the annual performance evaluation process.) If the activity in question involves either the Chief Executive Officer, the Senior Vice President and General Counsel, or a Trustee, a full written disclosure must be made to, and a determination sought from, the Chairman of the Board of Directors of Lifespan Corporation.Annually, the Lifespan Compliance Officer shall review and report to the Lifespan Executive Corporate Compliance Committee and to the Lifespan Audit and Compliance Committee on the administration of this policy.Failure on the part of any designated person to comply with this policy, including failure to submit in a timely fashion the conflict of interest disclosure statement, will be grounds for removal from his/her position and/or termination of his/her employment with Lifespan. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Lifespan currently makes its annual and quarterly consolidated financial statements available to the public via DAC (Digital Assurance Certification, LLC), a disclosure dissemination agent for issuers of the tax-exempt bonds which electronically posts and transmits Lifespan's financial information to repositories and investors alike. In addition, copies of the Foundation's articles of incorporation, bylaws, and conflict of interest policy are available upon request from the office of the Lifespan Chief Financial Officer, either in person or by mail. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 11: Form 990 Review Process | The preparation and filing of the Form 990 and supporting schedules is the responsibility of the Chief Financial Officer and Lifespan's Finance Department, with review by Lifespan's tax advisors, KPMG LLP. The Form 990 is prepared by the accounting staff upon completion of Lifespan's annual independent audit and reviewed by the Corporate Services Tax Compliance Manager. Further review is performed by the Director of Finance and the Vice President of Finance - Corporate Services. Once the draft Form 990 is complete, the Director of Finance forwards it with all supporting worksheets to KPMG, which then reviews the completed form in detail. The Director of Finance answers questions as they arise and provides additional information as needed. KPMG provides the Director of Finance with any recommended changes which are reviewed, and if agreed upon, are incorporated into the return. The draft Form 990 is then provided to the Chief Financial Officer for final management review. Prior to filing the return with the Internal Revenue Service, a copy of the entire form is sent to the Foundation's Board of Trustees in advance of its next Board meeting, at which the Chief Financial Officer discusses the highlights of the Form. All questions and concerns of the members of the Board are addressed by the Chief Financial Officer and incorporated into the Form 990 when appropriate. Once the Form 990 is complete and ready to be filed, the members of the Board are notified via email that a copy of the final version of the Form 990 is accessible through a password protected website portal. The Chief Financial Officer is authorized to file the Form 990. | Form 990, Part VI, Line 11 |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Lifespan has the responsibility for planning, directing and establishing policies intended to assure the development and delivery of quality health services on an integrated, cost-effective basis. Powers reserved to Lifespan, in addition to those noted above, include: to approve amendment of the Articles of Incorporation and Bylaws and other Charter documents; to approve strategic plans; to approve investment policies and any capital or operating budgets or material non-budgeted expenditures; and to authorize incurrence or guaranty of material indebtedness. | Form 990, Part VI, Line 7b |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | The bylaws of Bradley Hospital Foundation (the Foundation) confer certain reserved powers on Lifespan to provide it with the means of effective oversight, coordination and support of the system. Powers reserved to Lifespan include: to elect and remove trustees and to approve the election of and to remove certain officers. At each annual meeting of the Foundation's Board of Trustees, a list is compiled of the names of those persons selected to serve as Trustees of the Foundation so that it can be approved and submitted to Lifespan for ratification and election. | Form 990, Part VI, Line 7a |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Lifespan is the sole corporate member of Bradley Hospital Foundation. | Form 990, Part VI, Line 6 |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Mary A. Wakefield, CFO, is employed by and an officer of Lifespan Corporation, and is also an officer of Rhode Island Hospital. The following officer and key employee, respectively, are employed by Lifespan Corporation: Daniel J. Wall and Mark T. Cummings. The following trustees of the Foundation are employed by Rhode Island Hospital: Patricia J. Flanagan and Gregory K. Fritz. | Form 990, Part VI, Line 2 |
| Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Through the development and administration of philanthropic activities, the Bradley Hospital Foundation is able to transfer various funds raised to Bradley Hospital to support its operating activities, which in turn benefit the Rhode Island community. For example, $79,172 was used for general support of the Developmental Disability Genetic Research Program. Another $67,263 was transferred for technology purchases that include:computers, cameras, scanners and printers for the Intensive Behavioral Treatment Program. Also, $55,871 was provided in support of the Pediatric Mood Imaging Neuro Development program (PediMIND), which uses brain imaging techniques, including magnetic resonance imaging (MRI), behavioral measures, and genetic analyses to identify biological and behavioral markers (scans and tests) of psychiatric illness, including bipolar disorder, in children and adolescents. | Form 990, Part III, Line 4d |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (18 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Primary ActivitiesPrimaryActivities | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RI Sound Enterprises Insurance Co | ||||||||||||||||
| 65 Front Street | Hamilton | BD | HM 12, | Offshore Insurance Captive | BD | N/A | N/A | Lifespan Corporation | false | |||||||
| RIH Ventures | ||||||||||||||||
| Parking Facilities/Phlebotomy Services | 501(c)(3) | 11 | Lifespan Corporation | false | 593 Eddy Street | Providence | RI | 02903 | 050448686 | RI | ||||||
| The Miriam Hospital Foundation | ||||||||||||||||
| Philanthropic Activities | 501(c)(3) | 7 | Lifespan Corporation | false | 167 Point Street | Providence | RI | 02903 | 050377502 | RI | ||||||
| The Miriam Hospital | ||||||||||||||||
| Health Care Services | 501(c)(3) | 3 | Lifespan Corporation | false | 164 Summit Avenue | Providence | RI | 02906 | 050258905 | RI | ||||||
| Rhode Island Hospital Foundation | ||||||||||||||||
| Philanthropic Activities | 501(c)(3) | 7 | Lifespan Corporation | false | 167 Point Street | Providence | RI | 02903 | 050468736 | RI | ||||||
| Rhode Island Hospital | ||||||||||||||||
| Health Care Services | 501(c)(3) | 3 | Lifespan Corporation | false | 593 Eddy Street | Providence | RI | 02903 | 050258954 | RI | ||||||
| NHCC Medical Associates Inc | ||||||||||||||||
| Health Care Services | 501(c)(3) | 11 | Newport Health Care Corporation | false | 11 Friendship Street | Newport | RI | 02840 | 050472268 | RI | ||||||
| Newport Hospital Foundation Inc | ||||||||||||||||
| Philanthropic Activities | 501(c)(3) | 7 | Newport Health Care Corporation | false | 11 Friendship Street | Newport | RI | 02840 | 222535533 | RI | ||||||
| Newport Hospital | ||||||||||||||||
| Health Care Services | 501(c)(3) | 3 | Newport Health Care Corporation | false | 11 Friendship Street | Newport | RI | 02840 | 050258914 | RI | ||||||
| Newport Health Property Management Inc | ||||||||||||||||
| Property Management | 501(c)(3) | 11 | Newport Health Care Corporation | false | 11 Friendship Street | Newport | RI | 02840 | 222335539 | RI | ||||||
| Newport Health Care Corporation | ||||||||||||||||
| Holding Company/ Mgmt Services | 501(c)(3) | 7 | Lifespan Corporation | false | 11 Friendship Street | Newport | RI | 02840 | 222535537 | RI | ||||||
| Lifespan Physician Group Inc | ||||||||||||||||
| Health Care Services | 501(c)(3) | 9 | Lifespan Corporation | false | 167 Point Street | Providence | RI | 02903 | 050389801 | RI | ||||||
| Lifespan of Massachusetts Inc | ||||||||||||||||
| Holding Company | 501(c)(3) | 11 | Lifespan Corporation | false | c/o Archstone Law 245 Winter St | Waltham | MA | 02451 | 043408517 | RI | ||||||
| Lifespan Foundation | ||||||||||||||||
| Philanthropic Activities | 501(c)(3) | 7 | Lifespan Corporation | false | 167 Point Street | Providence | RI | 02903 | 050493219 | RI | ||||||
| Lifespan Diversified Services | ||||||||||||||||
| Holding Company/ Mgmnt Services | 501(c)(3) | 11 | Lifespan Corporation | false | 167 Point Street | Providence | RI | 02903 | 050258935 | RI | ||||||
| Hospital Properties Inc | ||||||||||||||||
| Property Management | 501(c)(4) | Lifespan Corporation | false | 593 Eddy Street | Providence | RI | 02903 | 222869743 | RI | |||||||
| Emma Pendleton Bradley Hospital | ||||||||||||||||
| Pediatric Psychiatric Health Care Services | 501(c)(3) | 3 | Lifespan Corporation | false | 1011 Veterans Memorial Parkway | East Providence | RI | 02915 | 050258806 | RI | ||||||
| Lifespan Corporation | ||||||||||||||||
| Holding Company/ Mgmnt Services | 501(c)(3) | 11 | false | 167 Point Street | Providence | RI | 02903 | 222861978 | RI | N/A | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| VNA Technicare Inc | ||||||||
| 622 George Washington Highway | Lincoln | RI | 02865 | 050472710 | DME Sales | RI | LSpan Diversified Sv | C corp |
| Lifespan Risk Services Inc | ||||||||
| 167 Point Street | Providence | RI | 02903 | 050459767 | Risk Mgmnt | RI | Lifespan Corporation | C corp |
| Lifespan MSO Inc | ||||||||
| 167 Point Street | Providence | RI | 02903 | 050508717 | Mgmnt Svcs | RI | Lifespan Corporation | C corp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |