INATAI COMMUNITY FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INATAI COMMUNITY FUND (EIN 91-1246278)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-28
- IRS object ID
- 201343019349301369
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-28T17:05:17-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | 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 | 1918 Eighth Avenue Suite 2900 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98101 | 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 | 911246278 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUP HEALTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARTIN DOPPS | InCareOfName |
| Name Control | GROU | NameControl |
| Phone | 2064487330 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 Westlake Ave N | AddressLine1 |
| Address Line2 | Suite STE 100 | AddressLine2 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981095233 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA N REHRMANN | Name |
| Title | PRESIDENT | Title |
| Phone | 2064487330 | Phone |
| Date Signed | 2013-10-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBISON Sue | Name |
| Phone | 2069134000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LAURA REHRMANN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 WESTLAKE AVE N SUITE 100 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4219545 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.GHC.org/foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | To improve the health of our communities by partnering with group health coopertive, a 501(c)(3) organization, to invest in innovative research, quality health care and community partnerships. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 225 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2992101 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2597733 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 484565 | InvestmentIncomePriorYear |
| Investment Income Current Year | 611831 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -215655 | OtherRevenuePriorYear |
| Other Revenue Current Year | -253800 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3261011 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2955764 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2021478 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2425108 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 129876 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 224582 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 228200 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 64938 | OtherExpensePriorYear |
| Other Expenses Current Year | 52217 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2216292 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2701907 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1044719 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 253857 | RevenuesLessExpensesCY |
| Total Assets BOY | 19374263 | TotalAssetsBOY |
| Total Assets EOY | 21476297 | TotalAssetsEOY |
| Total Liabilities BOY | 2831949 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2773114 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16542314 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18703183 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | GROUP HEALTH FOUNDATION (THE FOUNDATION) IS A NOT FOR PROFIT ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. THE FOUNDATION'S PURPOSE IS TO IMPROVE THE HEALTH OF OUR COMMUNITIES BY PARTNERING WITH GROUP HEALTH COOPERATIVE, A 501(C)(3) CHARITABLE ORGANIZATION, TO INVEST IN INNOVATIVE RESEARCH, QUALITY HEALTH CARE AND COMMUNITY PARTNERSHIPS. TO THAT END, IN 2012, THE FOUNDATION AWARDED GRANTS, PROVIDED TECHNICAL ASSISTANCE, AND CONDUCTED SPECIFIC PROGRAMS FUNDED THROUGH A VARIETY OF SOURCES, DESIGNED TO PROMOTE CHILDREN'S HEALTH AND FITNESS, HEALTH EDUCATION AND PREVENTIVE CARE, HEALTH CARE QUALITY, HEALTH-RELATED RESEARCH, AND DIVERSITY. THESE ACTIVITIES ARE INTENDED TO ULTIMATELY PRODUCE HEALTHIER COMMUNITIES AND MORE AFFORDABLE HEALTH CARE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1468085 | Expense |
| Grants | 1468085 | Grants |
| Description | QUALITY OF CARE AND SERVICE: The Partnership for Innovation began in 2008 to promote non-proprietary and public domain innovation and research at Group Health. The plan aims to raise funds to support innovation, foster the culture of innovation, support ongoing efforts to innovate, support long-term strategic objectives, and assist in transforming strategic objectives. Group Health Foundation funds pilot tests, evaluations and dissemination. Innovation grants -Supported a grant program where 38 proposals were reviewed, 16 pilot tests were implemented, a national conference was sponsored, and manuscripts were published in peer-review journals. Fellowships and Leadership grants -Supported a two-year post-doctoral Fellowship position in the Group Health Research Institute. Provided Leadership for Tomorrow grants to physicians. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 579317 | Expense |
| Grants | 579317 | Grants |
| Description | CHILDREN'S HEALTH: The Campaign to Increase Immunization Rates began in 2008 with strategies to address vaccine hesitancy and to increase access to free immunizations. The second phase of the program began in 2011 and maintained its focus on providers, parents and schools. Providers -Supported a 3-year randomized controlled trial involving 56 clinics in two counties, providers in 36 clinics were trained with the provider tool kit, and 400 mothers were recruited for pre and post-test surveys. Parents -Supported the development of the Parent Advocate curriculum to promote parents' peer-to-peer support of immunizations, 13 parent advocates were recruited and trained, 7 schools and child care centers were recruited for the pilot test, and a formative evaluation was conducted in 2012 and 2013. Schools -Supported a state-wide needs assessment with input from 152 schools in 89 school districts, the development of a tool kit to improve immunization record keeping for school staff, and pilot tested and evaluated in 5 school districts and 2 child care centers. HEALTH EDUCATION -MAINTAINED THE HEALTH TREK FITNESS AND NUTRITION WEBSITE SERVING OVER 1200 UNDUPLICATED VISITORS PER MONTH DURING THE SCHOOL YEAR. MAINTAINED THE BLOOD & GUTS HEALTH EDUCATION PROGRAM WHERE HANDS-ON EXHIBITS WERE LOANED TO COMMUNITY AGENCIES 125 TIMES PER YEAR REACHING OVER 18,000 PEOPLE. SCHOOL-BASED HEALTH CENTERS -SPONSORED WASHINGTON ALLIANCE FOR SCHOOL HEALTH HARE'S ANNUAL CONFERENCE. CONTRIBUTED TO THE DEVELOPMENT OF THE TEEN CENTER IN BREMERTON. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 265200 | Expense |
| Grants | 265200 | Grants |
| Description | PREVENTION AND HEALTH PROMOTION: Supported free pertussis immunization clinics in Snohomish County. Research was conducted to develop the Silence Whooping Cough campaign in Thurston, King, Pierce, and Spokane counties. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 72690 | 72690 | Evaluation & Research |
| 8171 | 8171 | Diversity |
| 31645 | 31645 | SCHOLARSHIPS/AWARDS/GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 112506 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 112506 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 2425108 | 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 | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | true | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 |
| 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARTIN DOPPS | NamePerson |
| Telephone Number | 2064485146 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 WESTLAKE AVE N SUITE 100 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 981095233 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| SCOTT E ARMSTRONG | |||||||
| DIRECTOR/ SECRETARY | 1.0 | 40.0 | X | X | 0 | 1109905 | 229671 |
| PHILLIP K BUSSEY | |||||||
| DIRECTOR/ IMMEDIATE PAST CHAIR | 1.0 | 0.0 | X | X | 0 | 0 | 0 |
| ROBIN L SHULER CPA MBA | |||||||
| DIRECTOR/ TREASURER | 1.0 | 0.0 | X | X | 0 | 0 | 0 |
| JAMES WONG | |||||||
| DIRECTOR/ CHAIR | 1.0 | 0.0 | X | X | 0 | 0 | 0 |
| ALEX BOGAARD | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| PETER DAVIS | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| IRA FIELDING MD | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| DEBBIE HUNTINGTON | |||||||
| DIRECTOR | 1.0 | 40.0 | X | 0 | 373104 | 46162 | |
| JANE A JOHNSON | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| ERIC B LARSON MD | |||||||
| DIRECTOR | 1.0 | 40.0 | X | 0 | 362708 | 56988 | |
| JEFF LINDENBAUM MD | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| NEIL L MCREYNOLDS | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| MICHELLE PURNELL - HEPBURN | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JEFF SAKUMA | |||||||
| DIRECTOR | 1.0 | 40.0 | X | 0 | 130430 | 23408 | |
| BARBARA SHICKICH | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| SANDEEP SINHA | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| KEVIN SULLIVAN | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| BARBARA TREHEARNE PHD RN | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 266393 | 17301 | |
| JANET WAINWRIGHT | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| MICHAEL WANDERER MD | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| GEORGE H WILLIAMS | |||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| LAURA REHRMANN | |||||||
| PRESIDENT | 20.0 | 20.0 | X | 0 | 308931 | 34101 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2551471 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 407631 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Harris Connect LLC | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400-A Crossways Blvd | AddressLine1 |
| City | CHESAPEAKE | City |
| State | VA | State |
| ZIP Code | 23320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | TELEFUNDRAISING | DescriptionOfServices |
| Compensation | 118942 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 680697 | FundraisingEvents |
| Related Organizations | 466644 | RelatedOrganizations |
| All Other Contributions | 1450392 | AllOtherContributions |
| Noncash Contributions | 45464 | NoncashContributions |
| Total Contributions | 2597733 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 508627 | TotalRevenueColumn |
| Exclusion | $508,627 | 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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
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 | 1018770 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 915566 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 103204 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103204 | TotalRevenueColumn |
| Exclusion | $103,204 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 94415 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 680697 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 348215 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -253800 | TotalRevenueColumn |
| Exclusion | -$253,800 | 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 | 2955764 | TotalRevenueColumn |
| Exclusion | $358,031 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2393463 | Total |
| Program Services | 2393463 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31645 | Total |
| Program Services | 31645 | ProgramServices |
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 | 224582 | Total |
| Fundraising | 224582 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48599 | Total |
| Management And General | 48599 | ManagementAndGeneral |
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 | 24 | Total |
| Fundraising | 24 | Fundraising |
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 | 3594 | Total |
| Fundraising | 3594 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2701907 | Total |
| Program Services | 2425108 | ProgramServices |
| Management And General | 48599 | ManagementAndGeneral |
| Fundraising | 228200 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 744435 | BOY |
| EOY | 471416 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14268 | BOY |
| EOY | 9651 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 5602 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16386874 | BOY |
| EOY | 18325503 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2228686 | BOY |
| EOY | 2664126 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19374263 | BOY |
| EOY | 21476297 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1290528 | BOY |
| EOY | 1448501 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161561 | BOY |
| EOY | 129943 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1379860 | BOY |
| EOY | 1194670 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2831949 | BOY |
| EOY | 2773114 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4262468 | BOY |
| EOY | 4949006 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4173353 | BOY |
| EOY | 5568486 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8106493 | BOY |
| EOY | 8185691 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16542314 | BOY |
| EOY | 18703183 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19374263 | BOY |
| EOY | 21476297 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 253857 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1907012 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
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 | 2104795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2945890 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2693144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2992101 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2597733 | CurrentTaxYear |
| Total | 13333663 | 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 | 2104795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2945890 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2693144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2992101 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2597733 | CurrentTaxYear |
| Total | 13333663 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1732668 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11600995 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 531871 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 259742 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 379529 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 592471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 508627 | CurrentTaxYear |
| Total | 2272240 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 72250 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75875 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 78125 | CurrentTaxYearMinus1Year |
| Current Tax Year | 94415 | CurrentTaxYear |
| Total | 389415 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15995318 | TotalSupport |
| Public Support Pertcentage170 | 0.72527 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70090 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8106493 | BeginningOfYearBalance |
| Contributions | 79198 | Contributions |
| End Of Year Balance | 8185691 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7695755 | BeginningOfYearBalance |
| Contributions | 410738 | Contributions |
| End Of Year Balance | 8106493 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7594293 | BeginningOfYearBalance |
| Contributions | 101462 | Contributions |
| End Of Year Balance | 7695755 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7542245 | BeginningOfYearBalance |
| Contributions | 52048 | Contributions |
| End Of Year Balance | 7594293 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7409311 | BeginningOfYearBalance |
| Contributions | 132934 | Contributions |
| End Of Year Balance | 7542245 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ANNUITY PORTFOLIO | 2432260 |
| TIME SHARE CONDO | 9469 |
| LIFE INSURANCE POLICIES CSV | 75991 |
| RECEIVABLES FROM AFFILIATES | 146406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2664126 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $827,690 |
| ANNUITIES RESERVE | $366,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1194670 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 7921956 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1907013 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 2710964 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 4617977 | RevenueNotRptdF990 |
| Revenue Subtotal | 3303979 | RevenueSubtotal |
| Other Revenues Not Included | -348215 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -348215 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2955764 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5761087 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 2710965 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 348215 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3059180 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2701907 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2701907 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part IV | Line 2B | Funds were given to the foundation to give to specifically named beneficiaries. |
| PART V | LINE 4 | PROCEEDS FROM THE FOUNDATION'S ENDOWMENT FUNDS ARE USED TO FURTHER ITS MISSION OF CREATING BETTER HEALTH. PROCEEDS MAY BE USED TO FUND THE FOUNDATION'S GRANT OR SCHOLARSHIP PROGRAMS OR BE USED DIRECTLY TO ENHANCE PATIENT CARE AT GROUP HEALTH OR IN THE COMMUNITY. |
| PART XI | LINE 4B | SPECIAL EVENTS REVENUE (GALA) -$307,550 SPECIAL EVENTS REVENUE (FUN RUN) -$40,665 ---------- TOTAL OTHER -$348,215 |
| PART XII | LINE 2D | SPECIAL EVENTS EXPENSE (GALA) $307,550 SPECIAL EVENTS REVENUE (FUN RUN) $40,665 -------- TOTAL OTHER $348,215 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| Harris Connect LLC | Tele- fundraising | false | 294437 | 128530 | 165907 |
| CCS Printing | Direct Mail | false | 24932 | 77464 | -52532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 319369 | TotalGrossReceipts |
| Total Retained By Contractors | 205994 | TotalRetainedByContractors |
| Total Net To Organization | 113375 | TotalNetToOrganization |
| Licensed States | WA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 712587 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 633712 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 78875 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 14210 | NonCashPrizesEvent1 |
| Other Direct Expenses Event1 | 293340 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FUN RUN | NameOfEvent2 |
| Gross Receipts Event2 | 62525 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 46985 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 15540 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 40665 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 775112 | GrossReceiptsTotal |
| Charitable Contributions Total | 680697 | CharitableContributionsTotal |
| Gross Revenue Total Events | 94415 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 14210 | NonCashPrizesTotalEvents |
| Other Direct Expenses Total Events | 334005 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 348215 | DirectExpenseSummaryEvents |
| Net Income Summary | -253800 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|---|
| Group Health Coopertive | ||||||
| 320 Westlake Ave N Ste100 | Seattle | WA | 98109 | 910511770 | 501(c)(3) | 489902 |
| Washington Alliance for School Health Care | ||||||
| 3875 South 66th St | Tacoma | WA | 98409 | 450937382 | 501(c)(3) | 10000 |
| Boys and Girls Club of South Puget Sound | ||||||
| 3875 South 66th St | Tacoma | WA | 98409 | 910759832 | CITY BREMERTON | 11448 |
| WithinReach | ||||||
| 155 NE 100th St STE 500 | Seattle | WA | 98125 | 911443685 | 501(c)(3) | 19638 |
| Spokane Regional Health District | ||||||
| 1101 W College Ave RM 360 | Spokane | WA | 99201 | 911527532 | City of Spokane | 38129 |
| Snohomish Health District | ||||||
| 3020 Rucker Ave STE 308 | Everett | WA | 98201 | 911866899 | SNOHOMISH CNTY | 10000 |
| Group Health Coopertive | ||||||
| 320 Westlake Ave N | Seattle | WA | 98109 | 910511770 | 503(c)(3) | 72690 |
| Group Health Coopertive | ||||||
| 320 Westlake Ave N | Seattle | WA | 98109 | 910511770 | 501(c)(3) | 5436 |
| Group Health Coopertive | ||||||
| 320 Westlake Ave N | Seattle | WA | 98109 | 910511770 | 501(c)(3) | 265200 |
| Group Health Coopertive | ||||||
| 320 Westlake Ave N | Seattle | WA | 98109 | 910511770 | 501(c)(3) | 1457769 |
| Bellevue College Foundation | ||||||
| 3000 Landerholm Circle SE A101 | Bellevue | WA | 98007 | 911051671 | 501(c)(3) | 7500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS FOR HEALTH-RELATED CAREER STUDENTS | 11 | 14336 |
| Emergency Assistance Grants | 22 | 17309 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Organization's Procedures for monitoring the use of grant funds | Identifier |
| Return Reference | Schedule I, Part IV | ReturnReference |
| Explanation | grant recipients are required to complete and sign an acknowledgment of grant compliance form upon acceptance of the award, indicating the beginning and end dates of the project, progress report deadlines, and a project overview. Progress reports are submitted according to the agreed-upon schedule to the director of grants and community programs, and include expenditure details and activities or impact made to date. Progress and grant summaries are presented to the foundation board of directors at least annually. Unspent Funds at the Grant's conclusion are returned to the foundation. the foundation also manages donations restricted for the use of particular group health programs and departments. After an expense that meets a donor restriction has been incurred, the department's manager may request a reimbursement. The reimbursement must be approved by both the department's administrator and a foundation manager. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs | Base Compensation Filing OrgBaseCompensationFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT E ARMSTRONG | ||||||||||||||
| DIRECTOR/ SECRETARY | 946108 | 0 | 0 | 0 | 163797 | 0 | 201900 | 0 | 28444 | 0 | 1340249 | 0 | 0 | |
| DEBBIE HUNTINGTON | ||||||||||||||
| DIRECTOR | 279557 | 0 | 0 | 0 | 93547 | 0 | 28025 | 0 | 18810 | 0 | 419939 | 0 | 0 | 0 |
| ERIC B LARSON MD | ||||||||||||||
| DIRECTOR | 326854 | 0 | 0 | 0 | 35854 | 0 | 28724 | 0 | 29704 | 0 | 421136 | 0 | 0 | 0 |
| JEFF SAKUMA | ||||||||||||||
| DIRECTOR | 124716 | 0 | 0 | 0 | 5714 | 0 | 11190 | 0 | 12389 | 0 | 154009 | 0 | 0 | 0 |
| BARBARA TREHEARNE PHD RN | ||||||||||||||
| DIRECTOR | 237364 | 0 | 0 | 0 | 29029 | 0 | 4918 | 0 | 13660 | 0 | 284971 | 0 | 0 | 0 |
| LAURA REHRMANN | ||||||||||||||
| PRESIDENT | 274356 | 0 | 0 | 0 | 34575 | 0 | 28270 | 0 | 6762 | 0 | 343963 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental Nonqualified Retirement Plan | Part 1, Line 4B | OFFICERS AND DIRECTORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION AND BENEFITS FROM THE FOUNDATION. THE GROUP HEALTH COOPERATIVE PRESIDENT AND CEO, THE EXECUTIVE VICE PRESIDENTS, AND THE VICE PRESIDENTS ARE ELIGIBLE TO PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (THE "PLAN") APPROVED BY THE GROUP HEALTH COOPERATIVE BOARD OF TRUSTEES COMPENSATION COMMITTEE AND ADMINISTERED BY THE COMPENSATION COMMITTEE. GROUP HEALTH CREDITS TO THE ACCOUNT OF EACH ACTIVE PARTICIPANT AN ANNUAL CONTRIBUTION AMOUNT OF NINE PERCENT OF THE PARTICIPANT'S BASE SALARY AND 15.3% FOR THE CEO. THE FORMULA FOR THE ANNUAL CONTRIBUTION IS BASED ON THE PARTICIPANT'S BASE SALARY AND EXCLUDES ANY INCENTIVE PLAN OR BONUS PAYMENT AMOUNTS. THE PLAN BALANCES ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE UNTIL THE PARTICIPANT HAS VESTED AND MET OTHER PLAN REQUIREMENTS. VESTING OCCURS AFTER EITHER THREE YEARS OR FIVE YEARS FROM THE DATE ON WHICH A PARTICIPANT ENTERS THE PLAN, BASED ON THE PARTICIPANT'S DATE OF HIRE (AS OF JANUARY 1, 2008, ALL NEW EXECUTIVE VICE PRESIDENT AND VICE PRESIDENT HIRES ARE SUBJECT TO A FIVE-YEAR VESTING SCHEDULE). PARTICIPANTS WHO INCUR A SEPARATION FROM SERVICE PRIOR TO THEIR VESTING DATE ARE NOT ELIGIBLE FOR PLAN DISTRIBUTIONS UNLESS CERTAIN PLAN CONDITIONS ARE MET. A PARTICIPANT REMAINS ELIGIBLE TO PARTICIPATE UNTIL HIS OR HER ACCOUNT BALANCE IS EITHER FULLY DISTRIBUTED OR FORFEITED. PART II (A) SCOTT ARMSTRONG - DIRECTOR/SECRETARY: OFFICERS AND DIRECTORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION AND BENEFITS FROM THE FOUNDATION. SCOTT ARMSTRONG, IS THE PRESIDENT AND CEO OF GROUP HEALTH COOPERATIVE AND RECEIVES THE COMPENSATION AND BENEFITS FROM GROUP HEALTH COOPERATIVE. LAURA REHRMANN - PRESIDENT: OFFICERS AND DIRECTORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION AND BENEFITS FROM THE FOUNDATION. THE PRESIDENT OF THE FOUNDATION, LAURA REHRMANN, IS AN EMPLOYEE OF GROUP HEALTH COOPERATIVE. BY CONTRACT, GROUP HEALTH COOPERATIVE CONTRIBUTES THE TIME AND SERVICES OF MS. REHRMANN TO SERVE AS PRESIDENT OF THE FOUNDATION. JEFFREY SAKUMA - DIRECTOR: DIRECTORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION AND BENEFITS FROM THE FOUNDATION. JEFFREY SAKUMA, IS AN EMPLOYEE OF GROUP HEALTH COOPERATIVE, AND RECEIVES HIS COMPENSATION AND BENEFITS FROM GROUP HEALTH COOPERATIVE. DEBBIE HUNTINGTON - DIRECTOR: DIRECTORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION AND BENEFITS FROM THE FOUNDATION. DEBBIE HUNTINGTON, IS AN EMPLOYEE OF GROUP HEALTH COOPERATIVE, AND RECEIVES HER COMPENSATION AND BENEFITS FROM GROUP HEALTH COOPERATIVE. BARBARA TREHEARNE - DIRECTOR: DIRECTORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION AND BENEFITS FROM THE FOUNDATION. BARBARA TREHEARNE, IS AN EMPLOYEE OF GROUP HEALTH COOPERATIVE, AND RECEIVED HER SEVERANCE PAYMENT FROM GROUP HEALTH COOPERATIVE. ERIC LARSON, MD - DIRECTOR: DIRECTORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION AND BENEFITS FROM THE FOUNDATION. ERIC LARSON, IS AN EMPLOYEE OF GROUP HEALTH COOPERATIVE, AND RECEIVES HIS COMPENSATION AND BENEFITS FROM GROUP HEALTH COOPERATIVE. |
| Compensation Methods | Part I, Line 3 | OFFICERS AND DIRECTORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION AND BENEFITS FROM THE FOUNDATION. THE GROUP HEALTH PRESIDENT AND CEO, THE EXECUTIVE VICE PRESIDENTS, AND THE VICE PRESIDENTS ARE EACH PARTIES TO WRITTEN EMPLOYMENT AGREEMENTS WITH GROUP HEALTH COOPERATIVE THAT PROVIDE FOR COMPENSATION AND BENEFITS. THE PRESIDENT AND CEO'S COMPENSATION AGREEMENT IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12920 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET STOCK PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1699 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3168 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GALA PRINTING | 1 | 23677 | REPLACEMENT COST |
| X | MEDICAL SPA GIFT CARDS | 1 | 4000 | REPLACEMENT COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 11 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PART I | ReturnReference |
| Explanation | GROUP HEALTH FOUNDATION HAS REPORTED ON SCHEDULE M, PART I, COLUMN (B) THE TOTAL NUMBER OF 7 CONTRIBUTIONS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Members or Stockholders | PART VI, SECTION A, LINE 6 | GROUP HEALTH FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT ORGANIZATION, GOVERNED BY AN ELECTED BOARD OF DIRECTORS. GROUP HEALTH COOPERATIVE IS THE SOLE MEMBER OF THE GROUP HEALTH FOUNDATION. GROUP HEALTH COOPERATIVE IS ALSO A 501(c)(3) ORGANIZATION. ITS BOARD OF TRUSTEES IS ITS GOVERNING BODY. |
| VOTING OF THE GOVERNING BODY | PART VI, SECTION A, LINE 7A | GROUP HEALTH FOUNDATION'S MEMBER (GROUP HEALTH COOPERTIVE) CONTROLS THE ELECTION OF THE FOUNDATION'S BOARD OF DIRECTORS, BECAUSE THE ELECTION OF THE FOUNDATION DIRECTORS IS SUBJECT TO CONFIRMATION BY THE MEMBER. |
| DECISION OF THE GOVERNING BODY APPROVAL | PART VI, SECTION A, LINE 7B | THE FOLLOWING POWERS ARE RESERVED TO THE MEMBER: 1) THE POWER TO ALTER, AMEND, REPEAL OR SUSPEND THE BYLAWS OR ADOPT NEW BYLAWS, EXCEPT AS SUCH POWER IS SPECIFICALLY DELEGATED IN THE BYLAWS TO THE BOARD OF DIRECTORS; 2) ADOPTION OF AMENDMENTS OF THE ARTICLES OF INCORPORATION; 3) APPROVAL OF A PLAN OF MERGER OR CONSOLIDATION; 4) AUTHORIZATION OF THE SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; 5) AUTHORIZATION OF THE VOLUNTARY DISSOLUTION OF THE CORPORATION AND ADOPTION OF ANY PLAN OF DISTRIBUTION. |
| FORM 990 REVIEW PROCESS | PART VI, SECTION B, LINE 11A | THE BOARD OF DIRECTORS DELEGATED THE REVIEW OF THE FORM 990 TO THE FINANCE & AUDIT COMMITTEE. THE ORGANIZATION'S DIRECTOR OF OPERATIONS WORKED WITH THE GROUP HEALTH COOPERATIVE MANAGER OF STATUTORY AND TAX REPORTING AND THE OUTSIDE ACCOUNTING FIRM ENGAGED TO PREPARE THE RETURN. SUBSEQUENT TO ITS PREPARATION, THE FINANCE & AUDIT COMMITTEE REPORTED BACK TO THE BOARD REGARDING ITS REVIEW OF THE FORM 990. A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO ALL VOTING MEMBERS PRIOR TO FILING WITH THE IRS. |
| MONITORING & ENFORCING COMPLIANCE WITH POLICY | PART VI, SECTION B, LINE 12C | DIRECTOR AND OFFICER WRITTEN CONFLICT OF INTEREST DISCLOSURE GHF DIRECTORS AND OFFICERS SHALL PROVIDE A WRITTEN DECLARATION OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST OR ATTEST THAT NO SUCH CONFLICTS EXIST ON AN ANNUAL BASIS USING FORMS AND PROCEDURES DEVELOPED BY THE CHIEF COMPLIANCE OFFICER OF GROUP HEALTH. THE CHIEF COMPLIANCE OFFICER, OR HIS/HER DESIGNEE, WILL REVIEW THE ANNUAL DISCLOSURES FOR COMPLIANCE WITH THIS POLICY. ANY APPARENT CONFLICTS OF INTEREST OR INSTANCES OF NONCOMPLIANCE WITH THIS POLICY WILL BE REFERRED BY THE CHIEF COMPLIANCE OFFICER TO THE CHAIR OF THE GHF FOR RESOLUTION AS DESCRIBED BELOW. DURING THE YEAR, DIRECTORS AND OFFICERS SHALL REPORT MATERIAL ADDITIONS OR CHANGES TO THE INFORMATION PROVIDED ON ANNUAL CONFLICT OF INTEREST DECLARATIONS. THESE ADDITIONS OR CHANGES TO THE DECLARATIONS WILL BE SUBMITTED AND ASSESSED BY THE CHIEF COMPLIANCE OFFICER AND FORWARDED TO THE EXECUTIVE COMMITTEE, AS NECESSARY, FOLLOWING THE PROCESS USED FOR ANNUAL DECLARATIONS. THE CHAIR OF THE GHF SHALL COUNSEL ANY DIRECTOR OR OFFICER ABOUT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AND OTHER INSTANCES OF NONCOMPLIANCE WITH THIS POLICY, INCLUDING APPARENT UNDISCLOSED CONFLICTS OF INTEREST AND, IF NOT RESOLVED TO HIS/HER SATISFACTION, SHALL PLACE THE MATTER ON THE AGENDA OF AN EXECUTIVE SESSION. THE CHIEF COMPLIANCE OFFICER WILL SUPPORT THE CHAIR IN FULFILLING THIS RESPONSIBILITY. DIRECTOR DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICT OF INTERESTS IN ADVANCE OF BOARD ACTION. EACH DIRECTOR IS OBLIGATED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST WHEN SUCH AN INTEREST BECOMES A MATTER FOR BOARD ACTION. AFTER DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST, INCLUDING ALL MATERIAL FACTS, AND AFTER DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE REMAINING MEMBERS DISCUSS AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS. IF THERE IS A CONFLICT OF INTEREST, THE INTERESTED PERSON MAY PROVIDE A PRESENTATION TO THE BOARD OR COMMITTEE REGARDING THE TRANSACTION AND ANSWER ANY QUESTIONS REGARDING THE PROPOSED TRANSACTION. THE INTERESTED PERSON MUST THEN LEAVE THE MEETING DURING ANY DISCUSSION OF AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT THAT RESULTED IN A CONFLICT OF INTEREST. AFTER THE INTERESTED PERSON HAS LEFT THE BOARD OR COMMITTEE MEETING, THE REMAINING MEMBERS SHALL FIRST DISCUSS WHETHER IT IS APPROPRIATE TO APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AN EXAMPLE OF A CIRCUMSTANCE WHERE IT MAY NOT BE APPROPRIATE TO INVESTIGATE ALTERNATIVES WOULD BE CONFLICTS ARISING IN THE GHF'S GRANT MAKING AND AWARDING PROCESS. THE PURPOSE OF SUCH INVESTIGATION SHALL BE WHETHER THE GHF CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST IS NOT REASONABLY ATTAINABLE UNDER THE CIRCUMSTANCES, THE DISINTERESTED MEMBERS OF THE BOARD OR COMMITTEE SHALL VOTE ON THE TRANSACTION OR ARRANGEMENT CONSIDERING WHETHER IT IS IN THE BEST INTEREST OF GHF AND FAIR AND REASONABLE TO GHF. OFFICER DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICT OF INTEREST GHF OFFICERS SHALL DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WHEN SUCH AN INTEREST IS RELEVANT TO A MATTER IN WHICH THEY HAVE A ROLE, EITHER DIRECTLY OR THROUGH SUBORDINATES ACTING AT THEIR DIRECTION. ANY GHF OFFICER HAVING AN ACTUAL CONFLICT OF INTEREST RELATED TO A MATTER AT ISSUE SHOULD NOT PARTICIPATE IN THE MATTER OR USE HIS/HER PERSONAL OR PROFESSIONAL INFLUENCE ON THE MATTER. ANY GHF OFFICER WHO MAY HAVE A POTENTIAL CONFLICT OF INTEREST IS EXPECTED TO ABSTAIN FROM PARTICIPATION OR STATING HIS/HER POSITION IN THE MATTER, OR MAY ASK HIS/HER DIRECT SUPERVISOR TO DETERMINE IF HE/SHE FEELS THE POTENTIAL CONFLICT OF INTEREST IS SIGNIFICANT ENOUGH TO MAKE IT APPROPRIATE FOR THE INDIVIDUAL TO ABSTAIN FROM PARTICIPATION IN THE MATTER. CONSULTATION WITH THE CHIEF COMPLIANCE OFFICER IS RECOMMENDED WHEN IT IS DIFFICULT TO DETERMINE WHETHER THE CIRCUMSTANCES CONSTITUTE A CONFLICT OF INTEREST. |
| ORGANIZATION COMPENSATION REVIEW & APPROVAL | PART VI, SECTION B, LINE 15 | OFFICERS AND DIRECTORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION AND BENEFITS FROM THE FOUNDATION. OFFICERS AND DIRECTORS RECEIVE COMPENSATION AND BENEFITS FROM GROUP HEALTH COOPERATIVE (GHC). GHC IS GOVERNED BY AN INDEPENDENT BOARD OF TRUSTEES ("THE BOARD"), COMPRISED OF 11 CONSUMERS ELECTED BY GHC'S VOTING MEMBERS. THE BOARD HAS DELEGATED TO THE COMPENSATION COMMITTEE OF THE BOARD (THE "COMMITTEE") THE RESPONSIBILITY FOR NEGOTIATING AND APPROVING THE EMPLOYMENT AGREEMENT AND COMPENSATION PACKAGE FOR THE GHC PRESIDENT AND CHIEF EXECUTIVE OFFICER ("CEO"); APPROVING THE EXECUTIVE TOTAL COMPENSATION PHILOSOPHY THAT DRIVES ALL EXECUTIVE COMPENSATION DECISIONS; AND APPROVING COMPENSATION FOR THE EXECUTIVE VICE PRESIDENTS AND VICE PRESIDENTS OF GHC. THE FIVE MEMBERS OF THE COMMITTEE ARE THE CHAIR OF THE BOARD OF TRUSTEES, THE VICE CHAIR, THE IMMEDIATE PAST CHAIR, AND TWO ADDITIONAL TRUSTEES SELECTED BY THE CHAIR. AS ADOPTED BY THE COMMITTEE, THE EXECUTIVE TOTAL COMPENSATION PHILOSOPHY PROVIDES THAT GHC WILL MAINTAIN AN EXECUTIVE TOTAL COMPENSATION PROGRAM DESIGNED TO FACILITATE THE ACHIEVEMENT OF ITS CHARITABLE MISSION, VALUES AND ORGANIZATIONAL GOALS. EXECUTIVE COMPENSATION IS SET "AT A LEVEL THAT ENABLES THE ORGANIZATION TO ATTRACT, RETAIN, MOTIVATE AND REWARD THE HIGHEST CALIBER EXECUTIVES AT A COST THAT IS JUSTIFIABLE TO THE BOARD OF TRUSTEES AND OUR MEMBERS AND CONSISTENT WITH OUR CHARITABLE MISSION." BASED UPON THOSE PRINCIPLES, THE PHILOSOPHY CONFIRMS THAT ALTHOUGH COMPENSATION WILL BE COMPETITIVE AS COMPARED TO COMPARABLE HEALTH CARE ORGANIZATIONS, BASE SALARY RANGES WILL BE BUILT AROUND 50TH PERCENTILE MARKET BASE PAY LEVELS, ANNUAL INCENTIVES WILL BE TARGETED AT THE 50TH PERCENTILE (WITH AN OPPORTUNITY TO EARN ABOVE THAT LEVEL BASED ON PERFORMANCE), AND BENEFITS AND PERQUISITES WILL BE ESTABLISHED CONSISTENT WITH MARKET PRACTICES. CONSISTENT WITH THIS PHILOSOPHY, THE COMMITTEE REVIEWS AND APPROVES THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING SALARY INCREASES AND INCENTIVE COMPENSATION CRITERIA FOR THE GHC CEO, EXECUTIVE VICE PRESIDENTS AND VICE PRESIDENTS (WHICH GROUP INCLUDES ALL GHC KEY EMPLOYEES AND GHC OFFICERS, EXCLUDING THE CHAIR OF THE BOARD AND THE VICE CHAIR, WHO ARE NOT EMPLOYED BY GHC). THE COMMITTEE ALSO HIRES A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT (AN INDEPENDENT EXPERT) TO REVIEW, ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF THE CEO, EXECUTIVE VICE PRESIDENTS AND VICE PRESIDENTS. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM THE INDEPENDENT EXPERTS, I.E., COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT, OF SIMILAR SIZE AND IN THE SAME INDUSTRY) FOR SIMILAR JOB RESPONSIBILITIES. THE COMMITTEE'S WRITTEN RECORDS AND MINUTES INCLUDE THE (1) TERMS OF THE ARRANGEMENT WITH THE DISQUALIFIED PERSON (INCLUDING THE DATE THE ARRANGEMENT WAS APPROVED); (2) A LIST OF MEMBERS PRESENT DURING THE DEBATE ON THE TRANSACTION (AND HOW THE MEMBERS VOTED WHEN IT WAS APPROVED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. KEY DELIBERATIONS OF THE COMMITTEE ARE ALSO DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING. THE COMMITTEE'S COMPENSATION DECISIONS ARE SHARED WITH THE FULL BOARD OF TRUSTEES. |
| PUBLIC INFORMATION | PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FOUNDATION POLICIES INCLUDING CONFLICT OF INTEREST, DISCLOSURE OF MISCONDUCT (WHISTLEBLOWER) AND DOCUMENT RETENTION AND DESTRUCTION ARE AVAILABLE ON THE WEBSITE. FOUNDATION FORM 990 IS ALSO AVAILABLE ON THE WEBSITE. |
| NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS | PART XI, LINE 5 | UNRESTRICTED - UNREALIZED GAIN/LOSS ON INVESTMENTS $708,788 TEMPORARY RESTRICTED - UNREALIZED GAIN/LOSS ON INVESTMENTS $1,036,954 ANNUITY RESERVE ADJUSTMENTS - UNREALIZED GAIN/LOSS $161,270 ---------- TOTAL $1,907,012 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Group Health Cooperative | ||||||||||
| 320 Westlake Ave N Suite 100 | Seattle | WA | 98109 | 910511770 | Hospital | WA | 501(c)(3) | 3 | NA | false |
| Auxiliary Group Health Cooperative | ||||||||||
| 320 Westlake Ave N Suite 100 | Seattle | WA | 98109 | 237438071 | Auxiliary | WA | 501(c)(3) | 11A | GHC | false |
| Group Health Northwest | ||||||||||
| 320 Westlake Ave N Suite 100 | Seattle | WA | 98109 | 911216856 | Inactive | WA | 501(c)(3) | 11A | GHC | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| Group Health Options Inc | |||||||||
| 320 Westlake Ave N Suite 100 | Seattle | WA | 981095233 | 911467158 | Insurance | WA | NA | C CORP | false |
| KPS Health Plans | |||||||||
| 400 Warren Ave | Bremerton | WA | 98337 | 910540525 | Insurance | WA | NA | C Corp | false |
| Group Health Services Inc | |||||||||
| 302 Westlake Ave N Suite 100 | Seattle | WA | 981095233 | 911392222 | Inactive | WA | NA | C Corp | false |
| Group Health of Washington | |||||||||
| 320 Westlake Ave N Suite 100 | Seattle | WA | 981095233 | 911314907 | Inactive | WA | NA | C Corp | false |
| 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 |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| 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 | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |