2011-12-15T18:29:27-07:00 2011-06-30 990 2010-07-01 953863994 BETTY FORD CENTER AT EISENHOWER BETT 7607734100 39000 Bob Hope Drive Rancho Mirage CA 92270 Richard Prusinowski 7608378949 2011-12-15 2010 2016-02-24 21:20:13Z Betty Ford Center John T Schwarzlose 39000 Bob Hope Drive Rancho Mirage CA 92270 62335622 0 X www.bettyfordcenter.org X 1983 CA To provide effective alcohol and other drug dependency treatment services, including programs of education and research, to help women, men and families begin the process of recovery. 13 11 314 92 0 0 5168004 4745068 26392784 31908840 704858 1165612 708067 741575 32973713 38561095 0 0 0 0 18968368 20317957 31140 6146 1532624 15416432 17074536 34415940 37398639 -1442227 1162456 72638082 74471891 19734314 18160865 52903768 56311026 To provide effective alcohol and other drug dependency treatment services, including programs of education and research, to help women, men and families begin the process of recovery. 0 0 29549263 0 32765946 During the year approximately 1,700 patients received treatment at the Center in various programs and 1,200 family members participated in the Family program. More than $1.7 million was provided in financial assistance for patients in treatment. There were 1,545 children and parents participating in one of the three Children's programs located in California, Texas or Colorado. Over 90% of the participants received $1.1 million in financial assistance to attend. The children's program staff made more than 20,000 community contacts concerning the disease of addiciton and how it has a complex effect on children. During the year there were 170 participants in week-long professonal education programs. The Center sponsored the Awareness Hour which helps dispel myths about addiciton and treatment. The lectures were free and opened to the public and more than 1,500 people attended. Two Women's Symposium's were sponsored by the Center and 350 people celebrated recovery by learning about the latest in treatment practices designed to benefit women. 0 0 0 29549263 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 105 0 1 314 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ CO FL GA KY MA ME NJ NM NY OK OR PA SC TN X Richard J Prusinowski 7608378949 39-000 Bob Hope Drive Rancho Mirage CA 922703221 Anthon Tornay MD 8 X 193750 0 0 Madeline Redstone 2 X 0 0 0 Ed Monarch 2 X 0 0 0 John Schwarzlose 40 X X 360650 0 82735 Lois Horvitz 2 X 0 0 0 James Greenbaum 3 X 0 0 0 Mary Turner Pattiz 4 X 0 0 0 G Aubrey Serfling 2 X 0 0 0 Cini Gannon Robb 2 X 0 0 0 Caroline A Cochener 2 X 0 0 0 Eric J Lund 2 X 0 0 0 A Thomas McLellan PHD 2 X 0 0 0 Dennie Jagger 2 X 0 0 0 Betty Ford 2 X 0 0 0 Michael Martella 2 X 0 0 0 Geoffrey Mason 2 X 0 0 0 Susan Ford Bales 2.00 X 20833 0 0 Joan O'Neil 2 X 0 0 0 James Green 40 X 0 0 0 James Onorato 40 X 126926 0 12475 Michael Neatherton 40 X 770085 0 41436 Garrett O'Connor MD 40 X 378513 0 0 Jerry Moe 40 X 215123 0 34512 John Boop 40 X 235565 0 36067 Johanna O'Flaherty 40 X 133619 0 5467 Daryl Bullock 40 X 185403 0 8286 David Hutchinson 40 X 131034 0 23684 Charlene Montgomery 40 X 131112 0 18194 Leonard Bade 40 X 137442 0 8671 3020055 0 271527 13 0 1 0 Garrett O'Connor 604 West Desert Drive Rancho Mirage CA 92270 Psychiatrist 378512 Mountain Sports Medicine PO Box 207 West Dover VT 05356 Addiction Medicine Physician 334500 Sean Barlow MD 41865 Boardwalk Suite 216 Palm Desert CA 92211 Psychiatry 336359 James W Golden MD 225 East Las Tunas Drive San Gabriel CA 91776 Physician 305000 Jones Day 3161 Michelson Drive Suite 800 Irvine CA 92612 Legal Services 201731 9 0 0 377395 0 0 4367673 0 4745068 Net Patient Revenues 622000 31908840 31908840 0 0 0 0 0 0 31908840 549269 0 0 549269 0 0 0 0 0 0 0 0 0 0 24256466 0 23640123 0 616343 0 616343 0 0 616343 18873 377395 134404 -115531 0 -115531 Addicition Consulting 900099 566247 566247 0 0 Addicition Training 900099 104471 104471 0 0 Dietary and Misc Revenues 900099 186388 186388 0 0 0 0 0 0 857106 38561095 32765946 0 1050081 1850932 794811 804098 252023 13966083 12252056 1093293 620734 532706 377908 125336 29462 2928313 2058596 717055 152662 1039923 757117 231674 51132 703127 703127 199430 189434 9996 111878 111878 32083 32083 6146 6146 126617 126617 4894587 4337735 471895 84957 907505 8407 898361 737 1434545 1104465 209352 120728 214104 79 214025 2346617 1994594 246418 105605 347450 244634 55641 47175 25767 22330 1995 1442 1052273 1052273 2210796 2154486 34249 22061 767322 767322 Bad Debt Expenses 795893 317090 478803 Anniversary Weekend Expense 152457 31308 116495 4654 Loss on Retirement of Fixed Assets 416183 416183 0 0 335902 154742 158050 23110 37398639 29549263 6316752 1532624 676618 1589139 11062999 10659427 407937 684467 276500 252500 218233 185785 62283581 22338745 40862981 39944836 18267232 20065465 865582 1090272 72638082 74471891 5518599 6564938 0 771863 1321836 0 0 13443852 10274091 0 0 19734314 18160865 X 35925840 37169866 7396754 9141022 9581174 10000138 52903768 56311026 72638082 74471891 X 1162456 2244802 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 32083 0 0 32083 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Direct contact with elected officials and their staff regarding pending legislation that would effect the Center's ability to provide care. 9581174 418964 0 0 0 0 10000138 8223716 1357458 0 0 0 0 9581174 8145548 78168 0 0 0 0 8223716 0 1 0 0 0 0 5542979 5542979 0 42959482 14133621 28825861 0 0 0 0 0 13532045 8205124 5326921 0 249075 0 249075 39944836 0 0 38561095 37398639 1162456 2244800 0 0 0 0 2244800 3407256 40794809 2244800 0 0 0 2244800 38550009 126616 -115530 11086 38561095 37387552 0 0 0 0 0 37387552 126617 -115530 11087 37398639 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The endowment income has two intended uses. The first is to provide Financial Support for men, women and famililes to particiapte in treatment or the related education sessions and second, to assist students in attending additiction treatment training programs at the Center. SchD_P10_S00_L02 Schedule D, Part X, Line 2 BFC has been recognized by the Internal Revenue Service as an organization exempt from income tax under Internal Revenue Code Section 501(c)(3) and classified as other than a private foundation, and has been recognized by the California Franchise Tax Board as exempt from California franchise taxes under Revenue and Taxation Code Section 23701(d) except for income unrelated to BFC's exempt purpose. Accordingly, no provision for income taxes has been recorded in the accompanying financial statements related to BFC. As of July 1, 2009, the Center adopted accounting guidance related to uncertain tax positions. In accordance with this guidance, management is required to determine whether a tax position of the Center is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. Derecognition of a tax benefit previously recognized could result in the Center recording a tax liability that would reduce net assets. The Center has reviewed all significant tax positions for material tax jurisdictions including the US federal and California state tax jurisdictions for which the statute of limitations remained open which is generally three years for federal and four years for California. The open tax years are 2007 through 2010 for federal and 2006 through 2010 for California tax years and management determined that there were no material unrecognized tax benefits. However, the statute can be extended if there was a failure to file a necessary tax return such as for unrelated business income. In addition, management determined that there have been no material changes in unrecognized benefits as of June 30, 2010 and June 30, 2011, and there are no material changes anticipated in the 12 months following June 30, 2011. However, management's conclusions regarding this policy may be subject to review and adjustment at a later date based on factors including, but not limited to, on-going analyses of and changes to tax laws, regulations and interpretations thereof. There have been no related tax penalties or interest, which would be classified as operating or interest expense in the statement of activities and changes in net assets. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b BFI Golf Tournament SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b BFI Golf Tournament Betty Ford Invitational 396268 377395 18873 12500 0 0 26788 9350 85766 0 0 396268 377395 18873 12500 0 0 26788 9350 85766 134404 -115531 1 1 0 1 X 5 1 1 1 0 0 0 0 2089357 0 2089357 0.056 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2089357 0 2089357 0.056 0 0 1743247 1743247 0.047 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1743247 0 1743247 0.047 0 0 3832604 0 3832604 0.103 1 245086 0 0 0 0 X 0 1 1 Betty Ford Center at Eisenhower

39000 Bob Hope Drive Rancho Mirage CA 92270

X Betty Ford Center at Eisenhower 1 0 1 0 1 500 1 X X 1 1 X X 1 X 1 X X X X X 0 X X 0 0 SchH_P01_S00_L03c Schedule H, Part I, Line 3c N/A SchH_P01_S00_L07 Schedule H, Part I, Line 7 Internal Allocation of indirect costs to Patient Care, Non-patient Care and Community Service functions of the Center based upon proportion of direct costs to total costs within each category. SchH_P01_S00_L072f Schedule H, Part I, Line 7, Column f $209,458 SchH_P01_S00_L07g Schedule H, Part I, Line 7g not applicable SchH_P03_S0A_L04 Schedule H, Part III, Section A, Line 4 Past due balances that are delinquent beyond the acceptable terms of credit for each patient are reviewed individually for collectability. The Center provides for probable uncollectible amounts through a charge to earnings and a credit to the allowance for doubtful accounts based on its assessment of the current status of individual accounts. Balances that are still outstanding after the Center has used reasonable collection efforts are written off through a charge to the valuation allowance and a credit to patients accounts receivable. SchH_P03_S0B_L08 Schedule H, Part III, Section B, Line 8 The Center does not participate in Medicare. SchH_P05_S0B_L15 Schedule H, Part V, Section B, Line 15 Sent account to collection agency. SchH_P05_S0B_L18 Schedule H, Part V, Section B, Line 18 The Center does not admit patients needing emergency medical care. Those patients are referred to an acute care facility. SchH_P05_S0B_L19 Schedule H, Part V, Section B, Line 19 The Center refers all emergency medical patients to an acute care facility for treatment. SchH_P06_S00_L02 Schedule H, Part VI, Line 2 Alcohol and chemical addiction are well documented health care problems within the United States. The Center seeks to provide effective alcohol and other drug dependency treatment services on a national (and international) basis, including programs of education and research to help women, men and families in the process of recovery. SchH_P06_S00_L03 Schedule H, Part VI, Line 3 The Center publishes the availability of financial assistance on its website, within published materials and during the process of admission into the Center. SchH_P06_S00_L04 Schedule H, Part VI, Line 4 The Center is a specialty health care facility, not a community based hospital. Accordingly, geographic and demographic constitutents are national and international. Approximately, 50% of the patients admitted to the Center are from the State of California. SchH_P06_S00_L06 Schedule H, Part VI, Line 6 Not applicable. SchH_P06_S00_L07 Schedule H, Part VI, Line 7 Not applicable X X X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 John Schwarzlose 336026 0 0 0 24624 0 51220 0 31515 0 443385 0 0 Michael Neatherton 0 0 0 0 770085 0 0 0 41435 0 811520 0 0 John Boop 198541 0 0 0 37024 0 15750 0 20317 0 271632 0 0 Jerry Moe 212102 0 0 0 3022 0 8876 0 25636 0 249636 0 0 Daryl Bullock 179197 0 0 0 6206 0 7432 0 854 0 193689 0 0 David Hutchinson 129845 0 0 0 1189 0 5446 0 18238 0 154718 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a The Center's policy allows for first class travel on the part of certain executives if business class is unavailable. In such situations, the individual reimburses the Center for the difference in first class and the business class fare. On occasion, travel for spouses or companions is permitted for business-related social functions. One employee domiciled outside California, receives a housing allowance in lieu of hotel reimbursement while working at the Center. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Two executives participate in a non-qualified retirement plan as part of their compensation arrangements. The contribution applicable for 2010 amounted to $35,470 for John T Schwarzlose. During the year there was a SERP distribution to the chief operating officer in the amount of $355,587. During the year, the chief operating officer received severance pay in the amount of $153,005. John Schwarzlose Personal X 240000 144000 0 1 1 Michael Neatherton Personal X 155000 108500 0 1 1 252500 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 The Center buys some operating support services from Eisenhower Medical Center (EMC). Aubrey Serfling is a member of the Center's Board of Directors, the Chief Executive officer of EMC and a member of the EMC Board of Trustees. Lois Horvitz and John Schwarzlose are members of both the Center's Board of Directors and EMC Board of Trustees. Madeline Redstone is a member of the Center's Board of Directors and her spouse is a member of the EMC Board of Trustees. One of the Center's Board of Directors is the personal physician of three other members of the Center's Board of Directors. The Center's corporate counsel represents two members of the Center's Board of Directors. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a Each board member is sent a copy of the 990 for review before filing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Officers, Directors, trustees and members of senior management are required to complete annual conflict of interest statements which are reviewed by the Center's legal counsel. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Compensation for the Center's CEO and COO has been reviewed and approved annually using comparable data including 990's from similar organizations, pre-established performance criteria, compensaton surveys and other factors. The review is conducted by independent trustees with input from ouside compensaton consultants. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Center does not routinely make its governing documents and conflict of interest policy available to the public, but will consider written requests for this information. Audited financial statements are made available upon written requests. F990_P11_S00_L05 Form 990, Part XI, Line 5 Change is reflective of unrealized gains/losses on marketable securities. Hardy Charitable Remainder Unitrust 6 Percent Union Bank of California PO Box 45174 San Francisco CA 941450174 336155740 Charitable Trust Account CA N/A T 0 82396 1 Waddle 1993 Unitrust #6702006870 7 Percent Union Bank of California PO Box 45174 San Francisco CA 941450174 336129693 Charitable Trust Account CA N/A T 0 102937 1 California Gift Annuity Fund Union Bank of California PO Box 45174 San Francisco CA 941450174 Gift Annuity Fund CA N/A T 0 69554 1 Non-California Gift Annuity Fund Union Bank of California PO Box 45174 San Francisco CA 941450174 Gift Annuity Fund CA N/A T 0 8042 1 Reifschneider Annuity Harford Life and Annuity PO Box 2999 Hartford CT 06104 Gift Annuity Account CA N/A T 0 581138 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Extension Filed