MARTIN MEMORIAL FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN MEMORIAL FOUNDATION INC (EIN 59-2343938)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-13
- IRS object ID
- 201202269349300125
- Schema version
- 2010v3.2
- 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 | 2012-08-13T09:00:30-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Las Olas Blvd | AddressLine1 |
| Address Line2 | Suite 1100 | AddressLine2 |
| City | Fort Lauderdale | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592343938 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN MEMORIAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MART | NameControl |
| Phone | 7722875200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 9033 | AddressLine1 |
| City | Stuart | City |
| State | FL | State |
| ZIP Code | 34995 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK ROBITAILLE | Name |
| Title | PRESIDENT/CEO | Title |
| Date Signed | 2012-08-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cindy Kushner | Name |
| Phone | 9542028600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN HEALTH FOUNDATION | BusinessNameLine1 |
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK E ROBITAILLE | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Hospital Ave | AddressLine1 |
| City | Stuart | City |
| State | FL | State |
| ZIP Code | 34994 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7560980 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | GIVEMHF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | MARTIN MEMORIAL FOUNDATION SUPPORTS MARTIN MEMORIAL MEDICAL CENTER, A NOT-FOR-PROFIT HOSPITAL BY RAISING FUNDS FOR CAPITAL EQUIPMENT, EDUCATION AND GENERAL OPERATIONS OF THE HOSPITAL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 71 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5639155 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6791052 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 445827 | InvestmentIncomePriorYear |
| Investment Income Current Year | 353735 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -159185 | OtherRevenuePriorYear |
| Other Revenue Current Year | -212339 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5925797 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6932448 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2815067 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3387307 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1004788 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1072946 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 58147 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 61134 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1493966 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 419150 | OtherExpensePriorYear |
| Other Expenses Current Year | 759014 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4297152 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5280401 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1628645 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1652047 | RevenuesLessExpensesCY |
| Total Assets BOY | 17634283 | TotalAssetsBOY |
| Total Assets EOY | 21584942 | TotalAssetsEOY |
| Total Liabilities BOY | 1237658 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3958079 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16396625 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17626863 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MARTIN MEMORIAL FOUNDATION GENERATES FINANCIAL SUPPORT FOR PATIENT CARE, EDUCATION AND CLINICAL RESEARCH FOR MARTIN MEMORIAL HEALTH SYSTEMS TO SUPPORT ITS MISSION: "TO PROVIDE EXCEPTIONAL HEALTH CARE, HOPE AND COMPASSION TO EVERY PATIENT, EVERY TIME". | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3250814 | Expense |
| Grants | 3250814 | Grants |
| Description | MARTIN MEMORIAL FOUNDATION PROVIDED SUPPORT TO MARTIN MEMORIAL MEDICAL CENTER A NOT-FOR-PROFIT HOSPITAL BECAUSE OF ITS CONTINUING MISSION OF PROVIDING OUTSTANDING PATIENT CARE TO MARTIN AND SOUTHERN ST. LUCIE COUNTIES. THE FOUNDATION'S CHRYSANTHEMUM BALL HAS BECOME AN ANNUAL EVENT IN MARTIN COUNTY INVOLVING MANY COMMUNITY MEMBERS AND BUSINESSES. THE PURPOSE OF THE BALL IS TO RAISE FUNDS FOR SPECIFIC AREAS OF NEED WITHIN MARTIN MEMORIAL MEDICAL CENTER. THE NOVEMBER 2010 BALL'S FUNDS BEING DEDICATED TO THE EXPANSION AND RENOVATION OF THE INTERVENTION RADIOLOGY SUITE WITHIN THE MEDICAL CENTER. THE FOUNDATION ALSO PRODUCES THE GOOMBAY BASH EVENT ANNUALLY. THE GOOMBAY BASH IS DESIGNED TO SUPPORT THE MATERNAL CHILD SERVICES DEPARTMENT AT MARTIN MEMORIAL MEDICAL CENTER. THE GOOMBAY EVENT MADE IT POSSIBLE FOR THE FOUNDATION TO FUND THE PURCHASE OF PEDIATRIC REHAB EQUIPMENT, BASSINETS, BOOKS, AND MADE IT POSSIBLE FOR NURSING STAFF TO MAKE FOLLOW UP VISITS TO THE HOMES OF NEW BORN BABIES AND THEIR MOTHERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 128096 | Expense |
| Grants | 128096 | Grants |
| Description | MARTIN MEMORIAL FOUNDATION PROVIDED SUPPORT TO COASTAL CARE CORPORATION, A NOT FOR PROFIT HEALTH CARE CORPORATION. WITH THE FUNDING PROVIDED BY THE FOUNDATION, COASTAL CARE WAS ABLE TO PROVIDE FREE MAMMOGRAPHY SERVICES TO WOMEN THROUGH ITS DIAGNOSTIC LABORATORIES. COASTAL CARE CORPORATION SAW 89,038 PATIENTS THROUGH ITS DIAGNOSTIC AND MRI FACILITIES, 8,291 PATIENTS THROUGH ITS MEDICAL CENTER WALK IN CLINICS, AND PROVIDED 9,801 PATIENT TRANSPORTS THROUGH ITS AMBULANCE SERVICES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8397 | Expense |
| Grants | 8397 | Grants |
| Description | MARTIN MEMORIAL FOUNDATION PAYS FOR VARIOUS MEDICAL AND DENTAL PROCEDURES FOR INDIGENT CHILDREN. THESE PAYMENTS ARE MADE DIRECTLY TO THE HEALTH CARE PROVIDER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3387307 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | 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 |
| 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 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| 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 | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 |
| 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 |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles Cleaver | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7722875200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Hospital Ave | AddressLine1 |
| City | Stuart | City |
| State | FL | State |
| ZIP Code | 34946 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LEE BOUGHNER | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| STEVEN BERES | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| ERIC CRAWFORD | ||||||
| CHAIRPERSON - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | X |
| NANCY CROWDER-MCCOY | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| DWIGHT DENNY | ||||||
| TREASURER - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | X |
| LINDA EVANS | ||||||
| DIRECTOR/SECRETARY | 1 | X | 0 | 0 | 0 | X |
| JOSEPH GAGE MD | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| SHELLY GUERARD | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| JOHN KELLER | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| JULES KNAPP | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| J PHILIPPE LATREILLE | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| GEORGE LEHACH | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| LINDA LOEWENBERG | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| NORMAN MCCARVILL | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| EILEEN MORRIS | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| PATRICIA NOONAN | ||||||
| CHAIRPERSON - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | X |
| JAMES ORR III | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| ERIC PFEIFFER MD | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| MARGARET RICHEBOURG | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| PHILIP SCHEIN MD | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| BOB WEISSMAN | ||||||
| DIRECTOR | 1 | X | 0 | 0 | 0 | |
| CALVIN R SHANK | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| MARK E ROBITAILLE | ||||||
| PRESIDENT/CEO | 1 | X | 0 | 1084954 | 48003 | X |
| ARTHUR BRINK JR | ||||||
| VP | 50 | X | 0 | 288220 | 36399 | X |
| L MARK COCORULLO | ||||||
| SR. VP/CFO | 1 | 0 | 457343 | 60575 | X | |
| CYNTHIA ANGELOS | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| NORMAN COOLING | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| JOHN FORDE | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| BONNIE JOHNSTON | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| WILLIAM H LICHTENBERGER | ||||||
| DIRECTOR - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| JOHN LOEWENBERG | ||||||
| TREASURER - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1830517 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 144977 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELING SERVICE CO LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 27462 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100877462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING SERVICES | DescriptionOfServices |
| Compensation | 235000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 46982 | FederatedCampaigns |
| Fundraising Events | 1054292 | FundraisingEvents |
| All Other Contributions | 5689778 | AllOtherContributions |
| Noncash Contributions | 495677 | NoncashContributions |
| Total Contributions | 6791052 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 313980 | TotalRevenueColumn |
| Exclusion | $313,980 | 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 | 379390 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 339635 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39755 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39755 | TotalRevenueColumn |
| Exclusion | $39,755 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 76558 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1054292 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 288897 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -212339 | TotalRevenueColumn |
| Exclusion | -$212,339 | 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 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6932448 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $141,396 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3378910 | Total |
| Program Services | 3378910 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8397 | Total |
| Program Services | 8397 | 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 | 924590 | Total |
| Management And General | 184918 | ManagementAndGeneral |
| Fundraising | 739672 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20090 | Total |
| Management And General | 4018 | ManagementAndGeneral |
| Fundraising | 16072 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78640 | Total |
| Management And General | 15728 | ManagementAndGeneral |
| Fundraising | 62912 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49626 | Total |
| Management And General | 9925 | ManagementAndGeneral |
| Fundraising | 39701 | Fundraising |
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 | 427 | Total |
| Management And General | 427 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26904 | Total |
| Management And General | 5381 | ManagementAndGeneral |
| Fundraising | 21523 | Fundraising |
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 | 61134 | Total |
| Fundraising | 61134 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14037 | Total |
| Management And General | 14037 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266100 | Total |
| Management And General | 78100 | ManagementAndGeneral |
| Fundraising | 188000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133359 | Total |
| Management And General | 11480 | ManagementAndGeneral |
| Fundraising | 121879 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39737 | Total |
| Management And General | 7866 | ManagementAndGeneral |
| Fundraising | 31871 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 800 | Total |
| Management And General | 160 | ManagementAndGeneral |
| Fundraising | 640 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209833 | Total |
| Management And General | 41967 | ManagementAndGeneral |
| Fundraising | 167866 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9611 | Total |
| Management And General | 1922 | ManagementAndGeneral |
| Fundraising | 7689 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7555 | Total |
| Management And General | 1511 | ManagementAndGeneral |
| Fundraising | 6044 | Fundraising |
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 | 20820 | Total |
| Management And General | 4164 | ManagementAndGeneral |
| Fundraising | 16656 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14448 | Total |
| Management And General | 14448 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Total | 15383 | Total |
| Management And General | 3076 | ManagementAndGeneral |
| Fundraising | 12307 | Fundraising |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5280401 | Total |
| Program Services | 3387307 | ProgramServices |
| Management And General | 399128 | ManagementAndGeneral |
| Fundraising | 1493966 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6441 | BOY |
| EOY | 100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531194 | BOY |
| EOY | 200454 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3606241 | BOY |
| EOY | 4203735 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47801 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 745 | BOY |
| EOY | 745 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 182110 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 110163 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88248 | BOY |
| EOY | 71947 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13353613 | BOY |
| EOY | 17107661 | 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 |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 300 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17634283 | BOY |
| EOY | 21584942 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237658 | BOY |
| EOY | 3568959 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 389120 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237658 | BOY |
| EOY | 3958079 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1492000 | BOY |
| EOY | 2667894 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11799755 | BOY |
| EOY | 11890149 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3104870 | BOY |
| EOY | 3068820 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16396625 | BOY |
| EOY | 17626863 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17634283 | BOY |
| EOY | 21584942 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1652047 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -421809 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| 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 | 4410362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5006253 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7601602 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5639155 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6106707 | CurrentTaxYear |
| Total | 28764079 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4410362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5006253 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7601602 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5639155 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6106707 | CurrentTaxYear |
| Total | 28764079 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3607920 | AmountsSubstContributorsTotal |
| Public Support Total170 | 25156159 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 292003 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 128618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 633940 | CurrentTaxYearMinus1Year |
| Current Tax Year | 313980 | CurrentTaxYear |
| Total | 1510746 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 99198 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110515 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 80520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 76558 | CurrentTaxYear |
| Total | 406391 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 30681216 | TotalSupport |
| Gross Receipts From Admissions Etc | 0 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81990 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82530 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | OTHER INCOME, SCHEDULE A, PART II, LINE 10, GROSS INCOME FROM FUNDRAISING EVENTS: 2006 - $99,198 2007 - $39,600 2008 - $110,515 2009 - $80,520 2010 - $76,558, | GeneralExplanation |
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 | 5400634 | BeginningOfYearBalance |
| Contributions | 73245 | Contributions |
| Investment Earnings Or Losses | -45218 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 72421 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 5356240 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4797137 | BeginningOfYearBalance |
| Contributions | 93885 | Contributions |
| Investment Earnings Or Losses | 532094 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 22482 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 5400634 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3980110 | BeginningOfYearBalance |
| Contributions | 1175997 | Contributions |
| Investment Earnings Or Losses | -354581 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 4389 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 4797137 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.48420 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.46030 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05550 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39081 | OtherCostOrOtherBasis |
| Depreciation | 16992 | Depreciation |
| Book Value | 22089 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 134829 | OtherCostOrOtherBasis |
| Depreciation | 93171 | Depreciation |
| Book Value | 41658 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 8200 | InvestmentCostOrOtherBasis |
| Book Value | 8200 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71947 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $389,120 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 389120 | TotalOfAmounts |
| Total Revenue | 6932448 | TotalRevenue |
| Total Expenses | 5280401 | TotalExpenses |
| Excess Or Deficit For Year | 1652047 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -366417 | NetUnrealizedGLOnInvestments |
| Other | -$55,392 | OtherAmount |
| Total Adjustments | -421809 | TotalAdjustments |
| Excess Or Deficit Per FS | 1230238 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6785498 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -366417 | NetUnrealizedGainsInvestments |
| Other Revenues | 233506 | OtherRevenues |
| Revenue Not Rptd F990 | -132911 | RevenueNotRptdF990 |
| Revenue Subtotal | 6918409 | RevenueSubtotal |
| Investment Expenses Not Included | 14039 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 14039 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6932448 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5555260 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 288898 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 288898 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5266362 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 14039 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 14039 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5280401 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | MARTIN MEMORIAL FOUNDATION, INC. HOLDS THE ENDOWMENT FUNDS WITH THE INTENDED PURPOSE TO SUPPORT MARTIN MEMORIAL MEDICAL CENTER, INC. ("MMMC"), WHICH ARE BOTH RELATED ORGANIZATIONS. THE FUNDS ARE USED BY MMMC FOR A VARIETY OF PATIENT CARE ACTIVITIES AND PROGRAMS INCLUDING SUPPORT OF THE CANCER CENTER, SUPPORT OF NURSING EDUCATION, FOR THE PURCHASE OF MEDICAL EQUIPMENT, SUPPORT OF THE HEART CENTER, AND OTHER GENERAL HEALTHCARE ACTIVITIES. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | MARTIN MEMORIAL FOUNDATION IS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WITH MARTIN MEMORIAL HEALTH SYSTEM AND AFFILIATES. BELOW ARE THE RELEVANT PARAGRAPHS FROM THE FIN 48 FOOTNOTE OF THOSE FINANCIAL STATEMENTS: THE SYSTEM AND ITS AFFILIATES, EXCEPT MFMI, MMPC AND THE PARTNERSHIPS, ARE EXEMPT FROM INCOME TAXES AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND ARE EXEMPT FROM STATE INCOME TAXES PURSUANT TO FLORIDA STATUTE CHAPTER 220.13. SHOULD THE SYSTEM AND ITS EXEMPT AFFILIATES GENERATE BUSINESS INCOME UNRELATED TO ITS EXEMPT PURPOSE, FEDERAL AND STATE INCOME TAXES WOULD BE DUE ON THE UNRELATED BUSINESS INCOME. ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, PRESCRIBES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS RECOGNIZED IN FINANCIAL STATEMENTS. ASC 740 PROVIDES GUIDANCE FOR RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE WERE NO UNCERTAIN TAX POSITIONS RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS AT SEPTEMBER 30, 2011 OR 2010. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| 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
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEGIANT DIRECT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 278 FRANKLIN ROAD SUITE 290 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 205216 | GrossReceipts |
| Amount Retained By Contractor | 61134 | AmountRetainedByContractor |
| Net To Organization | 144082 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 205216 | TotalGrossReceipts |
| Total Retained By Contractors | 61134 | TotalRetainedByContractors |
| Total Net To Organization | 144082 | TotalNetToOrganization |
| Licensed States | FL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHRYSANTHEMUM BALL | NameOfEvent1 |
| Gross Receipts Event1 | 900000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 855000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 45000 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 101916 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 47010 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 35930 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 41669 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOOMBAY BASH | NameOfEvent2 |
| Gross Receipts Event2 | 158612 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 133500 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 25112 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 4081 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 4449 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 23476 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 14402 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 72238 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 65792 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 6446 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 848 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 550 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 14566 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1130850 | GrossReceiptsTotal |
| Charitable Contributions Total | 1054292 | CharitableContributionsTotal |
| Gross Revenue Total Events | 76558 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 106845 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 52009 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 59406 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 70637 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 288897 | DirectExpenseSummaryEvents |
| Net Income Summary | -212339 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| MARTIN MEMORIAL MEDICAL CENTER INC | ||||||||||
| PO BOX 9010 | STUART | FL | 349959010 | 590637874 | 501(C)(3) | 3250814 | 0 | N/A | N/A | PROGRAM SUPPORT |
| COASTAL CARE CORPORATION | ||||||||||
| PO BOX 9033 | STUART | FL | 349959033 | 592333374 | 501(C)(3) | 128096 | 0 | N/A | N/A | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | MEDICAL AND DENTAL ASSISTANCE TO INDIGENT CHILDREN | TypeOfGrant |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 8397 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | MARTIN MEMORIAL MEDICAL CENTER AND COASTAL CARE CORPORATION ARE RELATED EXEMPT ORGANIZATIONS. THE GRANTS ARE MONITORED BY THE OFFICERS OF MARTIN MEMORIAL FOUNDATION. PAYMENTS FOR INDIGENT CHILDREN ARE MADE DIRECTLY TO THE HEALTH CARE ORGANIZATION PROVIDING CARE AFTER BEING REVIEWED BY A COMMITTEE SET UP FOR THIS PURPOSE. | 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 |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK E ROBITAILLE | |||||||||||||
| 0 | 528711 | 0 | 142951 | 0 | 413292 | 0 | 16500 | 0 | 31503 | 0 | 1132957 | 0 | 0 |
| ARTHUR BRINK JR | |||||||||||||
| 0 | 236129 | 0 | 52091 | 0 | 0 | 0 | 10992 | 0 | 25407 | 0 | 324619 | 0 | 0 |
| L MARK COCORULLO | |||||||||||||
| 0 | 348282 | 0 | 90466 | 0 | 18595 | 0 | 36882 | 0 | 23693 | 0 | 517918 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | MARK ROBITAILLE AND L. MARK COCORULLO PARTICIPATE IN AN UNQUALIFIED DEFINED BENEFIT SERP PLAN. MR. ROBITAILLE BECAME VESTED IN THE PLAN DURING THE YEAR AND THE $413,120 VESTING AMOUNT WAS REPORTED ON HIS W-2. MR. COCORULLO ALSO BECAME VESTED DURING THE YEAR AND HIS VESTING AMOUNT OF $14,678 WAS INCLUDED ON HIS W-2. THERE WERE NO DISTRIBUTIONS MADE TO MR. ROBITAILLE OR MR. COCORULLO DURING THE YEAR. MR. BRINK DOES NOT PARTICIPATE IN THIS PLAN. |
| COMPENSATION OF TOP MANAGEMENT OFFICIAL | SCHEDULE J, PART I, LINE 3 | THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, MARK ROBITAILLE, IS PAID BY MARTIN MEMORIAL MEDICAL CENTER ("MMMC"), A RELATED ORGANIZATION. MMMC USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANTS, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY THE BOARD IN THE PROCESS OF DETERMINING COMPENSATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 495677 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Family/business relationships amongst interested persons | Form 990, Part VI, Section A, Line 2 | JOHN LOEWENBERG AND LINDA LOEWENBERG - FAMILY RELATIONSHIP |
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | MARTIN MEMORIAL HEALTH SYSTEMS, INC. A 501(C)(3) TAX EXEMPT CORPORATION IS THE SOLE MEMBER OF MARTIN MEMORIAL FOUNDATION, INC. |
| Members or stockholders electing members of governing body | Form 990, Part VI, Section A, Line 7a | THE MEMBER OF MARTIN MEMORIAL FOUNDATION MAY ELECT, REMOVE OR REPLACE THE MEMBERS OF THE GOVERNING BODY. |
| Decisions requiring approval by members or stockholders | Form 990, Part VI, Section A, Line 7b | .THE BOARD OF DIRECTORS MAY NOT, WITHOUT THE PRIOR APPROVAL OF THE SOLE MEMBER OF THE CORPORATION: 1. ADOPT ANY ANNUAL OR LONG-TERM CAPITAL OR OPERATIONAL BUDGET OR ANY CHANGES THEREIN EXCEEDING FIVE PERCENT (5%) OF THE TOTAL ORIGINAL BUDGET; 2. AUTHORIZE THE CORPORATION TO ENTER INTO ANY CONTRACT OR ENGAGE IN ANY TRANSACTION WHICH IS NOT PROVIDED FOR IN AN ANNUAL OR LONG-TERM CAPITAL OR OPERATIONAL BUDGET APPROVED BY THE SOLE MEMBER OF THE CORPORATION WHERE THE AMOUNT INVOLVED EXCEEDS $100,000.00; 3. ADOPT ANY NEW, OR ANY CHANGES TO EXISTING, LONG-TERM OR MASTER INSTITUTIONAL PLANS OF THE CORPORATION; 4. ADOPT A PLAN OF DISSOLUTION OF THE CORPORATION; 5. AUTHORIZE THE CORPORATION TO ENGAGE IN, OR ENTER INTO, ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; 6. ADOPT A PLAN OF MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; 7. APPROVE ANY CONTRIBUTIONS, GRANTS OR LOANS IN EXCESS OF $10,000.00 BY THE CORPORATION TO ANY OTHER ORGANIZATION OR CORPORATION OTHER THAN THE SOLE MEMBER OF THE CORPORATION; 8. ORGANIZE OR ACQUIRE, OR AUTHORIZE THE ORGANIZATION OR ACQUISITION OF, ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION ("AFFILIATE" SHALL INCLUDE ANY CORPORATION, ASSOCIATION, PARTNERSHIP TRUST, JOINT VENTURE OR OTHER ENTITY DIRECTLY OR INDIRECTLY CONTROLLING, CONTROLLED BY, OR UNDER COMMON CONTROL WITH THE CORPORATION); OR 9. AMEND THE ARTICLES OF INCORPORATION. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11a | THE FORM 990 IS E-MAILED (MAILED IF THE DIRECTOR DOES NOT HAVE E-MAIL) TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FORM 990 BEING FILED. THE FORM 990 ALSO GOES THROUGH A PROCESS WHERE AT LEAST 2 MEMBERS OF MARTIN MEMORIAL'S ACCOUNTING STAFF, THE ASST VP OF FINANCE, THE CFO AND THE PRESIDENT OF MARTIN MEMORIAL REVIEWS THE 990 TO ENSURE THE ACCURACY AND COMPLETENESS OF THE RETURN PRIOR TO IT BEING FILED. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | THE CORPORATE COMPLIANCE OFFICER SURVEYS EACH DIRECTOR, OFFICER AND KEY EMPLOYEE OF MARTIN MEMORIAL FOUNDATION AND RELATED AFFILIATED COMPANIES. THESE ANNUAL SURVEYS ARE DESIGNED TO DETERMINE IF ANY POTENTIAL CONFLICTS OF INTEREST EXIST. THE CORPORATE COMPLIANCE OFFICER EDUCATES BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES OF THEIR RESPONSIBILITY TO REPORT ANY POSSIBLE CONFLICTS OF INTEREST THAT MAY ARISE BETWEEN ANNUAL SURVEYS. THE CORPORATE COMPLIANCE OFFICER ALSO MONITORS AND INVESTIGATES ANY POSSIBLE CONFLICTS THAT MAY ARISE. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE CONFLICT WILL ABSTAIN FROM VOTING ON ANY ISSUES OR PARTICIPATING IN DISCUSSIONS THAT ARE RELATED TO THE CONFLICT OF INTEREST. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | EXECUTIVE COMPENSATION AT MARTIN MEMORIAL HEALTH SYSTEM ("MMHS") IS GOVERNED AND CONTROLLED BY THE COMPENSATION & RETIREMENT COMMITTEE OF THE BOARD OF DIRECTORS ACCORDING TO POLICIES SET BY THE BOARD AS A WHOLE. THE COMMITTEE IS MADE UP ENTIRELY OF COMMUNITY LEADERS, NONE OF WHOM ARE EMPLOYED BY MARTIN MEMORIAL FOUNDATION. THE COMMITTEE DETERMINES PAY LEVELS AT MMHS IN COMPARISON WITH OTHER NOT-FOR-PROFIT HOSPITALS AND HEALTH SYSTEMS LIKE MMHS IN SIZE AND COMPLEXITY AND WHICH SERVE SIMILAR TYPES OF COMMUNITIES. IT LOOKS AT NATIONAL DATA BUT ALSO TAKES INTO CONSIDERATION DATA FROM SIMILAR HEALTH SYSTEMS IN THE SOUTHEAST REGION OF THE COUNTRY. THE COMMITTEE REVIEWS COMPARABILITY DATA ON SALARY LEVELS, INCENTIVE PAY, AND BENEFIT COSTS, ASSESSING EACH ELEMENT OF COMPENSATION INDEPENDENTLY AND TOTAL COMPENSATION IN AGGREGATE. THE COMMITTEE RETAINS INDEPENDENT CONSULTANTS TO GATHER COMPARABILITY DATA ON EXECUTIVE COMPENSATION IN THE MMHS' PEER GROUP. THESE CONSULTANTS REGULARLY ASSIST THE COMMITTEE IN MAKING ITS DETERMINATION THAT EXECUTIVE COMPENSATION AT MMHS REMAINS REASONABLE AND CONSISTENT WITH THE BOARD-APPROVED MMHS EXECUTIVE COMPENSATION PHILOSOPHY. COMPENSATION REPORTED IN THE FORM 990, PARTICULARLY BENEFIT COSTS, MAY BE CONFUSING, ESPECIALLY WHEN MAKING COMPARISONS FROM ONE ORGANIZATION TO ANOTHER OR EVEN FROM ONE YEAR TO ANOTHER FOR THE SAME ORGANIZATION. RETIREMENT BENEFIT COSTS VARY WIDELY DEPENDING ON THE TYPE OF PLAN - DEFINED BENEFIT OR CONTRIBUTION, AND THE AGE AND TENURE OF THE EXECUTIVE. THE COMMITTEE DILIGENTLY FOLLOWS BEST PRACTICES IN GOVERNING EXECUTIVE COMPENSATION, INCLUDING THE PROCESS PRESCRIBED BY THE IRS FOR GOVERNING EXECUTIVE COMPENSATION IN THE TAX-EXEMPT SECTOR. IT IS COMMITTED TO ACCURATELY DISCLOSING EXECUTIVE COMPENSATION ON FORM 990. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES FOLLOWS THE SAME PROCESS AS DESCRIBED IN PART VI, LINE 15A. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | MARTIN MEMORIAL FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. PURSUANT TO IRC SECTION 6104, THE FORM 990 WHICH INCLUDES INCOME STATEMENT AND BALANCE SHEET IS AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ONLINE THROUGH THIRD PARTY REPORTING SERVICES. |
| HOURS WORKED AT RELATED ORGANIZATIONS | FORM 990, PART VII, SECTION A | THE FOLLOWING INTERESTED PERSONS DEVOTE 5 HOURS/WEEK TO MARTIN MEMORIAL MEDICAL CENTER: ARTHUR BRINK, JR. DWIGHT DENNY, GEORGE LEHACH, JOHN LOEWENBERG, JOSEPH GAGE, LEE BOUGHNER, AND SHELLY GUERARD. ARTHUR BRINK, JR. ALSO DEVOTES 1 HOUR/WEEK TO COASTAL CARE CORPORATION. THE FOLLOWING INDIVIDUALS DEVOTE 1 HOUR/WEEK TO MARTIN MEMORIAL HEALTH SYSTEMS: DWIGHT DENNY, GEORGE LEHACH, JAMES ORR III, JOHN LOEWENBERG, AND NORMAN MCCARVILL. BOTH MARK E. ROBITAILLE AND L. MARK COCORULLO DEVOTE 50 HOURS/WEEK TO MARTIN MEMORIAL MEDICAL CENTER, 1 HOUR/WEEK TO COASTAL CARE CORPORATION, AND 1 HOUR/WEEK TO MARTIN MEMORIAL HEALTH SYSTEMS. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -366417; CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS - -55392; |
| AUDIT COMMITTEE | FORM 990, PART XI, LINE 2C | MARTIN MEMORIAL FOUNDATION DOES HAVE AN AUDIT COMMITTEE THAT HAS RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE IS COMPRISED OF BOARD MEMBERS OF MARTIN MEMORIAL FOUNDATION. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| MARTIN MEMORIAL MEDICAL CENTER INC | ||||||||||
| PO BOX 9010 | STUART | FL | 349959010 | 590637874 | HOSPITAL | FL | 501(C)(3) | 3 | MMHS | false |
| MARTIN MEMORIAL HEALTH SYSTEMS INC | ||||||||||
| PO BOX 9033 | STUART | FL | 349959033 | 592307522 | SUPPORTS MARTIN MEMORIAL MEDICAL CENTER AND COASTAL CARE CORPORATION | FL | 501(C)(3) | 11 - Type II | NA | false |
| COASTAL CARE CORPORATION | ||||||||||
| PO BOX 9033 | STUART | FL | 349959033 | 592333374 | HEALTH CARE | FL | 501(C)(3) | 3 | MMHS | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| MEDICAL CENTER AT ST LUCIE WEST LTD | |||||||
| PO BOX 9033 | STUART | FL | 34995 | 650504863 | MEDICAL OFFICES | FL | NA |
| MEDICAL CENTER AT HOBE SOUND LTD | |||||||
| PO BOX 9033 | STUART | FL | 34995 | 650748232 | MEDICAL OFFICES | FL | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MEDICAL & FINANCIAL MANAGEMENT INC | |||||||||||
| PO BOX 9033 | STUART | FL | 349959033 | 592320501 | BILLING AND COLLECTIONS | FL | NA | C CORPORATION | |||
| MARTIN MEMORIAL PHYSICIAN CORPORATION | |||||||||||
| PO BOX 9010 | STUART | FL | 34995 | 650556041 | PHYSICIAN OFFICES | FL | NA | C CORPORATION | |||
| CSC CONDOMINIUM ASSOCIATION | |||||||||||
| PO BOX 9033 | STUART | FL | 349959033 | 592843163 | CONDOMINIUM ASSOCIATION | FL | NA | C CORPORATION | |||
| CHARITABLE REMAINDER TRUST | |||||||||||
| TRUST | FL | MMF | TRUST | 0 | 296046 | 1 | |||||
| CHARITABLE REMAINDER TRUST | |||||||||||
| TRUST | FL | MMF | TRUST | 0 | 36810 | 1 | |||||
| CHARITABLE REMAINDER TRUST | |||||||||||
| TRUST | FL | MMF | TRUST | 0 | 165097 | 1 | |||||
| CHARITABLE REMAINDER TRUST | |||||||||||
| TRUST | FL | MMF | TRUST | 0 | 184716 | 1 | |||||
| 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 | false | 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 | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |