STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARY BRIDGE HOSPITAL & ORTHOPEDIC FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MARY BRIDGE HOSPITAL & ORTHOPEDIC FOUNDATION (EIN 91-6023316)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-04
IRS object ID
201211259349301356
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-04T12:57:40-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN911623649EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON STONE & PAGANO PSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11501 REGENTS BLVD SUITE 100AddressLine1
CityFIRCRESTCity
StateWAState
ZIP Code98466ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN916023316EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MARY BRIDGE HOSPITAL & TACOMA ORTHOPEDICBusinessNameLine1
Business Name Line2ASSOCIATION #18-054000 WELLS FARGO BANKBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMARYNameControl
Phone2535935852Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O TRUST TAX DEPT PO BOX 21927AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98111ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTACEY CORBINName
TitleTRUSTEETitle
Phone2063438324Phone
Date Signed2012-04-26DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARY M MCNALLYName
PTINP00006161PTIN
Phone2535667070Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSTACEY CORBINNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1WELLS FARGO BANKNAAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98111ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1125693GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.TACOMAORTHO.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1957YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionSUPPORT CHARITABLE ORGANIZATION, MARY BRIDGE CHILDREN'S HOSPITAL AND HEALTH CENTERActivityOrMissionDescription
Nbr Voting Members Governing Body49NbrVotingMembersGoverningBody
Nbr Independent Voting Members49NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year9033ContributionsGrantsPriorYear
Contributions Grants Current Year14098ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year364798InvestmentIncomePriorYear
Investment Income Current Year412449InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year373831TotalRevenuePriorYear
Total Revenue Current Year426547TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year160273GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY185256GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year59592SalariesEtcPriorYear
Salaries Etc Current Year63772SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year7548OtherExpensePriorYear
Other Expenses Current Year7073OtherExpensesCurrentYear
Total Expenses Prior Year227413TotalExpensesPriorYear
Total Expenses Current Year256101TotalExpensesCurrentYear
Revenues Less Expenses Prior Year146418RevenuesLessExpensesPriorYear
Revenues Less Expenses CY170446RevenuesLessExpensesCY
Total Assets BOY8973270TotalAssetsBOY
Total Assets EOY9143716TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8973270NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY9143716NetAssetsOrFundBalancesEOY
Mission DescriptionSUPPORT CHARITABLE ORGANIZATION, MARY BRIDGE CHILDREN'S HOSPITAL AND HEALTH CENTER.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense201199Expense
Revenue412449Revenue
DescriptionMARY BRIDGE CHILDREN'S HOSPITAL AND HEALTH CENTERDescription
Total Program Service Expense201199TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members49NbrVotingGoverningBodyMembers
Number Independent Voting Members49NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO BANKBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2063438324TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1999 THIRD AVE 14TH FLOORAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98104ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (50 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationInstitutional TrusteeInstitutionalTrustee
SUE RICHEY
TOA PRESIDENT1.00XX000
JAN PEARSON
TOA VICE PRESIDENT1.00XX000
LOIS RUCK
TOA CORRESPONDING SECRETAR1.00XX000
JULIE HORSCHEL
TOA TREASURER1.00XX000
GEORGINE J ROLLER
TOA PAST PRESIDENT1.00XX000
AMY BETTESWORTH
BOARD MEMBER1.00X000
TARA CADY
BOARD MEMBER1.00X000
ALICE CHARRON
BOARD MEMBER1.00X000
LORETTA CLUBB
BOARD MEMBER1.00X000
MARILYN CRETEN
BOARD MEMBER1.00X000
MADELEINE DION
BOARD MEMBER1.00X000
MARY DUKE-MARTYN
BOARD MEMBER1.00X000
GRETCHEN ERHART
BOARD MEMBER1.00X000
JEAN HORNE
BOARD MEMBER1.00X000
KAREN LYNCH
BOARD MEMBER1.00X000
ANDREA MOAWAD
BOARD MEMBER1.00X000
JUDY MORK
BOARD MEMBER1.00X000
ANNETTE REMEN
BOARD MEMBER1.00X000
CHARLENE RICHARDSON
BOARD MEMBER1.00X000
MOLLY ROBBERS
BOARD MEMBER1.00X000
CLAUDIA SHADDUCK
BOARD MEMBER1.00X000
ALICE STENHJEM
BOARD MEMBER1.00X000
CRYSTAL STRUB
BOARD MEMBER1.00X000
MARK HOLCOMB
MB CHAIR1.00XX000
PETER NORMAN
MB VICE CHAIR1.00XX000
MARTHA MCCRAVEY
MB TREASURER1.00XX000
TODD DONATO
MB SECRETARY1.00XX000
JOHN XITCO
MB PAST CHAIR1.00XX000
JOHN BECHTHOLT
BOARD MEMBER1.00X000
DONNA BOULANGER
BOARD MEMBER1.00X000
ANGELA CONNELLY
BOARD MEMBER1.00X000
GARY CONNETT
BOARD MEMBER1.00X000
CRAIG DAVIDSON
BOARD MEMBER1.00X000
KATHY DOBLER
BOARD MEMBER1.00X000
BERTHA FITZER
BOARD MEMBER1.00X000
TOM GIDEON
BOARD MEMBER1.00X000
DALE HALL MD
BOARD MEMBER1.00X000
LINDA MCKEAG
BOARD MEMBER1.00X000
CARI MILGARD-DEGOEDE
BOARD MEMBER1.00X000
MARTY PAUL
BOARD MEMBER1.00X000
FRANK PUPO JR
BOARD MEMBER1.00X000
RONNA SCHREINER
BOARD MEMBER1.00X000
ERIN SHAGREN
BOARD MEMBER1.00X000
ANITA SHEEHAN
BOARD MEMBER1.00X000
JOAN SHELMAN
BOARD MEMBER1.00X000
GARY TUCCI
BOARD MEMBER1.00X000
LILA WIDEMANN
BOARD MEMBER1.00X000
CHAD WRIGHT
BOARD MEMBER1.00X000
ANN ZENCZAK
BOARD MEMBER1.00X000
WELLS FARGO BANK
TRUSTEE10.006377200X
FieldValueIRS element (for citing)
Total Reportable Comp From Org63772TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions14098AllOtherContributions
Total Contributions14098TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column227919TotalRevenueColumn
Exclusion$227,919ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities883676Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities699146Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities184530Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column184530TotalRevenueColumn
Exclusion$184,530ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column426547TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$412,449ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total185256Total
Program Services185256ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total63772Total
Program Services15943ProgramServices
Management And General47829ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total1600Total
Management And General1600ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total25Total
Management And General25ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionFOREIGN TAXESDescription
Total5448Total
Management And General5448ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total256101Total
Program Services201199ProgramServices
Management And General54902ManagementAndGeneral
Fundraising0Fundraising

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY8973270BOY
EOY9143716EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8973270BOY
EOY9143716EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY8973270BOY
EOY9143716EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8973270BOY
EOY9143716EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8973270BOY
EOY9143716EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses170446ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1MULTICAREBusinessNameLine1
FieldValueIRS element (for citing)
EIN911352172EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$185,256Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts185256SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
SECURITIES AT COST - FIXED INCOME2200252C
SECURITIES AT COST - EQUITY INCOME4706628C
SECURITIES AT COST - ALTERNATIVE INVESMENTS1158883C
SECURITIES AT COST - REAL ESTATE & SPECIALTY ASSETS1077953C
FieldValueIRS element (for citing)
Total Of Book Value Securities9143716TotalOfBookValueSecurities
Total Revenue426547TotalRevenue
Total Expenses256101TotalExpenses
Excess Or Deficit For Year170446ExcessOrDeficitForYear
Excess Or Deficit Per FS170446ExcessOrDeficitPerFS

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARY BRIDGE CHILDREN'S HOSPITAL AND HEALTH CENTERBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1317 MARTIN LUTHER KING JR WAYAddressLine1
CityTACOMACity
StateWAState
ZIP Code98405ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient911352172EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant185256AmountOfCashGrant
Purpose Of GrantTO SUPPORT NON-PROFIT HOSPITALPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11ACCOUNTING FIRM MEETS WITH BOARD OF TRUSTEES AND GOES OVER THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.