POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION (EIN 95-3403287)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-07
- IRS object ID
- 201223129349300827
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-07T10:31:54-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 VON KARMAN AVENUE SUITE 1000 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953403287 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POMONA VALLEY HOSPITAL MEDICAL CTR FNDTN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % Juli Hester | InCareOfName |
| Name Control | POMO | NameControl |
| Phone | 9098659500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 North Garey Avenue | AddressLine1 |
| City | Pomona | City |
| State | CA | State |
| ZIP Code | 91767 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL NELSON | Name |
| Title | EXEC VP/CFO | Title |
| Date Signed | 2012-11-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497942300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD YOCHUM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 NORTH GAREY AVENUE | AddressLine1 |
| City | POMONA | City |
| State | CA | State |
| ZIP Code | 91767 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2418602 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.pvhmc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To conduct a development program, the purpose of which is to raise funds to further the objectives of Pomona Valley Hospital Medical Center. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1002519 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1821580 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 190345 | InvestmentIncomePriorYear |
| Investment Income Current Year | 312968 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3646 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20874 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1196510 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2155422 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 214132 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 453062 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 479299 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 476357 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 709765 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 237875 | OtherExpensePriorYear |
| Other Expenses Current Year | 324139 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 931306 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1253558 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 265204 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 901864 | RevenuesLessExpensesCY |
| Total Assets BOY | 21426558 | TotalAssetsBOY |
| Total Assets EOY | 21346986 | TotalAssetsEOY |
| Total Liabilities BOY | 3930577 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3306343 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17495981 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18040643 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 453062 | Expense |
| Grants | 453062 | Grants |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 453062 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | 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 | false | 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 | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Juli Hester | NamePerson |
| Telephone Number | 9098659881 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 N Garey Avenue | AddressLine1 |
| City | Pomona | City |
| State | CA | State |
| ZIP Code | 91786 | 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 | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Richard Yochum | |||||||
| President/CEO | 4.0 | X | X | 0 | 542345 | 144362 | |
| Donald Kendrick | |||||||
| First Vice Chairman | 2.0 | X | X | 0 | 0 | 0 | |
| M Hellen Rodriguez MD | |||||||
| Chairman | 2.0 | X | X | 0 | 0 | 0 | |
| William Grant | |||||||
| Second Vice Chairman | 2.0 | X | X | 0 | 0 | 0 | |
| Bernard A Bernstein | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Betty Ortiz | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Beverly J Lewis | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Curtis Morris | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Elizabeth B DesCombes | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Elmer Pineda MD | |||||||
| Director | 2.0 | X | 0 | 19051 | 0 | ||
| Gurbinder Sadana MD | |||||||
| Director | 2.0 | X | 0 | 171552 | 0 | ||
| Harold D Damuth MD | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| JA Prasad MD | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Jan Paulson | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Jane H Goodfellow | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| John Campbell III | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| John Doyle | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| John T Solomon | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Keith Pewe | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Keith T Kusunis MD | |||||||
| Director | 2.0 | X | 0 | 25000 | 0 | ||
| Kevin McCarthy | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Neil O'Dwyer | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Purnima Chaurushiya | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Richard P Crean | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Rosanne Bader | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Susan J Nuss | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Wesley A Curry MD | |||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||
| Michael Nelson | |||||||
| Treasurer/CFO | 2.0 | X | 0 | 387305 | 152977 | ||
| Juli Hester | |||||||
| Asst Treasurer | 2.0 | X | 0 | 203084 | 33705 | ||
| James McL Dale | |||||||
| Secretary/VP of Development | 36.0 | X | 0 | 234598 | 26219 | ||
| Glenda Ferguson | |||||||
| Asst Secretary/Director of Dev | 40.0 | 0 | 105349 | 22061 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1688284 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 379324 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 213450 | FundraisingEvents |
| All Other Contributions | 1608130 | AllOtherContributions |
| Total Contributions | 1821580 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 312968 | TotalRevenueColumn |
| Exclusion | $312,968 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 284054 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 213450 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 263180 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20874 | TotalRevenueColumn |
| Exclusion | $20,874 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2155422 | TotalRevenueColumn |
| Exclusion | $333,842 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453062 | Total |
| Program Services | 453062 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260817 | Total |
| Fundraising | 260817 | Fundraising |
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 | 157339 | Total |
| Management And General | 7920 | ManagementAndGeneral |
| Fundraising | 149419 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34172 | Total |
| Management And General | 3318 | ManagementAndGeneral |
| Fundraising | 30854 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24029 | Total |
| Management And General | 2403 | ManagementAndGeneral |
| Fundraising | 21626 | 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 | 4207 | Total |
| Management And General | 4207 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50950 | Total |
| Management And General | 50950 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92583 | Total |
| Fundraising | 92583 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51393 | Total |
| Fundraising | 51393 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45065 | Total |
| Management And General | 4506 | ManagementAndGeneral |
| Fundraising | 40559 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17056 | Total |
| Management And General | 1706 | ManagementAndGeneral |
| Fundraising | 15350 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1713 | Total |
| Management And General | 171 | ManagementAndGeneral |
| Fundraising | 1542 | 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 | 410 | Total |
| Management And General | 41 | ManagementAndGeneral |
| Fundraising | 369 | 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 | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10481 | Total |
| Management And General | 10481 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER DIRECT EXPENSES | Description |
| Total | 50281 | Total |
| Management And General | 5028 | ManagementAndGeneral |
| Fundraising | 45253 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1253558 | Total |
| Program Services | 453062 | ProgramServices |
| Management And General | 90731 | ManagementAndGeneral |
| Fundraising | 709765 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1677236 | BOY |
| EOY | 2411960 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 50000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 650000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 650000 | BOY |
| EOY | 650000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18874758 | BOY |
| EOY | 18235026 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174564 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21426558 | BOY |
| EOY | 21346986 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3930577 | BOY |
| EOY | 3306343 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3930577 | BOY |
| EOY | 3306343 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5014848 | BOY |
| EOY | 4323870 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8071346 | BOY |
| EOY | 8590903 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4409787 | BOY |
| EOY | 5125870 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17495981 | BOY |
| EOY | 18040643 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21426558 | BOY |
| EOY | 21346986 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 901864 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -357202 | 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 |
| Sum Of Amounts | 0 | SumOfAmounts |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1129567 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1365508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1790762 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1002519 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1821580 | CurrentTaxYear |
| Total | 7109936 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1129567 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1365508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1790762 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1002519 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1821580 | CurrentTaxYear |
| Total | 7109936 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2047914 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5062022 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 817922 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 242973 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123465 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 214482 | CurrentTaxYearMinus1Year |
| Current Tax Year | 312968 | CurrentTaxYear |
| Total | 1711810 | 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 | 7744 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3646 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20874 | CurrentTaxYear |
| Total | 32264 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8854010 | TotalSupport |
| Public Support Pertcentage170 | 0.57172 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61959 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7214965 | BeginningOfYearBalance |
| Contributions | 774547 | Contributions |
| Investment Earnings Or Losses | -209306 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7780206 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6590667 | BeginningOfYearBalance |
| Contributions | 17824 | Contributions |
| Investment Earnings Or Losses | 606474 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7214965 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5810187 | BeginningOfYearBalance |
| Contributions | 151424 | Contributions |
| Investment Earnings Or Losses | 629056 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6590667 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6723773 | BeginningOfYearBalance |
| Contributions | 204466 | Contributions |
| Investment Earnings Or Losses | -753144 | InvestmentEarningsOrLosses |
| Other Expenditures | 364908 | OtherExpenditures |
| End Of Year Balance | 5810187 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37710 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.62290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 650000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 650000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 650000 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARIT. REMAINDER TRUST OBLIGATIONS | $3,249,583 |
| DUE TO PVHMC | $56,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3306343 | TotalOfAmounts |
| Total Revenue | 2155422 | TotalRevenue |
| Total Expenses | 1253558 | TotalExpenses |
| Excess Or Deficit For Year | 901864 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -540332 | NetUnrealizedGLOnInvestments |
| Other | $183,130 | OtherAmount |
| Total Adjustments | -357202 | TotalAdjustments |
| Excess Or Deficit Per FS | 544662 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1798220 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -540332 | NetUnrealizedGainsInvestments |
| Other Revenues | 183130 | OtherRevenues |
| Revenue Not Rptd F990 | -357202 | RevenueNotRptdF990 |
| Revenue Subtotal | 2155422 | RevenueSubtotal |
| Total Revenue Per Form990 | 2155422 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1253558 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1253558 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1253558 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE ENDOWMENTS CONSIST OF FUNDS RAISED FOR VARIOUS PROJECTS AS DESIGNATED BY THE HOSPITAL BOARD, INCLUDING THE ROBERT AND BEVERLY LEWIS FAMILY CANCER CENTER ENDOWMENT FUND AND THE STEAD HEART AND VASCULAR CENTER ENDOWMENT FUND. ANNUALLY, 85% OF THE INTEREST INCOME FROM THE CANCER CENTER ENDOWMENT FUND IS DISTRIBUTED TO THE HOSPITAL FOR PROJECTS INVOLVING EDUCATION, SCREENINGS AND SUPPORT GROUPS. |
| OTHER REVENUE | SCHEDULE D, PART XI, LINE 8 & PART XII, LINE 2D | THE CHANGE IN THE FAIR MARKET VALUE OF CHARITABLE REMAINDER TRUST OBLIGATIONS FOR 2011 IS $183,130. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Heartbeat Gala | NameOfEvent1 |
| Gross Receipts Event1 | 225354 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 73275 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 152079 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 2500 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 50842 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 17850 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 46168 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Wine Tasting | NameOfEvent2 |
| Gross Receipts Event2 | 124540 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 66875 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 57665 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 2500 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 19325 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 730 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 51466 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 147610 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 73300 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 74310 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 2500 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 25400 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 5000 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 38899 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 497504 | GrossReceiptsTotal |
| Charitable Contributions Total | 213450 | CharitableContributionsTotal |
| Gross Revenue Total Events | 284054 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7500 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 95567 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 23580 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 136533 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 263180 | DirectExpenseSummaryEvents |
| Net Income Summary | 20874 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pomona Valley Hospital Medical Center | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 North Garey Avenue | AddressLine1 |
| City | Pomona | City |
| State | CA | State |
| ZIP Code | 91786 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 951115230 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 88090 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 364972 | AmountOfNonCashAssistance |
| Method Of Valuation | FAIR MARKET VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | MEDICAL EQUIPMENT | DescriptionOfNonCashAssistance |
| Purpose Of Grant | SUPPORT PVHMC | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I, PART I, LINE 2 | Identifier |
| Return Reference | Description of Organization's Procedures for Monitoring the Use of Grants | ReturnReference |
| Explanation | THE CONTRIBUTIONS THE FOUNDATION SENT TO THE HOSPITAL ARE FROM THE CANCER ENDOWMENT FUND WHERE THE FOUNDATION BOARD SENDS OVER 85% OF THE ENDOWMENTS INCOME EACH YEAR TO THE HOSPITAL TO HELP DEFRAY THE EXPENSES OF OPERATING OUR CANCER CENTER. THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNTS GIVEN FROM THE CANCER ENDOWMENT FUND INCOME EACH YEAR TO THE HOSPITAL, AND MONITORS ITS GRANT TO ENSURE THAT THE MONIES ARE USED FOR THE PURPOSE FOR WHICH THE ENDOWMENT FUND WAS INTENDED. THE FOUNDATION ALSO PURCHASED MEDICAL EQUIPMENT FOR $364,972 FOR THE HOSPITAL'S USE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Yochum | |||||||||||||
| 0 | 532827 | 0 | 0 | 0 | 9518 | 0 | 121741 | 0 | 22621 | 0 | 686707 | 0 | 0 |
| Gurbinder Sadana MD | |||||||||||||
| 0 | 171552 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 171552 | 0 | 0 |
| Michael Nelson | |||||||||||||
| 0 | 378518 | 0 | 0 | 0 | 8787 | 0 | 130341 | 0 | 22636 | 0 | 540282 | 0 | 0 |
| Juli Hester | |||||||||||||
| 0 | 197316 | 0 | 0 | 0 | 5768 | 0 | 11346 | 0 | 22359 | 0 | 236789 | 0 | 0 |
| James McL Dale | |||||||||||||
| 0 | 223058 | 0 | 0 | 0 | 11540 | 0 | 3615 | 0 | 22604 | 0 | 260817 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Compensation Information | Identifier |
| Explanation | METHODS USED TO ESTABLISH PRESIDENT/CEO COMPENSATION SCHEDULE J, PART I, LINE 3 POMONA VALLEY HOSPITAL MEDICAL CENTER (PVHMC) DETERMINES THE COMPENSATION ON BEHALF OF THE FOUNDATION FOR THE PRESIDENT/CEO OF THE FOUNDATION. THE METHODS USED BY PVHMC TO SET EXECUTIVE COMPENSATION INCLUDE COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY, AND APPROVAL BY THE COMPENSATION COMMITTEE. PLEASE SEE THE SCHEDULE O NARRATIVE FOR PART VI, LINE 15A FOR A DESCRIPTION OF THE PROCESS. DEFERRED COMPENSATION PLAN SCHEDULE J, PART I, LINE 4B THE HOSPITAL HAS EMPLOYMENT CONTRACTS WITH MR. YOCHUM AND MR. NELSON. THE CONTRACTS PROVIDE FOR THE PAYMENT OF 5.24 FOR MR. NELSON AND 4.77 FOR MR. YOCHUM TIMES ANNUAL CASH COMPENSATION IF THE EXECUTIVE REMAINS EMPLOYED UNTIL THE END OF THE CONTRACT. EMPLOYMENT REQUIREMENTS ARE 36 YEARS FOR MR. YOCHUM AND 34 YEARS FOR MR. NELSON. IN THE EVENT OF VOLUNTARY TERMINATION OR TERMINATION FOR CAUSE, ALL BENEFITS UNDER THE CONTRACT ARE FORFEITED. IN THE EVENT OF EARLY TERMINATION BECAUSE OF DEATH OR DISABILITY, A PRORATED BENEFIT WOULD BE PAID. THE CONTRACT AFFIRMS THE BOARD OF DIRECTORS HAS THE RIGHT TO TERMINATE THE CONTRACT, WITH OR WITHOUT CAUSE, AT ITS DISCRETION, AND PROVIDES A FORMULA FOR CALCULATING THE SEVERANCE PAYMENT IN THE EVENT OF INVOLUNTARY TERMINATION. ONCE THE EMPLOYEE HAS MET ALL VESTING REQUIREMENTS AND THE AMOUNT IS NOT SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, THE AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION (SCHEDULE J, PART II, COLUMN B(III)). IN ADDITION, SCHEDULE J, PART II, COLUMN C INCLUDES DEFERRED COMPENSATION OF $102,141 FOR MR. YOCHUM AND $110,741 FOR MR. NELSON. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (22 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | PART III, LINE 1 | SINCE ITS INCORPORATION IN 1979, THE MISSION OF POMONA VALLEY HOSPITAL MEDICAL CENTER (PVHMC) FOUNDATION HAS BEEN TO CONDUCT A DEVELOPMENT PROGRAM FOR RAISING FUNDS TO FURTHER THE OBJECTIVES OF POMONA VALLEY HOSPITAL MEDICAL CENTER. IN THE HOSPITAL'S 109TH YEAR OF SERVICE, THE FOUNDATION CONTINUES TO PLAY AN INTEGRAL PART IN PROVIDING THE COMMUNITY WITH NATIONALLY RECOGNIZED, HIGH-QUALITY MEDICAL SERVICES. THE PVHMC FOUNDATION'S FIRST FULL YEAR OF REPORTED FUND RAISING ACTIVITY BEGAN IN 1981, AND IN 1984 - ONLY THREE YEARS LATER - IT RAISED MORE THAN $1 MILLION FOR THE FIRST TIME. IN 1986, THE HOSPITAL RECOGNIZED THE NEED IN THE COMMUNITY TO DEVELOP A COMPREHENSIVE HEART AND VASCULAR PROGRAM. WITH A HISTORY OF MEDICAL MILESTONES IN HEART CARE, THE HOSPITAL, AIDED BY THE FOUNDATION, OPENED THE FIRST COMPREHENSIVE HEART AND VASCULAR FACILITY IN THE REGION - THE STEAD HEART CENTER, NAMED IN MEMORY OF CHARLES AND MARION STEAD. THIS CENTER OF EXCELLENCE WAS THE SITE OF THE REGION'S FIRST OPEN-HEART SURGERY AND CARDIAC CATHETERIZATION. FROM 1990 TO 1995, THE FOUNDATION UNDERTOOK ITS LARGEST CAMPAIGN TO DATE. $6 MILLION WAS NEEDED TO PROVIDE THE HOSPITAL WITH ENOUGH FUNDS TO BUILD A COMPREHENSIVE, FREESTANDING CANCER CENTER PREVIOUSLY UNAVAILABLE IN THE RAPIDLY GROWING COMMUNITY. THE FOUNDATION SURPASSED ITS ORIGINAL GOAL, HOWEVER, AND RAISED ANOTHER $5 MILLION TO EQUIP THE FACILITY AND BEGIN AN ENDOWMENT FOR PATIENT SUPPORT SERVICES. THE ROBERT AND BEVERLY LEWIS FAMILY, FOR WHOM THE CANCER CARE CENTER IS NAMED, MADE THE SUCCESS OF THE CAMPAIGN POSSIBLE. BY THE LATE 1990S, THE FOUNDATION WAS PROVIDING REGULAR ANNUAL SUPPORT TO THE HOSPITAL FOR THE PURCHASE OF THE LATEST EQUIPMENT IN ORDER TO TREAT THE DIVERSE MEDICAL NEEDS OF THE COMMUNITY. DURING THIS PERIOD, A VARIETY OF FUNDS WERE ESTABLISHED, INCLUDING THE CREATION OF THE ROBERT AND BEVERLY LEWIS FAMILY CANCER CARE CENTER ENDOWMENT AND THE STEAD HEART AND VASCULAR CENTER ENDOWMENT, TO SUPPLEMENT THE SUPPORT SERVICES PROVIDED TO MANY DIFFERENT PATIENT GROUPS. THIS SUPPORT WAS EXTENDED TO INCLUDE THE HOSPITAL'S MEDICAL LIBRARY AND COMMUNITY HEALTH CONFERENCES. IN 2001, WITH A VOLATILE STOCK MARKET AND SLOWING NATIONAL ECONOMY, THE FOUNDATION BEGAN ANOTHER CAMPAIGN TO FUND A STATE-OF-THE-ART CARDIAC CATHETERIZATION LABORATORY. IN 2004, AFTER RAISING $8.6 MILLION, THE CAMPAIGN WAS COMPLETED WITH THE OPENING OF THE NEW LABORATORY AND A DEDICATED CARDIAC SURGERY SUITE. THIS NEW FACILITY ALLOWS CARDIOLOGISTS AND CARDIAC SURGEONS TO WORK MORE CLOSELY TOGETHER, AND TO PROVIDE FASTER RESPONSE IN CARDIAC EMERGENCIES. WHILE THE FOUNDATION HAS RAISED MORE THAN $47 MILLION SINCE ITS INCEPTION, THERE WILL BE NO SHORTAGE OF FUND RAISING OPPORTUNITIES IN THE YEARS TO COME WITH THE CHALLENGES OF THE CURRENT ECONOMY AND THE UNCERTAINTY OF THE EFFECT OF HEALTHCARE REFORM. IN ORDER TO STAY AHEAD, THE FOUNDATION IS EMBARKING ON THE DEVELOPMENT OF UPDATED PROGRAMS IN PLANNED GIVING, GRANTS, ANNUAL GIVING, SPECIAL EVENTS AND MAJOR GIFTS. AS REIMBURSEMENTS CONTINUE TO BE REDUCED FOR HOSPITAL SERVICES, PHILANTHROPY IS GOING TO HAVE TO FILL THE GAP AND PROVIDE MORE FOR THE HOSPITAL TO BE ABLE TO MAINTAIN ITS LEADING EDGE IN THE PROVISION OF HEALTHCARE TO THE COMMUNITY. PROGRAM SERVICE ACCOMPLISHMENTS PART III, LINE 4A POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION (PVHMC FOUNDATION) IS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF CALIFORNIA. THE MISSION OF PVHMC FOUNDATION IS TO RAISE FUNDS TO SUPPORT THE CAPITAL, EQUIPMENT, AND PROGRAM NEEDS OF POMONA VALLEY HOSPITAL MEDICAL CENTER. IN 2011, PVHMC FOUNDATION SUCCESSFULLY RAISED FUNDS FOR VARIOUS PROJECTS AS DESIGNATED BY THE HOSPITAL BOARD, INCLUDING RAISING FUNDS FOR THE ROBERT AND BEVERLY LEWIS FAMILY CANCER CARE CENTER ENDOWMENT AND THE STEAD HEART AND VASCULAR CENTER ENDOWMENT. ANNUALLY, 85% OF THE INTEREST INCOME FROM THESE ENDOWMENT FUNDS IS DISTRIBUTED TO THE HOSPITAL FOR PROJECTS INVOLVING EDUCATION, SCREENINGS AND SUPPORT GROUPS. OTHER PROJECTS INCLUDED SPECIAL EVENTS THAT BENEFITED THE STEAD HEART AND VASCULAR CENTER, THE ROBERT AND BEVERLY LEWIS FAMILY CANCER CARE CENTER, THE NEONATAL INTENSIVE CARE UNIT, AND THE PEDIATRIC UNIT. OTHER FUNDS WERE RAISED FROM PLANNED GIFT ACTIVITY SUCH AS BEQUESTS RECEIVED AND CHARITABLE REMAINDER TRUSTS WRITTEN, TRIBUTE GIFTS, AND UNRESTRICTED GIFTS FROM TWO DIRECT MAIL APPEALS. |
| MEMBERSHIP OF ORGANIZATION | Form 990, Part VI, LINES 6, 7A & 7B | THE MEMBERSHIP OF THIS CORPORATION CONSISTS OF THE MEMBERS OF THE BOARD OF DIRECTORS OF PVHMC AND THE BOARD OF DIRECTORS OF PVHMC FOUNDATION. THESE MEMBERS ELECT THE GOVERNING BOARD OF PVHMC FOUNDATION. |
| ORGANIZATION'S GOVERNING BODY PROCEDURES FOR 990 REVIEW | FORM 990, PART VI, LINE 11B | A COPY OF THE TAX RETURN ALONG WITH A NARRATIVE FROM ERNST & YOUNG, THE HOSPITAL'S EXTERNAL ACCOUNTING FIRM, IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING IN NOVEMBER 2012. THE INTERNAL PROCESS INCLUDES PREPARATION OF THE FINANCIAL DATA BY HOSPITAL PERSONNEL, SURVEYS OF DIRECTORS, OFFICERS AND KEY EMPLOYEES REGARDING INFORMATION IN RESPONSE TO QUESTIONS IN PART IV, AND DISCLOSED IN SCHEDULE L. THE COMPLETED 990 IS REVIEWED FOR OVERALL COMPLETENESS AND ACCURACY BY THE CEO AND CFO. |
| WRITTEN CONFLICT OF INTEREST POLICY ENFORCEMENT | FORM 990, PART VI, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE SENT TO EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE. THE CONFLICT OF INTEREST POLICY IS CONTAINED IN THE BY-LAWS OF THE FOUNDATION. THE SUBMITTED STATEMENTS ARE THEN REVIEWED BY THE OFFICERS OF THE FOUNDATION BOARD (THE CHAIRMAN AND THE TWO VICE CHAIRMEN) AND PRESENTED TO THE FULL BOARD AT THE ANNUAL ORGANIZATIONAL MEETING OF THE BOARD. ANY CONFLICT OF CONCERN IS ADDRESSED BY THE OFFICERS AND DISCUSSED BY THE FULL BOARD AT THE ANNUAL ORGANIZATIONAL MEETING. THEREAFTER, IT IS THE RESPONSIBILITY OF EACH BOARD MEMBER TO RAISE AN ISSUE OF POTENTIAL CONFLICT TO THE BOARD AND/OR ITS OFFICERS FOR DISPOSITION. IF A CONFLICT IS DEEMED TO EXIST, THE MEMBER IS EXCUSED FROM THE MEETING AND/OR TOPIC WHERE THE CONFLICT EXISTS. |
| DETERMINATION OF COMPENSATION FOR EXECUTIVE DIRECTOR | FORM 990, PART VI, LINE 15a | THE FOLLOWING PROCESS IS COMPLETED BY A RELATED ORGANIZATION, POMONA VALLEY HOSPITAL MEDICAL CENTER, FOR THEIR CEO WHO ALSO SERVES AS THE PRESIDENT AND CEO OF POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION. THE BOARD OF DIRECTORS HAS A COMPENSATION COMMITTEE WHO ANNUALLY REVIEW AND DETERMINE THE COMPENSATION FOR THE CEO. THEIR REVIEW DETERMINATION OF THE CEO'S COMPENSATION IS BASED UPON INDEPENDENT REVIEW OF THE CEO COMPENSATION COMPARED TO INDUSTRY PRACTICE. IN 2011 THE COMPENSATION COMMITTEE USED THE HAY GROUP FOR THIS PURPOSE. THE COMPENSATION REVIEW PROCESS IS DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE. |
| DETERMINATION OF COMPENSATION FOR OTHER KEY EMPLOYEES | FORM 990, PART VI, LINE 15b | THE FOLLOWING PROCESS IS COMPLETED BY A RELATED ORGANIZATION, POMONA VALLEY HOSPITAL MEDICAL CENTER, TO DETERMINE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE SAME PROCESS IS USED AS ABOVE, WITH THE EXCEPTION, THAT THE CEO PRESENTS HIS RECOMMENDATION FOR COMPENSATION TO THE COMPENSATION COMMITTEE BASED UPON THE REPORT FOR TOTAL COMPENSATION COMPARISONS SUPPLIED BY THE HAY GROUP. THE POSITIONS COVERED BY THE PROCESS ARE THE COO, CFO, VP SATELLITES, VP NURSING, VP MEDICAL STAFF AFFAIRS, VP HUMAN RESOURCES, CHIEF INFORMATION OFFICER, VICE PRESIDENT OF FINANCE, VP SUPPORT SERVICES, DIRECTOR OF MANAGED CARE, COMPLIANCE OFFICER, DIRECTOR OF UTILIZATION MANAGEMENT. THIS PROCESS WAS LAST COMPLETED IN 2011 FOR THE HOSPITAL VICE PRESIDENT OF FINANCE/FOUNDATION ASSISTANT TREASURER DUE TO PROMOTION AND WAS ALSO DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE. |
| PUBLIC DISCLOSURE OF GOVERNING DOCUMENTS AND POLICY | FORM 990, PART VI, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTATION, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 5 | CHANGE IN CHARITABLE REMAINDER TRUST OBLIGATIONS = $183,130 + UNREALIZED LOSSES IN MARKETABLE SECURITIES = $(540,332). |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Richard Yochum TITLE:President/CEO HOURS:36 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:M. Hellen Rodriguez, M.D. TITLE:Chairman HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Bernard A. Bernstein TITLE:Director HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Curtis Morris TITLE:Director HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Gurbinder Sadana, MD TITLE:Director HOURS:38 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jan Paulson TITLE:Director HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jane H. Goodfellow TITLE:Director HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Keith T. Kusunis, MD TITLE:Director HOURS:3 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Kevin McCarthy TITLE:Director HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Richard P. Crean TITLE:Director HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Rosanne Bader TITLE:Director HOURS:2 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Michael Nelson TITLE:Treasurer/CFO HOURS:38 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Juli Hester TITLE:Asst Treasurer HOURS:38 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:James McL Dale TITLE:Secretary/VP of Development HOURS:4 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pomona Valley Hospital Medical Center | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1798 North Garey Avenue | AddressLine1 |
| City | Pomona | City |
| State | CA | State |
| ZIP Code | 91767 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951115230 | EIN |
| Primary Activities | Hosp Gen Svcs | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 3 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRT's (8) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | SUPPORT | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| 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 | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |