EMANATE HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EMANATE HEALTH (EIN 95-3885523)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-30
- IRS object ID
- 201233049349301503
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-30T17:27:28-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330155525 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBLA CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19600 FAIRCHILD STE 320 | 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 | 953885523 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRUS VALLEY HEALTH PARTNERS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CITR | NameControl |
| Phone | 6263317331 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 917225108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAJESH K SHARMA | Name |
| Title | SR VP & CFO | Title |
| Phone | 6269387595 | Phone |
| Date Signed | 2012-10-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD E BENOE | Name |
| PTIN | P00032866 | PTIN |
| Phone | 9498332815 | 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 | ROBERT H CURRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 W COLLEGE ST PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 917225108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 102166130 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CVHP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT TO TWO ACUTE-CARE HOSPITALS, A HOSPICE, AND A HOME HEALTH AGENCY WHICH, IN TURN, PROVIDE INPATIENT AND OUTPATIENT CLINICAL SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 369 | TotalNbrEmployees |
| Total Nbr Volunteers | 4 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 36724921 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 44683266 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1169275 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1669290 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 433582 | OtherRevenuePriorYear |
| Other Revenue Current Year | 532940 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38327778 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46885496 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 24801577 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27514131 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13526196 | OtherExpensePriorYear |
| Other Expenses Current Year | 19371363 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38327773 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46885494 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2 | RevenuesLessExpensesCY |
| Total Assets BOY | 51228001 | TotalAssetsBOY |
| Total Assets EOY | 56017430 | TotalAssetsEOY |
| Total Liabilities BOY | 9684622 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16138308 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41543379 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39879122 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO HELP PEOPLE KEEP WELL IN BODY, MIND AND SPIRIT BY PROVIDING QUALITY HEALTH CARE SERVICES IN A COMPASSIONATE ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 42901948 | Expense |
| Revenue | 43811634 | Revenue |
| Description | PROVIDE OVERALL SUPERVISION, GUIDANCE, LONG RANGE PLANNING, FINANCIAL MANAGEMENT, AND INVESTMENT OF FUNDS FOR THE BENEFIT OF CITRUS VALLEY MEDICAL CENTER, FOOTHILL PRESBYTERIAN HOSPITAL, HOSPICE, AND FOUNDATION. ALL OF WHICH ARE 501(C)(3). PROVIDE SUPPORT TO TWO ACUTE-CARE HOSPITALS, A HOSPICE, AND A HOME HEALTH AGENCY WHICH, IN TURN, PROVIDE INPATIENT AND OUTPATIENT CLINICAL SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 538113 | Expense |
| Revenue | 478639 | Revenue |
| Description | FIRST 5 LA OPTIMIZES THE DEVELOPMENT AND WELL BEING OF CHILDREN, FROM PRENATAL UP TO 5 BY INSURING ACCESS TO SERVICES, IMPROVING ABILITIES OF FAMILIES, COMMUNITIES AND PROVIDERS OF SERVICES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 355614 | Expense |
| Revenue | 351447 | Revenue |
| Description | TO ENSURE THAT ALL ELIGIBLE CHILDREN, YOUTH AND PARENTS IN CALIFORNIA HAVE HEALTHCARE COVERAGE THROUGH HEALTHY FAMILIES AND MEDI-CAL PROGRAMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 37374 | Expense |
| Revenue | 41546 | Revenue |
| Description | TO ENSURE THAT ALL ELIGIBLE CHILDREN AND PARENTS IN CALIFORNIA HAVE HEALTHCARE COVERAGE, TO RESPOND TO NEED FOR CULTURALLY AND LINGUISTICALLY COMPETENT PALLIATIVE CARE PROGRAMS FOR LATINO PATIENTS, TO CREATE PARTNERSHIPS THAT HELP TO PREVENT CHILDHOOD OBESITY AND TO INCREASE THE NUMBER OF CHILDREN IN LOS ANGELES COUNTY WHO ARE READY TO LEARN WHEN THEY REACH SCHOOL AGE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 37374 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 41546 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 43833049 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 109 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 369 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAJESH K SHARMA SR VP & CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6269387595 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 WEST COLLEGE ST PO BOX 6108 | AddressLine1 |
| City | COVINA | City |
| State | CA | State |
| ZIP Code | 917225108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| HAROLD BORAK SR | |||||||
| BOARD MEMBER - TREASURER | 3.00 | X | 0 | 0 | 0 | ||
| PATSY GORRELL | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MARY KIRCHEN IHM | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| ARTHUR LUDWICK | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| GARY MATHEWSON | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| EDWARD M TRONAAS EDD | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| EARL WASHINGTON | |||||||
| BOARD MEMBER - CHAIR | 3.00 | X | 0 | 0 | 0 | ||
| GURJEET KALKAT | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| CARL WILLIAMS CHE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| CLIFFORD CHRIST | |||||||
| BOARD MEMBER - VICE CHAIR | 3.00 | X | 0 | 0 | 0 | ||
| JACQUELINE BRACY MD | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| BILL W TANG MD | |||||||
| BOARD MEMBER - SECRETARY | 3.00 | X | 600 | 27200 | 0 | ||
| ROBERT CURRY | |||||||
| PRESIDENT/CEO/BOARD MEMBER | 18.00 | X | 794706 | 0 | 26905 | X | |
| BERNARD BOLLINGER JR | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| PATRICIA GOMER LCSW | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| J PAUL HOLLAND MD | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| TERI MEISTER ESQ | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JOHN DI MARE JR MD | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 188000 | 0 | ||
| KHAN HAMEED MD | |||||||
| BOARD MEMBER | 3.00 | X | 1032 | 18000 | 0 | ||
| WILLIAM HANES MD | |||||||
| BOARD MEMBER | 3.00 | X | 14033 | 146000 | 0 | ||
| OJ RODRIQUEZ | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| ELVIA FOULKE | |||||||
| EVP/COO | 9.00 | 563643 | 0 | 14128 | X | ||
| LOIS CONYERS | |||||||
| SVP/CFO | 18.00 | 411256 | 0 | 12523 | X | ||
| RAJESH SHARMA | |||||||
| SVP/CFO | 18.00 | 56336 | 0 | 2725 | X | ||
| LISA FOUST | |||||||
| SVP HR | 40.00 | 369961 | 0 | 26844 | X | ||
| DAVID MCCOBB | |||||||
| SVP/CIO | 40.00 | 648049 | 0 | 23373 | X | ||
| ISSA AQLEH | |||||||
| CORP DIR BUS SVCS | 40.00 | 267342 | 0 | 13000 | X | ||
| JILLISA JACOBS | |||||||
| VP COMPLIANCE | 40.00 | 212985 | 0 | 10519 | X | ||
| DAWN COOPER | |||||||
| CORP DIR COMM DEV | 40.00 | 214370 | 0 | 11724 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3554313 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 379200 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 141741 | TotalOtherCompensation |
| Number Individuals GT100 K | 48 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MEDIS CORP | |||||
| 737 SOUTH FAWCET | TACOMA | WA | 98402 | BSN OFFICE CONSULTANTS | 2213670 |
| ALTURA COMMUNICATIONS | |||||
| PO BOX 678244 | DALLAS | TX | 75267 | EQUIPMENT & SOFTWARE | 1630685 |
| MEDICAL INFORMATION TECH | |||||
| PO BOX 74569 | CHICAGO | IL | 60690 | SOFTWARE SYSTEM | 987592 |
| METHODCARE INC | |||||
| 350 WEST ONTARIO ST 3RD FLOOR | FARMINGTON | CT | 06034 | BSN OFFICE - COLLECTIONS | 805625 |
| ALLSCRIPTS HEALTHCARE LLC | |||||
| 24630 NETWORK PLACE | CHICAGO | IL | 60673 | SOFTWARE SYSTEM - LICENSE | 729306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT INCOME | 900099 | 43752165 | 43752165 |
| PROGRAM REVENUE GOVT. | 900099 | 931101 | 931101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 44683266 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1052576 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12685 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,039,891 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 221312 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7126 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 214186 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 214186 | TotalRevenueColumn |
| Exclusion | $214,186 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 55890222 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 55273508 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 616714 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 616714 | TotalRevenueColumn |
| Exclusion | $616,714 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CASH DISCOUNTS & OTHER | 900099 | 196201 | 196201 |
| MEDICAL RECORDS | 900099 | 71920 | 71920 |
| COMMUNITY WELLNESS | 900099 | 50633 | 50633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 318754 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46885496 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45014705 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,870,791 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 732667 | Total |
| Program Services | 664355 | ProgramServices |
| Management And General | 68312 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19924521 | Total |
| Program Services | 18066799 | ProgramServices |
| Management And General | 1857722 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233758 | Total |
| Program Services | 225084 | ProgramServices |
| Management And General | 8674 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5078362 | Total |
| Program Services | 4879022 | ProgramServices |
| Management And General | 199340 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1544823 | Total |
| Program Services | 1496717 | ProgramServices |
| Management And General | 48106 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3735488 | Total |
| Program Services | 3636861 | ProgramServices |
| Management And General | 98627 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440765 | Total |
| Program Services | 402970 | ProgramServices |
| Management And General | 37795 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331702 | Total |
| Program Services | 298532 | ProgramServices |
| Management And General | 33170 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238939 | Total |
| Program Services | 238939 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438048 | Total |
| Program Services | 403004 | ProgramServices |
| Management And General | 35044 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204116 | Total |
| Program Services | 183704 | ProgramServices |
| Management And General | 20412 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581347 | Total |
| Program Services | 552557 | ProgramServices |
| Management And General | 28790 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431916 | Total |
| Program Services | 424567 | ProgramServices |
| Management And General | 7349 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72174 | Total |
| Program Services | 69782 | ProgramServices |
| Management And General | 2392 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1393621 | Total |
| Program Services | 1293020 | ProgramServices |
| Management And General | 100601 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48000 | Total |
| Program Services | 48000 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED SERVICES | 8271110 | 7914562 | 356548 |
| EQUIPMENT RENTALS/LEASE | 777173 | 775777 | 1396 |
| CONTRACT LABOR | 739267 | 723456 | 15811 |
| OTHER EXPENSES | 584883 | 542762 | 42121 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1082814 | Total |
| Program Services | 992579 | ProgramServices |
| Management And General | 90235 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46885494 | Total |
| Program Services | 43833049 | ProgramServices |
| Management And General | 3052445 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4500 | BOY |
| EOY | 4500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1297067 | BOY |
| EOY | 582500 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3232 | BOY |
| EOY | 3571 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 815447 | BOY |
| EOY | 193030 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1016234 | BOY |
| EOY | 2307118 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27334544 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17055606 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6770389 | BOY |
| EOY | 10278938 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39207844 | BOY |
| EOY | 39409925 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2113288 | BOY |
| EOY | 3237848 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51228001 | BOY |
| EOY | 56017430 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5395007 | BOY |
| EOY | 8614402 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4289615 | BOY |
| EOY | 7523906 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9684622 | BOY |
| EOY | 16138308 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41537979 | BOY |
| EOY | 39873722 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5400 | BOY |
| EOY | 5400 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41543379 | BOY |
| EOY | 39879122 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51228001 | BOY |
| EOY | 56017430 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1664259 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| CITRUS VALLEY HOSPICE INC | |||||
| 953493611 | 12 | 1 | 1 | 1 | $922,849 |
| CITRUS VALLEY HEALTH FOUNDATION INC | |||||
| 952534063 | 13 | 1 | 1 | 1 | $21,608 |
| CITRUS VALLEY MEDICAL CENTER INC | |||||
| 956006469 | 7 | 1 | 1 | 1 | $35,419,137 |
| FOOTHILL PRESBYTERIAN HOSPITAL | |||||
| 952413054 | 7 | 1 | 1 | 1 | $7,388,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 43752165 | SumOfAmounts |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $62,117 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 62117 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | CITRUS VALLEY HEALTH PARTNERS, INC PAID $261,875 IN DUES TO THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA TO COVER MEMBERSHIP IN THE CALIFORNIA HOSPITAL ASSOCIATION, CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS AND HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA. HASC USED 23.72% OF THE DUES TOWARDS LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2835836 | OtherCostOrOtherBasis |
| Book Value | 2835836 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4292238 | OtherCostOrOtherBasis |
| Depreciation | 3820149 | Depreciation |
| Book Value | 472089 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20206470 | OtherCostOrOtherBasis |
| Depreciation | 13235457 | Depreciation |
| Book Value | 6971013 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10278938 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNRESTRICTED INVESTMENTS | Description |
| Book Value | 39409925 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 39409925 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSIT - WORKERS COMPENSATION L.T. | 2385848 |
| HOSP/PROF EXCESS INS RECOVERIES - LT | 852000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3237848 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER CURRENT LIABILITIES | $37,906 |
| HOSPITAL /PROF INSURANCE RESERVES | $7,486,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7523906 | TotalOfAmounts |
| Total Revenue | 46885496 | TotalRevenue |
| Total Expenses | 46885494 | TotalExpenses |
| Excess Or Deficit For Year | 2 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1664259 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1664259 | TotalAdjustments |
| Excess Or Deficit Per FS | -1664257 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 44979000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1664259 | NetUnrealizedGainsInvestments |
| Other Revenues | 7126 | OtherRevenues |
| Revenue Not Rptd F990 | -1657133 | RevenueNotRptdF990 |
| Revenue Subtotal | 46636133 | RevenueSubtotal |
| Other Revenues Not Included | 249363 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 249363 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 46885496 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 46643000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7126 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7126 | ExpensesNotRptdF990 |
| Expenses Subtotal | 46635874 | ExpensesSubtotal |
| Other Expenses Not Included | 249620 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 249620 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 46885494 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DEPRECIATION ON RENTAL UNITS OFFSET IN 990 7,126. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES OFFSET AGAINST REVENUE IN FINANCIAL REPORT 238,939. BANK SERVICE CHARGES OFFSET TO INCOME IN F/S 10,711. ROUNDING DIFFERENCE -287. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DEPRECIATION ON RENTAL UNITS OFFSET IN 990 7,126. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES OFFSET AGAINST REVENUE IN FINANCIAL REPORT 238,939. BANK SERVICE CHARGES OFFSET TO INCOME IN F/S 10,711. ROUNDING DIFFERENCE -30. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT CURRY | |||||||||||||
| 572964 | 0 | 119592 | 0 | 102150 | 0 | 6651 | 0 | 20254 | 0 | 821611 | 0 | 0 | 0 |
| JOHN DI MARE JR MD | |||||||||||||
| 0 | 188000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 188000 | 0 | 0 |
| WILLIAM HANES MD | |||||||||||||
| 14033 | 146000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14033 | 146000 | 0 | 0 |
| ELVIA FOULKE | |||||||||||||
| 394869 | 0 | 86345 | 0 | 82429 | 0 | 0 | 0 | 14128 | 0 | 577771 | 0 | 0 | 0 |
| LOIS CONYERS | |||||||||||||
| 278627 | 0 | 76323 | 0 | 56306 | 0 | 2025 | 0 | 10498 | 0 | 423779 | 0 | 0 | 0 |
| LISA FOUST | |||||||||||||
| 274051 | 0 | 59289 | 0 | 36621 | 0 | 5984 | 0 | 20860 | 0 | 396805 | 0 | 0 | 0 |
| DAVID MCCOBB | |||||||||||||
| 291682 | 0 | 55666 | 0 | 300701 | 0 | 5117 | 0 | 18256 | 0 | 671422 | 0 | 0 | 0 |
| ISSA AQLEH | |||||||||||||
| 147857 | 0 | 35957 | 0 | 83528 | 0 | 2509 | 0 | 10491 | 0 | 280342 | 0 | 0 | 0 |
| JILLISA JACOBS | |||||||||||||
| 195977 | 0 | 10000 | 0 | 7008 | 0 | 3028 | 0 | 7491 | 0 | 223504 | 0 | 0 | 0 |
| DAWN COOPER | |||||||||||||
| 141599 | 0 | 41403 | 0 | 31368 | 0 | 2631 | 0 | 9093 | 0 | 226094 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4A | DAVID MCCOBB RECEIVED A SEVERANCE PAYMENT OF $257,691, ISSA AQLEH RECEIVED A SEVERANCE PAYMENT OF $74,690 & DAWN COOPER RECEIVED A SEVERANCE PAYMENT OF $29,059. | |
| PART III | SCHEDULE J, PART I, QUESTION 3 - ESTABLISHING THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR - CVHP USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. PLEASE SEE ADDITIONAL EXPLANATION AT SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | STAFF ACCOUNTANTS, ACCOUNTING MANAGER AND DIRECTOR OF CORPORATE FINANCE REVIEW FORM 990 FOR ACCURACY AND COMPLETENESS UPON RECEIVING IT FROM THE CPA TAX PREPARER. FORM 990 IS FORWARDED TO RAJESH SHARMA, SR. VP & CFO, FOR THE FINAL REVIEW. TAX PREPARER PRESENTS FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE FOR APPROVAL. THE BOARD DELEGATED REVIEW AND APPROVAL TO THE AUDIT AND COMPLIANCE COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, KEY EMPLOYEES, AND MANAGEMENT ARE COVERED BY THE CONFLICT OF INTEREST POLICY. DETERMINATIONS OF CONFLICT AND REVIEW OF CONFLICT ARE PERFORMED AT THE VARIOUS LEVELS OF THE ORGANIZATION. APPROPRIATE ACTION DEPENDING ON THE CONFLICT IS TAKEN BY MANAGEMENT, KEY EMPLOYEES AND THE BOARD. DISCLOSURE FORMS ARE REQUIRED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS, KEY EMPLOYEES AND MANAGEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION UTILIZES THE FOLLOWING TO ESTABLISH REASONABLE COMPENSATION: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; WRITTEN EMPLOYMENT CONTRACT; COMPENSATION SURVEY/STUDIES; APPROVAL BY BOARD OR COMPENSATION COMMITTEE, WHICH APPROVAL IS DOCUMENTED IN CONTEMPORANEOUS WRITTEN MINUTES. EXECUTIVE PAY AT CITRUS VALLEY HEALTH PARTNERS FOLLOWS MARKET-BASED PAY PRACTICES FOR HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE AND TYPE IN THE SOUTHERN CALIFORNIA AREA. SALARY RANGES FOR EXECUTIVES WORKING AT CVHP FACILITIES FALL WITHIN THE MIDDLE OF THE MARKET, JUST AS THEY DO FOR ALL EMPLOYEES OF OUR ORGANIZATION. EVERY POSITION IN THE ORGANIZATION HAS A SALARY RANGE ATTACHED TO IT THAT REPRESENTS WHAT OTHERS DOING A SIMILAR JOB IN OTHER ORGANIZATIONS ARE LIKELY TO BE PAID. THE LONG-STANDING PAY PHILOSOPHY FOR CVHP HAS BEEN TO POSITION OUR SALARY RANGES IN THE MIDDLE OF OUR LOCAL LABOR MARKET; WE DON'T WANT TO LAG THE LOCAL MARKET, NOR DO WE WANT TO LEAD THE MARKET, SINCE THAT IS NOT A STRATEGY WE CAN AFFORD TO SUSTAIN OVER TIME. WE RELY ON MARKET STUDIES TO DETERMINE WHERE OUR PAY PRACTICES ARE RELATIVE TO OTHER HOSPITALS IN SOUTHERN CALIFORNIA. FOR EXECUTIVE PAY, WE USE THE NATIONALLY-RECOGNIZED AND RESPECTED FIRM, HAYGROUP, TO ANALYZE OUR EXECUTIVE PAY PROGRAM AND DETERMINE WHERE IT FALLS IN OUR MARKET. THIS STUDY IS PERFORMED EVERY OTHER YEAR. THE MOST RECENT EXECUTIVE COMPENSATION DATA IS DATED OCTOBER 2010. AS PART OF THEIR EXECUTIVE COMPENSATION REVIEW, HAYGROUP ALSO ISSUES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE PAY PROGRAM FOR A NOT-FOR-PROFIT ORGANIZATION LIKE OURS THAT IS SUBJECT TO THE REQUIREMENTS OF SECTION 4958 OF THE INTERNAL REVENUE CODE AND UNITED STATES TREASURY DEPARTMENT REGULATIONS. IN THEIR FEBRUARY 8, 2011, OPINION LETTER, HAYGROUP WROTE, "WE BELIEVE WE HAVE COMPARED THE EXECUTIVE COMPENSATION TO COMPENSATION AND BENEFITS PAID TO EXECUTIVES OF ORGANIZATIONS WITH LIKE SERVICES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES, AND AS RESULT, WE BELIEVE THAT COMPENSATION AND BENEFITS PAID TO THE EXECUTIVES ARE REASONABLE WITHIN THE MEANING OF SECTION 53.4958-4(B)(1)(II)(A) OF THE TREASURY REGULATIONS". THE EXECUTIVE POSITIONS THAT ARE INCLUDED IN THE BIENNIAL EXECUTIVE COMPENSATION REVIEW INCLUDE THE PRESIDENT/CEO, EXECUTIVE VICE PRESIDENT/COO, SENIOR VICE PRESIDENT/CFO, SENIOR VICE PRESIDENT/HUMAN RESOURCES, SENIOR VICE PRESIDENT/CIO, CVMC CHIEF MEDICAL OFFICER AND VICE PRESIDENT MEDICAL AFFAIRS, CEO/CITRUS VALLEY HEALTH FOUNDATION, FOOTHILL PRESBYTERIAN HOSPITAL ADMINISTRATOR/CNE, CVMC VICE PRESIDENT/CNE AND VICE PRESIDENT OF PUBLIC RELATIONS AND COMMUNICATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,664,259. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINES 2B AND 2C: | THE FINANCIAL STATEMENTS OF CITRUS VALLEY HEALTH PARTNERS, INC. AND ITS AFFILIATES, CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, FOOTHILL PRESBYTERIAN HOSPITAL, AND CITRUS VALLEY HEALTH FOUNDATION, INC., WERE AUDITED ON A CONSOLIDATED BASIS. | AUDITED FINANCIAL STATEMENTS |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF DIRECTORS HAS CONSTITUTED AN AUDIT AND COMPLIANCE COMMITTEE AND DELEGATED TO THAT COMMITTEE THE RESPONSIBILITY FOR ENGAGING INDEPENDENT AUDITORS AND MONITORING THE AUDIT PROCESS. THIS STRUCTURE HAS BEEN IN EFFECT IN PRIOR YEARS AND WAS NOT CHANGED IN 2011. | AUDIT AND COMPLIANCE COMMITTEE |
| FORM 990, PART VII, SECTION A, LINE 1A AND SCHEDULE J: | THE OFFICERS REPORTED ON PART VII OF FORM 990 AND SCHEDULE J ARE COMPENSATED BY CITRUS VALLEY HEALTH PARTNERS (CVHP). THE COMPENSATION AMOUNTS REPORTED IN PART VII OF FORM 990 AND SCHEDULE J REPRESENT 100% OF THE COMPENSATION PAID BY CVHP TO THE OFFICERS. THE OFFICERS ALSO SERVE AS CORPORATE OFFICERS FOR CITRUS VALLEY MEDICAL CENTER, INC., CITRUS VALLEY HOSPICE, INC., FOOTHILL PRESBYTERIAN HOSPITAL AND CITRUS VALLEY HEALTH FOUNDATION, INC., ALL AFFILIATES OF THE TAXPAYER. IN ACCORDANCE WITH OUR UNDERSTANDING OF THE FORM 990 INSTRUCTIONS, SIMILAR PART VII AND SCHEDULE J DISCLOSURES ARE MADE IN EACH OF THE AFOREMENTIONED AFFILIATES 990 RETURNS. | REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS |
| FORM 990, PART VII, SECTION A: | THE OFFICERS SERVE AS COPORATE OFFICERS FOR CITRUS VALLEY HEALTH PARTNERS (CVHP), CITRUS VALLEY MEDICAL CENTER, INC. (CVMC), CITRUS VALLEY HOSPICE (CVH), INC., FOOTHILL PRESBYTERIAN HOSPITAL (FPH) AND CITRUS VALLEY HEALTH FOUNDATION, INC. (CVHF), ALL AFFILIATES OF THE TAXPAYER. THE NUMBER OF HOURS DEVOTED BY THE CORPORATE OFFICERS TO THE AFFILIATES ARE AS FOLLOWS: ELVIA FOULKE DEVOTED 5, 5, 1, AND 20 HOURS TO FPH, CVH, CVHF, AND CVMC, RESPECTIVELY. LOIS CONYERS DEVOTED 4, 2, 2, AND 14 HOURS TO FPH, CVH, CVHF, AND CVMC, RESPECTIVELY. ROBERT CURRY DEVOTED 4, 2, 2, AND 14 HOURS TO FPH, CVH, CVHF, AND CVMC, RESPECTIVELY. RAJESH SHARMA DEVOTED 4, 2, 2, AND 14 HOURS TO FPH, CVH, CVHF, AND CVMC, RESPECTIVELY. | REPORTABLE HOURS FOR RELATED ORGANIZATIONS |
| FORM 990, PART V, LINE 7H: | THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTIONS OF AUTOMOBILES, BOATS, AIRPLANES OR OTHER VEHICLES. CONSEQUENTLY THERE WERE NO FORMS 1098C FILED. | FILING OF FORM 1098C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CITRUS VALLEY MEDICAL CENTER INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 956006469 | ACUTE CARE HOSPITAL | CA | 501 (C)(3) | 7 | N/A | 0 |
| CITRUS VALLEY HEALTH FOUNDATION INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 952534063 | EXEMPT ORGANIZATION SUPPORT | CA | 501 (C)(3) | 13 | N/A | 0 |
| CITRUS VALLEY HOSPICE INC | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 953493611 | HOME HEALTH & HOSPICE CARE | CA | 501 (C)(3) | 12 | N/A | 0 |
| FOOTHILL PRESBYTERIAN HOSPITAL | ||||||||||
| 140 W COLLEGE STREET PO BOX 6108 | COVINA | CA | 91722 | 952413054 | ACUTE CARE HOSPITAL | CA | 501 (C)(3) | 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CITRUS VALLEY MEDICAL CENTER | ||
| I | 90000 | FAIR MARKET VALUE |
| CITRUS VALLEY HOSPICE | ||
| I | 63000 | FAIR MARKET VALUE |
| CITRUS VALLEY HEALTH FOUNDATION | ||
| K | 21608 | FAIR MARKET VALUE |
| CITRUS VALLEY HOSPICE | ||
| K | 922849 | FAIR MARKET VALUE |
| FOOTHILL PREBYTERIAN HOSPITAL | ||
| K | 7388571 | FAIR MARKET VALUE |
| CITRUS VALLEY MEDICAL CENTER | ||
| K | 35419137 | FAIR MARKET VALUE |
| CITRUS VALLEY MEDICAL CENTER | ||
| N | -132885893 | FAIR MARKET VALUE |
| CITRUS VALLEY HEALTH FOUNDATION | ||
| N | -781304 | FAIR MARKET VALUE |
| CITRUS VALLEY HOSPICE | ||
| N | -5299793 | FAIR MARKET VALUE |
| CITRUS VALLEY MEDICAL CENTER | ||
| N | 14329 | FAIR MARKET VALUE |
| FOOTHILL PREBYTERIAN HOSPITAL | ||
| N | 7794 | FAIR MARKET VALUE |
| CITRUS VALLEY HEALTH FOUNDATION | ||
| N | 62192 | FAIR MARKET VALUE |
| CITRUS VALLEY MEDICAL CENTER | ||
| N | 12980 | FAIR MARKET VALUE |
| FOOTHILL PREBYTERIAN HOSPITAL | ||
| N | 4463 | FAIR MARKET VALUE |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS | Identifier |
| Return Reference | FORM 990 SCHEDULE R, PART V, NUMBER 2, CODE N: | ReturnReference |
| Explanation | THE SALARIES REPORTED ON FORM 990 ARE PROCESSED THROUGH CITRUS VALLEY HEATLH PARTNERS. CITRUS VALLEY HEALTH PARTNERS ACTS AS A COMMON PAYMASTER FOR AFFILIATED ENTITIES, CITRUS VALLEY MEDICAL CENTER, CITRUS VALLEY HEALTH FOUNDATION AND CITRUS VALLEY HOSPICE. CITRUS VALLEY HEALTH PARTNERS FILED ONE FORM W-3 WHICH SHOWS A COMBINED NUMBER OF 3,270 EMPLOYEES. THE NUMBER OF EMPLOYEES FOR EACH ENTITY IS REPORTED SEPARATELY ON ITS OWN FORM 990 PART I LINE 5. CITRUS VALLEY MEDICAL CENTER'S FORM 990 REPORTED A TOTAL OF 2,770 EMPLOYEES, CITRUS VALLEY HOSPICE'S FORM 990 REPORTED 121 EMPLOYEES, CITRUS VALLEY HEALTH FOUNDATION'S FORM 990 REPORTED 10 EMPLOYEES AND CITRUS VALLEY HEALTH PARTNER'S FORM 990 REPORTED 369 EMPLOYEES. | Explanation |