EMERSON HEALTH CARE FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- EMERSON HEALTH CARE FOUNDATION INC (EIN 04-2770980)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-10
- IRS object ID
- 201102229349300545
- Schema version
- 2009v1.7
- 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 | 2011-08-10T14:00:31-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042770980 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMERSON HEALTH CARE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EMER | NameControl |
| Phone | 9782873226 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OLD ROAD TO NINE ACRE CORNER | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John O Wilhelm | Name |
| Title | SR VP & CFO | Title |
| Phone | 9782873226 | Phone |
| Date Signed | 2011-08-10 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN O WILHELM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OLD ROAD TO NINE ACRE CORNER | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3132629 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | emersonhospital.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | COORDINATE AND DEVELOP THE FUNDRAISING EFFORT FOR EMERSON HOSPITAL | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1492558 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3129923 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 715970 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10081 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2706 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2218609 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3132629 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 482241 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 472997 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 681026 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 243810 | OtherExpensePriorYear |
| Other Expenses Current Year | 208029 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 726051 | TotalExpensesPriorYear |
| Total Expenses Current Year | 681026 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1492558 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2451603 | RevenuesLessExpensesCY |
| Total Assets BOY | 3521857 | TotalAssetsBOY |
| Total Assets EOY | 6041133 | TotalAssetsEOY |
| Total Liabilities BOY | 223029 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 591668 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3298828 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5449465 | NetAssetsOrFundBalancesEOY |
| Mission Description | EMERSON HEALTH CARE FOUNDATION INC PROVIDES PHILANTHROPIC RESOURCES TO ASSIST EMERSON HEALTH SYSTEM, INC AND EMERSON HOSPITAL IN FULFILLING THEIR MISSION OF IMPROVING THE HEALTH STATUS OF THE PEOPLE IN THE COMMUNITIES IT SERVES. THROUGH THE ON-GOING CULTIVATION OF RELATIONSHIPS, THE FOUNDATION LEADERSHIP WILL STRIVE TO CREATE THE WILLINGESS AS WELL AS THE MEANS THROUGH WHICH EMERSON HOSPITAL'S CONTITUENTS WILL FINANCIALLY SUPPORT THE FACILITY, EQUIPMENT, OPERATIONAL, EDUCATIONAL AND PROGRAMMATIC NEEDS OF THE HOSPITAL. THE FOUNDATION WILL STRIVE CONTINUALLY TO EXPAND THE BASE OF ANNUAL PHALANTHROPIC SUPPORT AND BUILD AN ENDOWMENT TO ENSURE THE COMMUNITY'S FUTURE HEALTH CARE NEEDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | EMERSON HEALTH CARE FOUNDATION IS AN ORGANIZATION THAT SUPPORTS FUNDRAISING EFFORTS FOR EMERSON HOSPITAL. | Description |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN WILHELM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9782873226 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OLD ROAD TO NINE ACRE CORNER | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Joanne Armstrong | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Anthony Baudanza | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| PAUL BIRCH | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| William P Boger III MD | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| steven carr | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD H CHURCHILL | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| GLORIA CLOUGH | |||||||
| director | 2.00 | X | 0 | 0 | 0 | ||
| Paul D'Ambrosio MD | |||||||
| director | 2.00 | X | 0 | 0 | 37780 | ||
| CYNTHIA DEYSHER | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| David S Green MD | |||||||
| DIrector | 2.00 | X | 0 | 0 | 0 | ||
| DENISE HAARTZ | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| HEIDI HARRING | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| JOHN HICKLING | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Wisnton R Hindle Jr | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| RONALD JOHNSON | |||||||
| chair | 2.00 | X | 0 | 0 | 0 | X | |
| JEANNE KANGAS | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| anne lehmann | |||||||
| ex officio | 2.00 | X | 0 | 0 | 0 | ||
| Joan Burden Litle | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| jack mcgrath md | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Mary S Newman | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Christine Schuster | |||||||
| President | 2.00 | X | 0 | 734309 | 23822 | X | |
| Henry W Vaillant MD | |||||||
| Director | 2.00 | X | 0 | 0 | 40000 | ||
| Alan C Woodward MD | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| Chip Ziering | |||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X | |
| John Dresser | |||||||
| Executive Director | 50.00 | X | 0 | 259233 | 20268 | X | |
| Jack Wilhelm | |||||||
| Treasurer | 2.00 | 0 | 431359 | 15500 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1424901 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 137370 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3129923 | AllOtherContributions |
| Total Contributions | 3129923 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2706 | TotalRevenueColumn |
| Exclusion | $2,706 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3132629 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,706 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256944 | Total |
| Fundraising | 256944 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137220 | Total |
| Fundraising | 137220 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78833 | Total |
| Fundraising | 78833 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7741 | Total |
| Fundraising | 7741 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1778 | Total |
| Fundraising | 1778 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| CONTRACTED SERVICES | 99419 | 99419 |
| Food & Function | 47546 | 47546 |
| pRINTING | 28483 | 28483 |
| Other Administrative | 7273 | 7273 |
| fORMS | 6193 | 6193 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9596 | Total |
| Fundraising | 9596 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681026 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 681026 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1233215 | BOY |
| EOY | 2913367 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 837188 | BOY |
| EOY | 1519532 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1449394 | BOY |
| EOY | 1608234 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2060 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3521857 | BOY |
| EOY | 6041133 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223029 | BOY |
| EOY | 591668 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223029 | BOY |
| EOY | 591668 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226286 | BOY |
| EOY | 216112 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1857622 | BOY |
| EOY | 3910446 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1214920 | BOY |
| EOY | 1322907 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3298828 | BOY |
| EOY | 5449465 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3521857 | BOY |
| EOY | 6041133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Type1 | X | SupportingOrg509a3Type1 |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | emerson hospital | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103565 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $358,566 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 358566 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1214920 | BeginningOfYearBalance |
| Contributions | 105075 | Contributions |
| Investment Earnings Or Losses | 143410 | InvestmentEarningsOrLosses |
| Other Expenditures | 140497 | OtherExpenditures |
| End Of Year Balance | 1322908 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1101230 | BeginningOfYearBalance |
| Contributions | 119654 | Contributions |
| Investment Earnings Or Losses | 67442 | InvestmentEarningsOrLosses |
| Other Expenditures | 73406 | OtherExpenditures |
| End Of Year Balance | 1214920 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Beneficial Interest in Split-interest | 311830 | F |
| permanently restricted | 1296404 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1608234 | TotalOfBookValueSecurities |
| Total Revenue | 3132629 | TotalRevenue |
| Total Expenses | 681026 | TotalExpenses |
| Excess Or Deficit For Year | 2451603 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 67776 | NetUnrealizedGLOnInvestments |
| Other | -$368,742 | OtherAmount |
| Total Adjustments | -300966 | TotalAdjustments |
| Excess Or Deficit Per FS | 2150637 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3132629 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 3132629 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3132629 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 681026 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 681026 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 681026 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE PRINCIPAL BALANCE OF THE ENDOWMENT FUND IS PERMANENTLY RESTRICTED FROM USE. INCOME ON THE ENDOWMENT FUND THAT HAS BEEN DESIGNATED FOR A SPECIFIC PURPOSE BY THE DONOR IS USED AS SPECIFIED. OTHERWISE, THE INCOME IS USED TO ADVANCE THE ORGANIZATION'S GENERAL CHARITABLE PURPOSE. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | in fiscal 2010 there was no footnote in the audited financial statements referencing fin48 because the organization did not file uncertain tax positions. |
| Part XI, Line 8 - Other Adjustments: | NET ASSETS RELEASED FOR PLANT AND EQUIPMENT tranSfer to affiliates |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | 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 (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christine Schuster | |||||||||||||
| 0 | 532803 | 0 | 174596 | 0 | 26910 | 0 | 0 | 0 | 23822 | 0 | 758131 | 0 | 0 |
| John Dresser | |||||||||||||
| 0 | 182691 | 0 | 59448 | 0 | 17094 | 0 | 0 | 0 | 20268 | 0 | 279501 | 0 | 0 |
| Jack Wilhelm | |||||||||||||
| 0 | 315741 | 0 | 99000 | 0 | 16618 | 0 | 15500 | 0 | 0 | 0 | 446859 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | board members denise haartz and gloria clough serve together on the board of directors of the louisa may alcott orchard house of concord. | |
| Form 990, Part VI, Section A, line 6 | emerson health system, inc acting through its board of directors, is the member for emerson health care foundation. | |
| Form 990, Part VI, Section A, line 7a | the number and composition of the board of directors is fixed annually by the member, emerson health system. | |
| Form 990, Part VI, Section A, line 7b | the number and composition of hte board of directors is fixed annually by the member, emerson health system. | |
| Form 990, Part VI, Section B, line 11 | THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS DURING A REGULARLY SCHEDULED MEETING AND WAS OPEN FOR REVIEW, DISCUSSION, QUESTIONS AND COMMENTS PRIOR TO FILING. | |
| Form 990, Part VI, Section B, line 12c | the board of dierctors requires that all board members and senior managers complete and sign the conflict of interest questionnaire annually. the executive director reviews these questionnaires and summarizes any issues that could create a conflict of interest. this summary is reviewed by the governance committee of the board of directors and is presented to the entire board annually so that all board members are aware of potential conflicts of interest and have information they can rely on if they feel an individual may have divided loyalties on a decision coming before the board of directors. the board chair is responsible for evaluating any conflict of interest and determining the treatment of the situation according to board policy. | |
| Form 990, Part VI, Section B, line 15 | THE CEO AND EXECUTIVE DIRECTOR OF EMERSON HEALTH CARE FOUNDATION ARE EMPLOYED BY EMERSON HOSPITAL. EMERSON HOSPITAL'S BOARD OF DIRECTORS HOLDS THE SOLE RESPONSIBILITY FOR ESTABLISHING THE COMPENSATION OF THE CEO. THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF DIRECTORS COMPRISED OF AT LEAST THREE INDEPENDENT BOARD MEMBERS, IS RESPONSIBLE FOR THE REVIEW AND RECOMMENDATION OF THE CEO'S COMPENSATION. THIS ANALYSIS INCLUDES AN ANNUAL INDEPENDENT REVIEW OF COMPARABLE INSTITUTIONS. THE VICE PRESIDENT OF HUMAN RESOURCES, ACTING AS STAFF SUPPORT FOR THE COMMITTEE, MAINTAINS WRITTEN RECORDS ON COMPENSATION AND THE COMMITTEE'S ACTIONS. MEETING MINUTES DOCUMENT THE COMMITTEE'S DECISION-MAKING PROCESS, THE TYPES OF COMPARABLE DATA THAT WAS USED TO DETERMINE THE FAIR MARKET VALUE FOR AN EXECUTIVE'S SERVICES AND THE NATURE OF ANY DECISIONS MADE SO AS TO ESTABLISH A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR COMPENSATION FOR A DISQUALIFIED INDIVIDUAL. THE COMPENSATION COMMITTEE ALSO REVIEWS AND APPROVES THE CEO'S RECOMMENDATION OF COMPANSATION FOR KEY EMPLOYEES INCLUDING OFFICERS AND VICE PRESIDENTS. THIS ANALYSIS INCLUDES AND INDEPENDENT REVIEW OF COMPARABLE INSTITUTIONS. THE VICE PRESIDENT OF HUMAN RESOURCES, ACTING AS STAFF SUPPORT FOR THE COMMITTEE, MAINTAINS WRITTEN RECORDS ON COMPENSATION AND THE COMMITTEE'S ACTIONS. MEETING MINUTES DOCUMENT THE COMMITTEE'S DECISION-MAKING PROCESS, THE TYPES OF COMPARABLE DATA THAT WAS USED TO DETERMINE THE FAIR MARKET VALUE FOR AN EXECUTIVE'S SERVICES AND THE NATURE OF ANY DECISIONS MADE SO AS TO ESTABLISH A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR COMPENSATION FOR A DISQUALIFIED INDIVIDUAL. | |
| Form 990, Part VI, Section C, line 18 | the form 990 is available on the massachusetts attorney general's website. forms 1023 and 990 are also available upon request to the foundation. | |
| Form 990, Part VI, Section C, line 19 | emerson health care foundation's bY-laws are available on the massachusetts secretary of state's website. conflict of interest policy and financial statements are available upon request. | |
| FORM 990, PART IX, LINES 5, 7 AND 9 | ALL PERSONNEL ARE EMPLOYEES OF EMERSON HOSPITAL, INC AND W-2S ARE ISSUED BY EMERSON HOSPITAL. THE EXPENSE FOR EMPLOYEES DOING THE WORK OF EMERSON HEALTH CARE FOUNDATION IS ALLOCATED TO EMERSON HEALTH CARE FOUNDATION VIA INTERCOMPANY ACCOUNTS. THE AMOUNTS ON LINES 5, 7, AND 9 REPRESENT THE EXPENSE ALLOCATED BY EMERSON HOSPITAL. | SALARIES/WAGES AND BENEFITS REPORTED ON STATEMENT OF FUNTIONAL EXPENSES |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| EMERSON HEALTH SYSTEM INC | ||||||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 042770977 | PROVIDES ITS SUBSIDIARIES WITH A MANAGEMENT TEAM | MA | 501(C)3 | 509(A)(3) TYPE I | N/A | |
| EMERSON HOSPITAL INC | ||||||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 042103565 | ACUTE CARE COMMUNITY HOSPITAL | MA | 501(C)3 | 170(B)(1)(A)(III) | EMERSON HEALTH SYSTEM INC | |
| EMERSON PRACTICE ASSOCIATES | ||||||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 043111240 | HEALTH CARE SERVICES IN THE COMMUNITIES SERVED BY EMERSON HOSPITAL | MA | 501(C)3 | 170(B)(1)(A)(III) | EMERSON HOSPITAL INC | |
| EMERSON PRACTICE ASSOICATES II | ||||||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 800482067 | HEALTH CARE SERVICES IN THE COMMUNITIES SERVED BY EMERSON HOSPITAL | MA | 501(C)3 | 170(B)(1)(A)(III) | EMERSON HOSPITAL INC | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| emerson occupational health services inc | ||||||||
| 133 old road to nine acre corner | concord | MA | 01742 | 042800607 | health services | MA | emerson health systems inc | C |
| emerson property development corp | ||||||||
| 133 old road to nine acre corner | concord | MA | 01742 | 042793599 | property management | MA | emerson health systems inc | C |
| 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 | 0 | 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 | 1 | 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 (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| emerson hospital | |
| K | 10175 |
| emerson hospital | |
| N | 472997 |
| emerson hospital | |
| O | 200237 |