TRAUMA TRUST: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TRAUMA TRUST (EIN 91-1939741)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349304343
- Schema version
- 2010v3.4
- Note
- A later return for the same period supersedes this one.
- 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 | 2011-11-15T12:50:09-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 A STREET SUITE 600 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 984024205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911939741 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRAUMA TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRAU | NameControl |
| Phone | 2534034570 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5299 MS 315-J1-TRM | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 984150299 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICTORIA SILAS MD | Name |
| Title | PRESIDENT | Title |
| Phone | 2534034570 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY J SCHAUER | Name |
| Phone | 2535724100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | VICTORIA SILAS MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5299 MS 315-JI-TRM | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 98415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13040419 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDING COMMUNITY ACCOUNTABILITY AND OVERSIGHT OF TRAUMA SERVICES AT TACOMA GENERAL HOSPITAL AND ST. JOSEPH HOSPITAL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 32 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | 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 | 11683667 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13034529 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9411 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5890 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11693078 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13040419 | 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 | 4522210 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5897365 | 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 | 7030478 | OtherExpensePriorYear |
| Other Expenses Current Year | 6348214 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11552688 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12245579 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 140390 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 794840 | RevenuesLessExpensesCY |
| Total Assets BOY | 1231552 | TotalAssetsBOY |
| Total Assets EOY | 2738616 | TotalAssetsEOY |
| Total Liabilities BOY | 617373 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1343390 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 614179 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1395226 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDING COMMUNITY ACCOUNTABILITY AND OVERSIGHT OF TRAUMA SERVICES AT TACOMA GENERAL HOSPITAL AND ST. JOSEPH HOSPITAL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11753905 | Expense |
| Revenue | 13034529 | Revenue |
| Description | COORDINATES AND PROMOTES PROVISION OF LEVEL II TRAUMA SERVICES AT TACOMA GENERAL HOSPITAL AND ST. JOSEPH HOSPITAL. | Description |
| Total Program Service Expense | 11753905 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 32 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | 0 | 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 | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALPANA MARTIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2534034570 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5299 | AddressLine1 |
| City | TACOMA | City |
| State | WA | State |
| ZIP Code | 984150299 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 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 |
|---|---|---|---|---|---|---|---|
| MAGGIE BAKER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DIANE CECCHETTINI | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| BILL CAMMARANO | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| TORY GREEN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LINDA TIEMAN | |||||||
| VICE PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | |
| JANET WEST | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JIM CRABBE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| BRAD PATTISON | |||||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 | X | |
| VICTORIA SILAS | |||||||
| PRESIDENT | 5.00 | X | 0 | 0 | 0 | X | |
| SCOTT D WINSHIP | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ROBERT JACOBY | |||||||
| DIRECTOR | 40.00 | X | 445208 | 0 | 16500 | X | |
| BRIAN EBERSOLE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| GREG SEMERDJIAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MARK THOMPSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| PAUL INOUYE | |||||||
| HIGHEST COMPENSATED EMPLOYEE | 40.00 | 357985 | 0 | 16500 | X | ||
| DAVID PATTERSON | |||||||
| HIGHEST COMPENSATED EMPLOYEE | 40.00 | 367348 | 0 | 16500 | X | ||
| THOMAS FERRER | |||||||
| HIGHEST COMPENSATED EMPLOYEE | 40.00 | 361603 | 0 | 16500 | X | ||
| MICHELLE STRONG | |||||||
| HIGHEST COMPENSATED EMPLOYEE | 40.00 | 316805 | 0 | 15950 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1848949 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 81950 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | 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 |
|---|---|---|---|---|---|
| MANSOUR SHIRBACHEH MD | |||||
| 1708 YAKIMA AVE 115 | TACOMA | WA | 98405 | MEDICAL | 1643256 |
| DOUGLAS SUTHERLAND MD | |||||
| 3124 S 19TH ST 320 | TACOMA | WA | 98405 | MEDICAL | 142842 |
| DANIEL NEHLS MD | |||||
| 1708 YAKIMA AVE 105 | TACOMA | WA | 98405 | MEDICAL | 110600 |
| ALEX MOHIT MD | |||||
| 1708 YAKIMA AVE 105 | TACOMA | WA | 98405 | MEDICAL | 106600 |
| ANTHONY E HARRIS MD | |||||
| 915 6TH AVE 200 | TACOMA | WA | 98405 | MEDICAL | 103600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HOSPITAL SUBSIDY | 621400 | 5330472 | 5330472 |
| TRAUMA RVU PROFESSIONA | 621400 | 2981886 | 2981886 |
| CALL BURDEN | 621400 | 2673937 | 2673937 |
| GOVERNMENT FEES | 621400 | 1799439 | 1799439 |
| PROGRAM SERVICES - OTH | 621400 | 248795 | 248795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13034529 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5890 | TotalRevenueColumn |
| Exclusion | $5,890 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13040419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13034529 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,890 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 461708 | Total |
| Program Services | 184683 | ProgramServices |
| Management And General | 277025 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4747793 | Total |
| Program Services | 4747793 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392323 | Total |
| Program Services | 392323 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295541 | Total |
| Program Services | 295541 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20003 | Total |
| Management And General | 20003 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152748 | Total |
| Management And General | 152748 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24074 | Total |
| Program Services | 12037 | ProgramServices |
| Management And General | 12037 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19545 | Total |
| Program Services | 9773 | ProgramServices |
| Management And General | 9772 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40177 | Total |
| Program Services | 20088 | ProgramServices |
| Management And General | 20089 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PROFESSIONAL FEES | 4840616 | 4840616 |
| INSURANCE | 835298 | 835298 |
| OTHER | 224500 | 224500 |
| TAXES | 78744 | 78744 |
| PROFESSIONAL DEVELOPMEN | 62880 | 62880 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49629 | Total |
| Program Services | 49629 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12245579 | Total |
| Program Services | 11753905 | ProgramServices |
| Management And General | 491674 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 351914 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1230836 | BOY |
| EOY | 2209172 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 148306 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 716 | BOY |
| EOY | 29224 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1231552 | BOY |
| EOY | 2738616 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 617373 | BOY |
| EOY | 1343390 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 617373 | BOY |
| EOY | 1343390 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1395226 | EOY |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 614179 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 614179 | BOY |
| EOY | 1395226 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1231552 | BOY |
| EOY | 2738616 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 794840 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -13793 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 961626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1252798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 800025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1200750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1799439 | CurrentTaxYear |
| Total | 6014638 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3641314 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4529285 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8236694 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10482917 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11235090 | CurrentTaxYear |
| Total | 38125300 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4602940 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5782083 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9036719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11683667 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13034529 | CurrentTaxYear |
| Total | 44139938 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 44139938 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23924 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9411 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5890 | CurrentTaxYear |
| Total | 81366 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8867 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33274 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23924 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9411 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5890 | CurrentTaxYear |
| Total | 81366 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4611807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5815357 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9060643 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11693078 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13040419 | CurrentTaxYear |
| Total | 44221304 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99820 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00180 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 13040419 | TotalRevenue |
| Total Expenses | 12245579 | TotalExpenses |
| Excess Or Deficit For Year | 794840 | ExcessOrDeficitForYear |
| Prior Period Adjustments | -13793 | PriorPeriodAdjustments |
| Total Adjustments | -13793 | TotalAdjustments |
| Excess Or Deficit Per FS | 781047 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13040419 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 13040419 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13040419 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12245579 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12245579 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12245579 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE TRUST IS A TAX-EXEMPT ORGANIZATION AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT FOR UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE TRUST QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. UNRELATED BUSINESS INCOME TAX, IF ANY, IS INSIGNIFICANT AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TRUST ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS ON JANUARY 1, 2009, WHICH HAD NO FINANCIAL STATEMENT IMPACT TO THE TRUST. THE TRUST RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT JACOBY | |||||||||||||
| 445208 | 0 | 0 | 0 | 0 | 0 | 16500 | 0 | 0 | 0 | 461708 | 0 | 0 | 0 |
| PAUL INOUYE | |||||||||||||
| 357985 | 0 | 0 | 0 | 0 | 0 | 16500 | 0 | 0 | 0 | 374485 | 0 | 0 | 0 |
| DAVID PATTERSON | |||||||||||||
| 367348 | 0 | 0 | 0 | 0 | 0 | 16500 | 0 | 0 | 0 | 383848 | 0 | 0 | 0 |
| THOMAS FERRER | |||||||||||||
| 361603 | 0 | 0 | 0 | 0 | 0 | 16500 | 0 | 0 | 0 | 378103 | 0 | 0 | 0 |
| MICHELLE STRONG | |||||||||||||
| 316805 | 0 | 0 | 0 | 0 | 0 | 15950 | 0 | 0 | 0 | 332755 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 WAS NOT PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD. | |
| THE GOVERNING BODY EXAMINES ANY PENDING CONFLICT OF INTEREST AT MONTHLY BOARD MEETINGS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE SUPPORTING ORGANIZATIONS (MULTICARE AND FRANCISCAN HEALTH SYSTEM) TOP MANAGEMENT OFFICIAL(S) AUTHORIZES COMPENSATION FOR OFFICERS, DIRECTORS AND KEY EMPLOYEES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 18 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | PRIOR PERIOD ADJUSTMENTS: -13,793. | FORM 990, PART XI, LINE 5: |