THE BETTY FORD CENTER: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE BETTY FORD CENTER (EIN 95-3863994)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-10
- IRS object ID
- 201140419349301514
- Schema version
- 2009v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule H
- Schedule J
- Schedule L
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-10T13:22:56-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953863994 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTY FORD CENTER AT EISENHOWER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETT | NameControl |
| Phone | 7607734100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39000 Bob Hope Drive | AddressLine1 |
| City | Rancho Mirage | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard Prusinowski | Name |
| Title | Corporate Controller | Title |
| Phone | 7608378949 | Phone |
| Date Signed | 2011-02-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty Ford Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John Schwarzlose | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39000 Bob Hope Drive | AddressLine1 |
| City | Rancho Mirage | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33098408 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.bettyfordcenter.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To provide effective alcohol and other drug dependency treatment services, including programs of education and research, to help women, men and families begin the process of recovery. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 306 | TotalNbrEmployees |
| Total Nbr Volunteers | 94 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4652394 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5168004 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25223002 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26392784 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2445042 | InvestmentIncomePriorYear |
| Investment Income Current Year | 704858 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 518264 | OtherRevenuePriorYear |
| Other Revenue Current Year | 708067 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27948618 | TotalRevenuePriorYear |
| Total Revenue Current Year | 32973713 | 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 | 19415850 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18968368 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 24250 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 31140 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1566897 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15083989 | OtherExpensePriorYear |
| Other Expenses Current Year | 15416432 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34524089 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34415940 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6575471 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1442227 | RevenuesLessExpensesCY |
| Total Assets BOY | 74145733 | TotalAssetsBOY |
| Total Assets EOY | 72638082 | TotalAssetsEOY |
| Total Liabilities BOY | 21179117 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19734314 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 52966616 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52903768 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide effective alcohol and other drug dependency treatment services, including programs of education and research, to help women, men and families begin the process of recovery. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 29687366 | Expense |
| Grants | 0 | Grants |
| Revenue | 26392784 | Revenue |
| Description | Hundreds of patients and their families made a new beginning at the Center in Fiscal Year 2010. Additionally, thousands more learned about the disease of addiction through education and outreach programs of Betty Ford Center and Betty Ford Institute. More than $3.2 million was made availble in scholarships and financial assistance to 2,470 people. During the year the Center treated 1,159 inpatients and 398 outpatients. The Family Program had 1,216 people participate. The three childrens programs located in Rancho Mirage, CA, Denver, CO and Dallas, TX, had 1,649 children and parents participate with more than 90% receiving full or partial scholarships. The children program staff members also made more than 16,000 community contacts concerning the disease of addiction and how it has a complex effect on children.There were 238 participants in week-long professional education programs throughout the year. The Center sponsored the six Alcohol and Other Drugs Awareness Hours which helps dispel myths about addiction and treatment. The lectures were free and opened to the public and over 2,000 people attended. There was a Women's Symposium sponsored by the Center where 205 women and professionals celebrated recovery by learning about the latest in treatment practices designed to benefit women. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 29687366 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | 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 | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 105 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 306 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 | 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 | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Richard J Prusinowski | NamePerson |
| Telephone Number | 7608378949 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39-000 Bob Hope Drive | AddressLine1 |
| City | Rancho Mirage | City |
| State | CA | State |
| ZIP Code | 922703221 | 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 | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Madeline Redstone | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Dennie Jagger | ||||||||
| Secretary | 2 | X | 0 | 0 | 0 | |||
| Anthon Tornay MD | ||||||||
| Board Member | 12 | X | 166750 | 0 | 0 | |||
| Ed Monarch | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| John Schwarzlose | ||||||||
| CEO | 40 | X | 364103 | 0 | 0 | |||
| Betty Ford | ||||||||
| Founding Chairman | 2 | X | 0 | 0 | 0 | |||
| Lois Horvitz | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| James Greenbaum | ||||||||
| Board Member | 3 | X | 0 | 0 | 0 | |||
| Mary Turner Pattiz | ||||||||
| Chairman | 4 | X | 0 | 0 | 0 | |||
| Michael Martella | ||||||||
| Board Member | 3 | X | 0 | 0 | 0 | |||
| Geoffrey Mason | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Susan Ford Bales | ||||||||
| Board Member | 4 | X | 50000 | 0 | 0 | |||
| Joan O'Neil | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| G Aubrey Serfling | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Linda Q Hahn | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| Cini Gannon Robb | ||||||||
| Board Member | 2 | X | 0 | 0 | 0 | |||
| John Boop | ||||||||
| President Foundation | 40 | X | 199297 | 0 | 0 | |||
| Richard Prusinowski | ||||||||
| Corporate Controller | 40 | X | 125618 | 0 | 0 | |||
| Charlene Montgomery | ||||||||
| VP HR | 40 | 135006 | 0 | 0 | X | |||
| Michael Neatherton | ||||||||
| President Recovery Hospital | 40 | 282124 | 0 | 0 | X | |||
| James Onorato | ||||||||
| CFO | 40 | 180734 | 0 | 0 | X | |||
| Garrett O'Connor MD | ||||||||
| President, Institute | 40 | 413198 | 0 | 0 | X | |||
| Briar Geraci | ||||||||
| Vice President of Corporate Compliance | 40 | 109494 | 0 | 0 | X | |||
| Johanna O'Flaherty | ||||||||
| VP, Program Svcs | 40 | 133529 | 0 | 0 | X | |||
| Jerry Moe | ||||||||
| Natl Program Dir | 40 | 194628 | 0 | 0 | X | |||
| Leonard Bade | ||||||||
| VP Alumni Svcs | 40 | 127872 | 0 | 0 | X | |||
| Daryl Bullock | ||||||||
| Bus Devolop Dir | 40 | 170349 | 0 | 0 | X | |||
| David Hutchinson | ||||||||
| Planned Giving Officer | 40 | 127208 | 0 | 0 | X | |||
| Lynnda Garrett | ||||||||
| Nurse Practitioner | 40 | 109784 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2889694 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | 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 | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| Mountain Sports Medicine | ||||||
| PO Box 207 | West Dover | VT | 05356 | Addiction Medicine Physician | 325000 | |
| Sean Barlow MD | ||||||
| 41865 Boardwalk | Palm Desert | CA | 92211 | Psychiatry | 339364 | Suite 216 |
| James W Golden MD | ||||||
| 225 East Las Tunas Drive | San Gabriel | CA | 91776 | Physician | 272164 | |
| Jones Day | ||||||
| 3161 Michelson Drive | Irvine | CA | 92612 | Legal Services | 201731 | Suite 800 |
| Treatment Research Institute | ||||||
| 600 Public Ledger Building | Philadelphia | PA | 19106 | Consulting Services | 145260 | 150 S Independence Mall West |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 279410 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 4888594 | AllOtherContributions |
| Noncash Contributions | 23321 | NoncashContributions |
| Total Contributions | 5168004 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net Patient Revenues | Description |
| Business Code | 622000 | BusinessCode |
| Total Revenue Column | 26392784 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26392784 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26392784 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 704858 | TotalRevenueColumn |
| Related Or Exempt Function Income | 704858 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16092 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 279410 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 124695 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -108603 | TotalRevenueColumn |
| Related Or Exempt Function Income | -108603 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Addicition Consulting & Training Revenue | 900099 | 230732 | 230732 | 0 | $0 |
| Sober Living Revenue | 900099 | 165544 | 165544 | 0 | $0 |
| Cafeteria Revenue | 900099 | 69986 | 69986 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 350408 | TotalRevenueColumn |
| Related Or Exempt Function Income | 350408 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 816670 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32973713 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27805709 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2889694 | Total |
| Program Services | 1560610 | ProgramServices |
| Management And General | 1002579 | ManagementAndGeneral |
| Fundraising | 326505 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11377656 | Total |
| Program Services | 10339654 | ProgramServices |
| Management And General | 554881 | ManagementAndGeneral |
| Fundraising | 483121 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 503568 | Total |
| Program Services | 420613 | ProgramServices |
| Management And General | 53253 | ManagementAndGeneral |
| Fundraising | 29702 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3096745 | Total |
| Program Services | 2459460 | ProgramServices |
| Management And General | 464878 | ManagementAndGeneral |
| Fundraising | 172407 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100705 | Total |
| Program Services | 953351 | ProgramServices |
| Management And General | 90639 | ManagementAndGeneral |
| Fundraising | 56715 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832601 | Total |
| Program Services | 832601 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334650 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 322154 | ManagementAndGeneral |
| Fundraising | 12496 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106901 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 106901 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 27000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31140 | Total |
| Fundraising | 31140 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1534221 | Total |
| Program Services | 1396494 | ProgramServices |
| Management And General | 131085 | ManagementAndGeneral |
| Fundraising | 6642 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 919251 | Total |
| Program Services | 916966 | ProgramServices |
| Management And General | 500 | ManagementAndGeneral |
| Fundraising | 1785 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1359617 | Total |
| Program Services | 1152267 | ProgramServices |
| Management And General | 95855 | ManagementAndGeneral |
| Fundraising | 111495 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184925 | Total |
| Program Services | 184925 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2152149 | Total |
| Program Services | 2044712 | ProgramServices |
| Management And General | 16266 | ManagementAndGeneral |
| Fundraising | 91171 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417668 | Total |
| Program Services | 336009 | ProgramServices |
| Management And General | 40019 | ManagementAndGeneral |
| Fundraising | 41640 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12474 | Total |
| Program Services | 9677 | ProgramServices |
| Management And General | 748 | ManagementAndGeneral |
| Fundraising | 2049 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 873913 | Total |
| Program Services | 873913 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2075664 | Total |
| Program Services | 2039735 | ProgramServices |
| Management And General | 13454 | ManagementAndGeneral |
| Fundraising | 22475 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 752110 | Total |
| Program Services | 752110 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Bad Debt Expense | 338249 | 253911 | 0 | 84338 |
| Purchased Services | 3042664 | 2902222 | 76282 | 64160 |
| Alumni Weekend | 132840 | 32454 | 100386 | 0 |
| Other Expense | 319535 | 225682 | 64797 | 29056 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34415940 | Total |
| Program Services | 29687366 | ProgramServices |
| Management And General | 3161677 | ManagementAndGeneral |
| Fundraising | 1566897 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1146136 | BOY |
| EOY | 676618 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12346757 | BOY |
| EOY | 11062999 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396692 | BOY |
| EOY | 407937 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 346000 | BOY |
| EOY | 276500 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150923 | BOY |
| EOY | 218233 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 62019347 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21156366 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40113040 | BOY |
| EOY | 40862981 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18773972 | BOY |
| EOY | 18267232 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 872213 | BOY |
| EOY | 865582 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74145733 | BOY |
| EOY | 72638082 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6115168 | BOY |
| EOY | 5518599 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 892681 | BOY |
| EOY | 771863 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14171268 | BOY |
| EOY | 13443852 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21179117 | BOY |
| EOY | 19734314 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31553439 | BOY |
| EOY | 35925840 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13189461 | BOY |
| EOY | 7396754 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8223716 | BOY |
| EOY | 9581174 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52966616 | BOY |
| EOY | 52903768 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74145733 | BOY |
| EOY | 72638082 | 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 Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
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 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 | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $27,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 27000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | Direct contact with elected officials and their staff regarding pending legislation that would effect the Center's ability to provide care. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8223716 | BeginningOfYearBalance |
| Contributions | 1357458 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 9581174 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8145548 | BeginningOfYearBalance |
| Contributions | 78168 | Contributions |
| Investment Earnings Or Losses | 0 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 8223716 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5487323 | OtherCostOrOtherBasis |
| Book Value | 5487323 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 42777899 | OtherCostOrOtherBasis |
| Depreciation | 16658497 | Depreciation |
| Book Value | 26119402 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 13277348 | OtherCostOrOtherBasis |
| Depreciation | 4497869 | Depreciation |
| Book Value | 8779479 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 476777 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 476777 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40862981 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Other Decorative Objects | 163983 |
| Donated Property | 168787 |
| Other Receivables | 1252 |
| Investment in SERP | 531560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 865582 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 32973713 | TotalRevenue |
| Total Expenses | 34415940 | TotalExpenses |
| Excess Or Deficit For Year | -1442227 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1722713 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$343,334 | OtherAmount |
| Total Adjustments | 1379379 | TotalAdjustments |
| Excess Or Deficit Per FS | -62848 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35369446 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1722713 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 564417 | OtherRevenues |
| Revenue Not Rptd F990 | 2287130 | RevenueNotRptdF990 |
| Revenue Subtotal | 33082316 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -108603 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -108603 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 32973713 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35432294 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 1016354 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1016354 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34415940 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34415940 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The endowment income has two intended uses. The first is to provide Financial support for men, women and families to participate in treatment or the related educational sessions and second, to assist students in attending addiction treatment training programs at the Center. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Provision for doubtful pledges -907,751 Change in net present value of pledges 564,417 |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Net Present Value change for the year |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | BFI tournament expenses |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Golf Tournament expenses $108,603 Write-off of doubtful pledges $907,751 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Advantage Consulting | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telephone Program to contact non-donors, lapsed donors and current alumni donors to obtain new gifts or renew annual gifts. Gifts are typically under $500. | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 8675 | GrossReceipts |
| Amount Retained By Contractor | 31140 | AmountRetainedByContractor |
| Net To Organization | -22465 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 8675 | TotalGrossReceipts |
| Total Retained By Contractors | 31140 | TotalRetainedByContractors |
| Total Net To Organization | -22465 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WV | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Betty Ford Invitational Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 295502 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 279410 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16092 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 47500 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 17425 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 12025 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 47745 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 295502 | GrossReceiptsTotal |
| Charitable Contributions Total | 279410 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16092 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 47500 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17425 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 12025 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 47745 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 124695 | DirectExpenseSummaryEvents |
| Net Income Summary | -108603 | NetIncomeSummary |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent100 | X | Pcent100 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 5 | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 1 | UnableToProvideCare |
| Annual Community Benefit Report | 0 | AnnualCommunityBenefitReport |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1443602 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1443602 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.042 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 1443602 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1443602 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.042 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2816477 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2816477 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.082 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 0 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 2816477 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2816477 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.082 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 0 | NumberOfActivitiesOrPrograms |
| Persons Served | 0 | PersonsServed |
| Total Community Benefit Expense | 4260079 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 4260079 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.124 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $260,311 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 0 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 0 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 0 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 0 | WrittenDebtCollectionPolicy |
Form990 Schedule H Part V Form990ScheduleHPartV
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Betty Ford Center at Eisenhower | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39000 Bob Hope Drive | AddressLine1 |
| City | Rancho Mirage | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Costing Method Used | Internal allocation of indirect costs to Patient Care, Non-patient Care and Community Service functions of the Center based upon proportion of direct costs to total costs within each category. | CostingMethodUsed |
| Subsidized Health Services Expln | not applicable | SubsidizedHealthServicesExpln |
| Percent Of Total Expense Expln | $253,911 | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | Past due balances that are delinquent beyond the acceptable terms of credit for each patient are reviewed individually for collectability. The Center provides for probable uncollectible amounts through a charge to earnings and a credit to the allowance for doubtful accounts, based on its assessment of the current status of individual accounts. Balances that are still outstanding after the Center has used reasonable collection efforts are written off through a charge to the valuation allowance and a credit to patients accounts receivable. | BadDebtFootnote |
| Shortfall As Community Benefit | The Center does not participate in Medicare. | ShortfallAsCommunityBenefit |
| Needs Assessment | Alcohol and chemical addiction are well documented health care problems within the United States. The Center seeks to provide effective alcohol and other drug dependency treatment services on a national (and international) basis, including programs of education and research to help women, men and families in the process of recovery. | NeedsAssessment |
| Patient Education Assistance | The Center publishes the availability of financial assistance on its website, within published materials and during the process of admission into the Center. | PatientEducationAssistance |
| Community Information | The Center is a specialty health care facility, not a community-based hospital. Accordingly, geographic and demographic constituents are national and international. Approximately, 50% of the patients admitted to the Center are from outside the State of California. | CommunityInformation |
| Other Information | $2.1 million of financial assistance provided to persons unable to pay for treatment or education services; over 19,000 community contacts by the Center's Children's Program staff to educate on the disease of addiction and its effect on children; continuing, no-cost support of regional alumni chapters and activities; no-cost education and training in addiction medicine for medical students and university faculty; addiction education and training for multi-disciplinary professionals; programs in alcohol and drug addiction awareness and dependency and family issues related to women. | OtherInformation |
| Affiliated Health Care System | Not applicable | AffiliatedHealthCareSystem |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Schwarzlose | |||||||||||||
| 340103 | 0 | 24000 | 0 | 0 | 0 | 0 | 0 | 125489 | 0 | 489592 | 0 | 630971 | 0 |
| Michael Neatherton | |||||||||||||
| 266624 | 0 | 15500 | 0 | 0 | 0 | 0 | 0 | 95129 | 0 | 377253 | 0 | 488319 | 0 |
| John Boop | |||||||||||||
| 209297 | 0 | 10000 | 0 | 0 | 0 | 0 | 0 | 40596 | 0 | 259893 | 0 | 278298 | 0 |
| James Onorato | |||||||||||||
| 180734 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24479 | 0 | 205213 | 0 | 244931 | 0 |
| Charlene Montgomery | |||||||||||||
| 135006 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26117 | 0 | 161123 | 0 | 173328 | 0 |
| Johanna O'Flaherty | |||||||||||||
| 133529 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13697 | 0 | 147226 | 0 | 167223 | 0 |
| Briar Geraci | |||||||||||||
| 109494 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 15406 | 0 | 124900 | 0 | 142664 | 0 |
| Jerry Moe | |||||||||||||
| 194628 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41272 | 0 | 235900 | 0 | 223361 | 0 |
| Daryl Bullock | |||||||||||||
| 170349 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14555 | 0 | 184904 | 0 | 235447 | 0 |
| Leonard Bade | |||||||||||||
| 127872 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 28802 | 0 | 156674 | 0 | 188043 | 0 |
| Richard Prusinowski | |||||||||||||
| 125618 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12986 | 0 | 138604 | 0 | 163092 | 0 |
| David Hutchinson | |||||||||||||
| 127208 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 30017 | 0 | 157225 | 0 | 146227 | 0 |
| Lynnda Garrett | |||||||||||||
| 109784 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26507 | 0 | 136291 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The Center's policy allows for first class travel on the part of certain executives if business class is unavailable. In such situations, the individual reimburses the Center for the difference in first class and the business class fare. On occasion, travel for spouses or companions is permitted for business-related social functions. One employee domiciled outside California, receives a housing allowance in lieu of hotel reimburesement while working at the Center. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | Two executives participate in a non-qualified supplemental retirement plan as part of their compensation arrangements. The contributions applicable for 2009 amounted to $38,468 for John T Schwarzlose and $26,758 for Michael S Neatherton. |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| Michael Neatherton | ||||||
| Personal | X | $155,000 | 108500 | 0 | 1 | 1 |
| John Schwarzlose | ||||||
| Personal | X | $240,000 | 168000 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 276500 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | John Schwarzlose | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CEO of Organization | Relationship |
| Amount Of Transaction | 400000 | AmountOfTransaction |
| Description Of Transaction | Compensation | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Board Member Susan Ford Bales is daughter of founder and board member Mrs. Betty Ford. The Center buys some operating support services from Eisenhower Medical Center (EMC). Aubrey Serfling is a member of the Center's Board of Directors, the Chief Executive Officer of EMC and a member of the EMC Board of Trustees. Susan Ford Bales, Berry Ford, Lois Horvitz and John Schwarzlose are members of both the Center's Board of Directors and EMC Board of Trustees. Madeline Redstone is a member of the Center's Board of Directors and her spouse is a member of the EMC Board of Trustees. One member of the the Center's Board of Directors is the personal physician of three other members of the Center's Board of Directors. The Center's corporate counsel represents two members of the Center's Board of Directors. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | Each board member is sent a copy of the 990 for review before it is filed. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Officers, Directors, trustees and members of senior management are required to complete annual conflict of interest statements which are reviewed by the Center's legal counsel. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Compensation for the Center's CEO and COO has been reviewed and approved annually using comparable data from similar organizations, pre-established performance criteria and other factors. The review is conducted by independent trustees with input from outside compensation consultants. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Center does not routinely make its governing documents and conflict of interest policy available to the public, but will consider written requests for this information. Audited financial statements are made available upon written request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eisenhower Medical Center | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39000 Bob Hope Drive | AddressLine1 |
| City | Rancho Mirage | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956130458 | EIN |
| Primary Activities | Provide ancillary & common svcs. | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 3 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Business Name Line2NameOfRelatedOrg/BusinessNameLine2 | Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Hardy Charitable Remainder Unitrust | |||||||||||||
| 6 Percent | Union Bank of California | PO Box 45174 | San Francisco | CA | 941450174 | 336155740 | Charitable Trust Account | CA | N/A | T | 0 | 78761 | 1 |
| Waddle 1993 Unitrust #6702006870 | |||||||||||||
| 7 Percent | Union Bank of California | PO Box 45174 | San Francisco | CA | 941450174 | 336129693 | Charitable Trust Account | CA | N/A | T | 0 | 92969 | 1 |
| California Gift Annuity Fund | |||||||||||||
| Union Bank of California | PO Box 45174 | San Francisco | CA | 941450174 | Gift Annuity Fund | CA | N/A | T | 0 | 72075 | 1 | ||
| Non-California Gift Annuity Fund | |||||||||||||
| Union Bank of California | PO Box 45174 | San Francisco | CA | 941450174 | Gift Annuity Fund | CA | N/A | T | 0 | 7904 | 1 | ||
| Amy Family 2007 Remainder Trust | |||||||||||||
| Merrill Lynch | 1190 West Marion Ave | Punta Gorda | FL | 33950 | Charitable Trust Account | FL | N/A | T | 0 | 73605 | 0.1 | ||
| Reifschneider Annuity | |||||||||||||
| Harford Life and Annuity | PO Box 2999 | Hartford | CT | 06104 | Gift Annuity Account | CA | N/A | T | 0 | 581138 | 1 | ||
| 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 | 1 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | 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 |
|---|---|
| Eisenhower Medical Center | |
| o | 1005451 |
| Eisenhower Medical Center | |
| g | 4260000 |
| Eisenhower Medical Center | |
| i | 1 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Audit was not complete by filing deadline. | Explanation |