THE ELIZABETH HOSPICE FOUNDATION: Form 990, tax year 2009
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- Organization
- THE ELIZABETH HOSPICE FOUNDATION (EIN 82-0549103)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201141339349305804
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T18:52:43-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 S Juniper Street Suite 100 | AddressLine1 |
| City | Escondido | City |
| State | CA | State |
| ZIP Code | 92025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820549103 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELIZABETH HOSPICE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELIZ | NameControl |
| Phone | 7607372050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W CREST STREET | AddressLine1 |
| City | ESCONDIDO | City |
| State | CA | State |
| ZIP Code | 92025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIPRIAN SKAVINSKI | Name |
| Title | CFO | Title |
| Phone | 7607372050 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Elsa A Romero | Name |
| Phone | 7607461560 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LAURA MILLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W CREST STREET | AddressLine1 |
| City | ESCONDIDO | City |
| State | CA | State |
| ZIP Code | 92025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4196196 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ELIZABETHHOSPICE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT PROMOTE & STRENGTHEN THE DELIVERY OF CARE & SERVICES PROVIDED BY THE ELIZABETH HOSPICE,INC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2273892 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2860992 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 3468 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 291224 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12596 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -77521 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2487595 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2877056 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 139391 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 344758 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 522646 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 631985 | OtherExpensePriorYear |
| Other Expenses Current Year | 770861 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 771376 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1115619 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1716219 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1761437 | RevenuesLessExpensesCY |
| Total Assets BOY | 6970610 | TotalAssetsBOY |
| Total Assets EOY | 9506056 | TotalAssetsEOY |
| Total Liabilities BOY | 3175303 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3527523 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3795307 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5978533 | NetAssetsOrFundBalancesEOY |
| Mission Description | SUPPORT, PROMOTE, AND STRENGTHEN THE DELIVERY OF CARE AND SERVICES PROVIDED BY THE ELIZABETH HOSPICE, INC TO THE TERMINALLY ILL AND THEIR FAMILIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 431106 | Expense |
| Grants | 344758 | Grants |
| Revenue | 3468 | Revenue |
| Description | OBTAIN AND PROVIDE FUNDS AND FUNDING RESOURCES IN SUPPORT OF THE ELIZABETH HOSPICE'S PROGRAMS AND SERVICES. | Description |
| Total Program Service Expense | 431106 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACY MAXA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7607372050 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W CREST ST | AddressLine1 |
| City | ESCONDIDO | City |
| State | CA | State |
| ZIP Code | 92025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BETTE FINEGAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FAYE HINES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RON KLINGENSMITH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ERIC MENEES | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| SUSIE SNOW | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN FORST | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD SEGARRA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAN LAFRAMBOISE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LAURA MILLER | ||||||
| CEO | 1.00 | 0 | 146497 | 32652 | X | |
| KIPRIAN SKAVINSKI | ||||||
| CFO | 1.00 | 0 | 99639 | 23618 | X | |
| CHERYL FARST | ||||||
| Corporate Secretary | 1.00 | 0 | 16138 | 2321 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 262274 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 58591 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2860992 | AllOtherContributions |
| Noncash Contributions | 16548 | NoncashContributions |
| Total Contributions | 2860992 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Total Revenue Column | 3468 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3468 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3468 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113408 | TotalRevenueColumn |
| Exclusion | $113,408 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1218328 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1319140 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -100812 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -100812 | TotalRevenueColumn |
| Exclusion | -$100,812 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2877056 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3468 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,596 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344758 | Total |
| Program Services | 344758 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398057 | Total |
| Management And General | 38362 | ManagementAndGeneral |
| Fundraising | 359695 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71263 | Total |
| Fundraising | 71263 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2700 | Total |
| Program Services | 1350 | ProgramServices |
| Management And General | 1350 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37160 | Total |
| Management And General | 37160 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80 | Total |
| Fundraising | 80 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26064 | Total |
| Program Services | 10001 | ProgramServices |
| Management And General | 9998 | ManagementAndGeneral |
| Fundraising | 6065 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12150 | Total |
| Program Services | 5871 | ProgramServices |
| Management And General | 5871 | ManagementAndGeneral |
| Fundraising | 408 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20688 | Total |
| Program Services | 10344 | ProgramServices |
| Management And General | 10344 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1511 | Total |
| Fundraising | 1511 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126 | Total |
| Fundraising | 126 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62206 | Total |
| Program Services | 31103 | ProgramServices |
| Management And General | 31103 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38710 | Total |
| Program Services | 19355 | ProgramServices |
| Management And General | 19355 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| DIRECT MAIL EXPENSE | 52694 | 52694 | ||
| COMPUTER | 15981 | 14595 | 693 | 693 |
| DONOR RELATIONS | 9783 | 9783 | ||
| PRINTING | 9742 | 682 | 4530 | 4530 |
| MINOR EQUIPMENT | 6202 | 3101 | 3101 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5744 | Total |
| Fundraising | 5744 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1115619 | Total |
| Program Services | 431106 | ProgramServices |
| Management And General | 161867 | ManagementAndGeneral |
| Fundraising | 522646 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50722 | BOY |
| EOY | 10957 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50382 | BOY |
| EOY | 75589 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17486 | BOY |
| EOY | 12986 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2900681 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 91918 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2811027 | BOY |
| EOY | 2808763 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 458859 | BOY |
| EOY | 1573729 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3582134 | BOY |
| EOY | 5024032 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6970610 | BOY |
| EOY | 9506056 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1062891 | BOY |
| EOY | 1904368 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2112412 | BOY |
| EOY | 1623155 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3175303 | BOY |
| EOY | 3527523 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1700116 | BOY |
| EOY | 3177450 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174864 | BOY |
| EOY | 220756 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1920327 | BOY |
| EOY | 2580327 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3795307 | BOY |
| EOY | 5978533 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6970610 | BOY |
| EOY | 9506056 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3807963 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1154128 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1236310 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2273892 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2860992 | CurrentTaxYear |
| Total | 11333285 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3807963 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1154128 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1236310 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2273892 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2860992 | CurrentTaxYear |
| Total | 11333285 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3336860 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7996425 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 151412 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 167864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 74919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113428 | CurrentTaxYear |
| Total | 575243 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11908528 | TotalSupport |
| Gross Receipts From Admissions Etc | 3468 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.67150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75080 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1734578 | BeginningOfYearBalance |
| Contributions | 660000 | Contributions |
| Investment Earnings Or Losses | 268846 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2663424 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 920327 | BeginningOfYearBalance |
| Contributions | 1000000 | Contributions |
| Investment Earnings Or Losses | -185749 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1734578 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.97000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 879235 | OtherCostOrOtherBasis |
| Book Value | 879235 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2010903 | OtherCostOrOtherBasis |
| Depreciation | 89442 | Depreciation |
| Book Value | 1921461 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10543 | OtherCostOrOtherBasis |
| Depreciation | 2476 | Depreciation |
| Book Value | 8067 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2808763 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS | 4262971 | F |
| MONEY MARKET FUNDS | 761061 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5024032 | TotalOfBookValueSecurities |
| Total Revenue | 2877056 | TotalRevenue |
| Total Expenses | 1115619 | TotalExpenses |
| Excess Or Deficit For Year | 1761437 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 421789 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 421789 | TotalAdjustments |
| Excess Or Deficit Per FS | 2183226 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24688080 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 421789 | NetUnrealizedGainsInvestments |
| Other Revenues | 21479089 | OtherRevenues |
| Revenue Not Rptd F990 | 21900878 | RevenueNotRptdF990 |
| Revenue Subtotal | 2787202 | RevenueSubtotal |
| Investment Expenses Not Included | 37160 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 52694 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 89854 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2877056 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20403275 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 19377510 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 19377510 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1025765 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 37160 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 52694 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 89854 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1115619 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | REVENUES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS: 21951720. ELIMINATING ENTRIES PER CONSOLIDATED GAAP STATEMENTS: -472631. |
| Part XII, Line 4b - Other Adjustments: | SPECIAL EVENT EXPENSE: 52694. |
| Part XIII, Line 2d - Other Adjustments: | EXPENSES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS: 19850141. ELIMINATING ENTRIES PER CONSOLIDATED GAAP STATEMENTS: -472631. |
| Part XIII, Line 4b - Other Adjustments: | SPECIAL EVENT EXPENSE: 52694. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH HOSPICE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W CREST STREET | AddressLine1 |
| City | ESCONDIDO | City |
| State | CA | State |
| ZIP Code | 92025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 953275679 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 344758 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT OF ELIZABETH HOSPICE, INC TO PROVIDE HOSPICE CARE. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: GRANT IS TO RELATED ORGANIZATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA MILLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 146497 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 20254 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 12398 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 179149 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 190248 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE BOARD OF DIRECTORS HAS DELEGATED ITS AUTHORITY TO THE AUDIT COMMITEE OF THE BOARD TO REVIEW, RECOMMEND, AND APPROVE THE 990 TAX RETURNS PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | BOARD MEMBERS, OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS |
| Form 990, Part VI, Section B, line 15 | THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS OR KEY EMPLOYEES. ALL EMPLOYEES ARE REPORTED AND PAID BY ELIZABETH HOSPICE, INC. A RELATED ORGANIZATION. |
| Form 990, Part VI, Section C, line 18 | DOCUMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST AT 150 W. CREST STREET, ESCONDIDO, CA 92025. |
| Form 990, Part VI, Section C, line 19 | DOCUMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST AT 150 W. CREST STREET, ESCONDIDO, CA 92025. |
| FORM 990, PART XI, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH HOSPICE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W CREST STREET | AddressLine1 |
| City | ESCONDIDO | City |
| State | CA | State |
| ZIP Code | 92025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953275679 | EIN |
| Primary Activities | HOSPICE SERVICES | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(2) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |