NORWALK HOSPITAL FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- NORWALK HOSPITAL FOUNDATION INC (EIN 22-2577707)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201142279349300449
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T12:34:19-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222577707 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWALK HOSPITAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORW | NameControl |
| Phone | 2038522000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 MAPLE STREET | AddressLine1 |
| City | NORWALK | City |
| State | CT | State |
| ZIP Code | 06856 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL DEBARBA | Name |
| Title | PRESIDENT | Title |
| Phone | 2038523273 | Phone |
| Date Signed | 2011-08-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Date Prepared | 2011-08-11 | 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 | MARY G FRANCO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 MAPLE STREET | AddressLine1 |
| City | NORWALK | City |
| State | CT | State |
| ZIP Code | 06856 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15254112 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.NORWALKHOSPITAL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | THE NORWALK HOSPITAL FOUNDATION GENERATES PHILANTHROPY AND AWARENESS TO SUPPORT NORWALK HOSPITAL IN BEING A LEADER IN ADVANCED MEDICAL CARE IN THE REGION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6145403 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6989124 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 811494 | InvestmentIncomePriorYear |
| Investment Income Current Year | 688861 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -155628 | OtherRevenuePriorYear |
| Other Revenue Current Year | -132726 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6801269 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7545259 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5322488 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3088251 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1236266 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1411108 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 70709 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 60603 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 943554 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1995065 | OtherExpensePriorYear |
| Other Expenses Current Year | 3669289 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8624528 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8229251 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1823259 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -683992 | RevenuesLessExpensesCY |
| Total Assets BOY | 28786654 | TotalAssetsBOY |
| Total Assets EOY | 29487813 | TotalAssetsEOY |
| Total Liabilities BOY | 61277 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 459025 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28725377 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29028788 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE NORWALK HOSPITAL FOUNDATION GENERATES PHILANTHROPY AND AWARENESS TO SUPPORT NORWALK HOSPITAL IN BEING A LEADER IN ADVANCED MEDICAL CARE IN THE REGION. GIFTS TO NORWALK HOSPITAL FOUNDATION SUPPORT WORLD CLASS MEDICAL CARE TO MEET THE HIGHEST LEVEL PATIENT EXPECTATIONS INCLUDING THE FOLLOWING INITIATIVES: PROVIDING QUALITY COMPASSIONATE PATIENT-CENTERED CARE FOR ALL PATIENTS; BUILDING STATE-OF-THE-ART FACILITIES WITH INNOVATIVE NEW TECHNOLOGIES AND EQUIPMENT; DEVELOPING AND PROVIDING PROGRESSIVE EDUCATIONAL PROGRAMS TO ASSURE MEDICAL PERSONNEL ARE UP-TO-DATE ON THE MOST RECENT TREATMENTS AND QUALITY OF CARE; ATTRACTING AND RETAINING THE BEST, THE BRIGHTEST, AND THE MOST DEDICATED PHYSICIANS, NURSES AND OTHER MEDICAL STAFF; AND LEADING RELEVANT RESEARCH IN KEY AREAS IN MEDICINE AND SURGERY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3020060 | Expense |
| Revenue | 0 | Revenue |
| Description | PATIENT CARE & OTHER PROGRAMS - FOUNDATION FUNDS WERE USED TO SUPPORT A VARIETY OF PATIENT CARE PROGRAMS INCLUDING INTEGRATIVE MEDICINE, NURSING DOCUMENTATION AND INDIVIDUAL AND GROUP THERAPY FOR CANCER PATIENTS. INTEREST FROM ENDOWMENTS AND OTHER RESTRICTED FUNDS SUPPORT SEVERAL KEY POSITIONS INCLUDING THE CHAIRS OF PEDIATRICS AND PSYCHIATRY, PEDIATRIC HOSPITALISTS, THE SMILOW FAMILY BREAST HEALTH DIRECTOR AND THE GRACE COLE JONES GIFT SHOP MANAGER. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1628906 | Expense |
| Grants | 1594038 | Grants |
| Revenue | 0 | Revenue |
| Description | FACILITIES, EQUIPMENT & TECHNOLOGY - IN 2010, FOUNDATION FUNDS SUPPORTED THE MASTER FACILITY PLAN INCLUDING THE DESIGN AND ENABLING PROJECTS FOR THE NEW PARKING GARAGE AT NORWALK HOSPITAL. CONSTRUCTION OF THE NEW GARAGE IS SCHEDULED FOR JANUARY 2011 WITH COMPLETION ANTICIPATED IN MARCH 2012. FUNDS SUPPORTED THE RENOVATION AND UPGRADE OF THE PEDIATRIC PATIENT CARE ROOMS INCLUDING PAINT, CARPET, FIXTURES AND WINDOW TREATMENTS IN EACH ROOM AS WELL AS COMMON AREAS. IN ADDITION, FUNDS WERE USED TO PURCHASE NEW EMERGENCY ROOM STRETCHERS, REPLACE A NEONATAL TRANSPORT ISOLETTE, PURCHASE A NEW AMBULANCE, PURCHASE NEW BIPAP EQUIPMENT AND REPLACE REHABILITATION EQUIPMENT TO NAME A FEW, AMONG OTHER FACILITIES ENHANCEMENTS AND UPGRADES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 255445 | Expense |
| Grants | 65500 | Grants |
| Revenue | 0 | Revenue |
| Description | EDUCATION, TRAINING, & RESEARCH - NORWALK HOSPITAL FOUNDATION SUPPORTS A VARIETY OF LEARNING OPPORTUNITIES FOR EMPLOYEES AS WELL AS SCHOLARSHIPS FOR STUDENTS PURSUING DEGREES IN NURSING AND HEALTHCARE. TWENTY SCHOLARSHIPS WERE AWARDED TO STUDENTS ENROLLED IN NURSING PROGRAMS AT LOCAL COLLEGES AND UNIVERSITIES. FUNDS WERE ALSO USED TO SUPPORT TRAINING FOR MEDICAL RESIDENTS, SPIRITUAL CARE PROVIDERS, SURGICAL SIMULATION, LABOR AND DELIVERY NURSES, PULMONARY AND CRITICAL CARE NURSES, AND RESPIRATORY THERAPISTS AMONG OTHERS. IN ADDITION, FOUNDATION FUNDS SUPPORTED MEDICAL GRAND ROUNDS LECTURES, LIBRARY SERVICES, AND PRINTED EDUCATIONAL MATERIALS. AS A COMMUNITY TEACHING HOSPITAL, RESEARCH IS A KEY ELEMENT IN ATTRACTING NEW RESIDENTS, FELLOWS AND PHYSICIANS AS WELL AS TO CONTINUOUSLY IMPROVE MEDICAL CARE AND SERVICES FOR PATIENTS IN THE COMMUNITY. FOUNDATION SUPPORT ENABLED NORWALK HOSPITAL'S WHITTINGHAM CANCER CENTER TO CONTINUE ITS ROBUST CLINICAL RESEARCH TRIAL PROGRAM. IN 2010, RESEARCH TRIALS WERE CONDUCTED IN BREAST, COLON, HEAD AND NECK, LUNG, OVARIAN, AND HEMATOLOGY AMONG OTHERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1428713 | Expense |
| Grants | 1428713 | Grants |
| Revenue | 0 | Revenue |
| Description | TRANSFR UNRSTRCTD FUNDS TO NORWALK HOSPITAL ASSOC. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1428713 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1428713 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6333124 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TONI HORNE | NamePerson |
| Telephone Number | 2038522071 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 MAPLE STREET | AddressLine1 |
| City | NORWALK | City |
| State | CT | State |
| ZIP Code | 06856 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| MARY G FRANCO | |||||||
| PRESIDENT | 40.0 | X | X | 0 | 372908 | 41477 | |
| FREDERICK R AFRAGOLA | |||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | |
| PATSY R BRESCIA | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT CIOFFI | |||||||
| VICE CHAIRMAN | 1.0 | X | X | 0 | 0 | 0 | |
| GEOFFREY COLE | |||||||
| TRUSTEE (UNTIL 4/5/2010) | 1.0 | X | 0 | 884538 | 52704 | ||
| MARIANNE W CREW | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| HOWARD EISON MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JAMES F GUTHRIE MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| SHEILA J KEIN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAVID M LEHN | |||||||
| CHAIRMAN | 2.0 | X | X | 0 | 0 | 0 | |
| KATHLEEN MCSHANE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ROBERT B OBERNIER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| LUNSFORD RICHARDSON JR | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| CORNELIUS T RYAN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| AMY SCHAFRANN | |||||||
| SECRETARY | 2.0 | X | X | 0 | 0 | 0 | |
| ERVIN R SHAMES | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| LUISA URIARTE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOHN M WILSON JR MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RICHARD ZELKOWITZ MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| FRANK N ZULLO ESQ | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DIANE ALLISON ESQ | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DANIEL DEBARBA | |||||||
| TRUSTEE (AS OF 04/15/2010) | 1.0 | X | 0 | 559945 | 26675 | ||
| LEONARD DINARDO | |||||||
| TRUSTEE (AS OF 07/20/2010) | 1.0 | X | 0 | 0 | 0 | ||
| JILL HANAU | |||||||
| TRUSTEE (AS OF 01/19/2010) | 1.0 | X | 0 | 0 | 0 | ||
| PHILIP MORRIS | |||||||
| TRUSTEE (AS OF 01/19/2010) | 1.0 | X | 0 | 0 | 0 | ||
| ALISON SCAVONE | |||||||
| TRUSTEE (AS OF 01/19/2010) | 1.0 | X | 0 | 0 | 0 | ||
| PETER THORNER | |||||||
| TRUSTEE (AS OF 07/20/2010) | 1.0 | X | 0 | 0 | 0 | ||
| LISA FERRARO | |||||||
| DIRECTOR, FDN MAJOR GIFTS | 40.0 | 0 | 184605 | 25342 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2001996 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 146198 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 544785 | FundraisingEvents |
| Related Organizations | 1428713 | RelatedOrganizations |
| All Other Contributions | 5015626 | AllOtherContributions |
| Noncash Contributions | 92973 | NoncashContributions |
| Total Contributions | 6989124 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 622717 | TotalRevenueColumn |
| Exclusion | $622,717 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7607071 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7540927 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 66144 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66144 | TotalRevenueColumn |
| Exclusion | $66,144 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 35200 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 544785 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 167926 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -132726 | TotalRevenueColumn |
| Exclusion | -$132,726 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7545259 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $556,135 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3022751 | Total |
| Program Services | 3022751 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65500 | Total |
| Program Services | 65500 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 503336 | Total |
| Management And General | 257502 | ManagementAndGeneral |
| Fundraising | 245834 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 625550 | Total |
| Management And General | 335395 | ManagementAndGeneral |
| Fundraising | 290155 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213553 | Total |
| Management And General | 111413 | ManagementAndGeneral |
| Fundraising | 102140 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68669 | Total |
| Management And General | 36812 | ManagementAndGeneral |
| Fundraising | 31857 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950 | Total |
| Management And General | 950 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65160 | Total |
| Management And General | 65160 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60603 | Total |
| Fundraising | 60603 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68156 | Total |
| Management And General | 6518 | ManagementAndGeneral |
| Fundraising | 61638 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85518 | Total |
| Management And General | 23985 | ManagementAndGeneral |
| Fundraising | 61533 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58661 | Total |
| Fundraising | 58661 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43200 | Total |
| Management And General | 43200 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3604 | Total |
| Management And General | 3604 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23160 | Total |
| Management And General | 23160 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| PATIENT CARE & OTHER PROGRAMS | 3020060 | 3020060 | ||
| EDUCATION, TRAINING & RESEARCH | 189945 | 189945 | ||
| FACILITIES, EQUIPMENT & TECH | 34868 | 34868 | ||
| DONOR RECOGNITION | 21524 | 21524 | ||
| DUES/MEMBERSHIP | 22505 | 22505 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31978 | Total |
| Management And General | 22369 | ManagementAndGeneral |
| Fundraising | 9609 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8229251 | Total |
| Program Services | 6333124 | ProgramServices |
| Management And General | 952573 | ManagementAndGeneral |
| Fundraising | 943554 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 430161 | BOY |
| EOY | 392798 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328535 | BOY |
| EOY | 428540 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable | |
| Land Buildings Equipment Basis | 131033 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 131033 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23160 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27796301 | BOY |
| EOY | 27891739 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208497 | BOY |
| EOY | 774736 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28786654 | BOY |
| EOY | 29487813 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2073 | BOY |
| EOY | 477 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 163025 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59204 | BOY |
| EOY | 295523 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61277 | BOY |
| EOY | 459025 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19381735 | BOY |
| EOY | 19600080 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9343642 | BOY |
| EOY | 9428708 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28725377 | BOY |
| EOY | 29028788 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28786654 | BOY |
| EOY | 29487813 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
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 | 7763802 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3558867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7254995 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6145403 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6989124 | CurrentTaxYear |
| Total | 31712191 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7763802 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3558867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7254995 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6145403 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6989124 | CurrentTaxYear |
| Total | 31712191 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8862905 | AmountsSubstContributorsTotal |
| Public Support Total170 | 22849286 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1582472 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1254003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1069340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 845570 | CurrentTaxYearMinus1Year |
| Current Tax Year | 622717 | CurrentTaxYear |
| Total | 5374102 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 37086293 | TotalSupport |
| Gross Receipts From Admissions Etc | 569634 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.61611 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.59544 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9343642 | BeginningOfYearBalance |
| Contributions | 85066 | Contributions |
| End Of Year Balance | 9428708 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9338472 | BeginningOfYearBalance |
| Contributions | 5170 | Contributions |
| End Of Year Balance | 9343642 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 131033 | OtherCostOrOtherBasis |
| Depreciation | 131033 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $295,523 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 295523 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, PART V, LINE 4: | Identifier |
| Explanation | NORWALK HOSPITAL FOUNDATION'S ENDOWED FUNDS ARE USED TO SUPPORT THE GENERAL CAPITAL AND OPERATING EXPENSES OF NORWALK HOSPITAL, SCHOLARSHIPS AND PERSONNEL. SCHEDULE D, PART X, LINE 2: THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE CONCERNING UNCERTAIN TAX POSITIONS UNDER FIN 48. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | RUOTOLO ASSOCIATES INC | NameOfIndividual |
| Activity | CAMPAIGN STUDY | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 60603 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 60603 | TotalRetainedByContractors |
| Total Net To Organization | 0 | TotalNetToOrganization |
| Licensed States | CT | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 118200 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 118200 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 117246 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CANCER CTR WALK | NameOfEvent2 |
| Gross Receipts Event2 | 301446 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 301446 | CharitableContributionsEvent2 |
| Rent Facility Costs Event2 | 1450 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 25398 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 160339 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 125139 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 35200 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 22375 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 1457 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 579985 | GrossReceiptsTotal |
| Charitable Contributions Total | 544785 | CharitableContributionsTotal |
| Gross Revenue Total Events | 35200 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 23825 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 144101 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 167926 | DirectExpenseSummaryEvents |
| Net Income Summary | -132726 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWALK HOSPITAL ASSOCIATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 STEVENS STREET | AddressLine1 |
| City | NORWALK | City |
| State | CT | State |
| ZIP Code | 06850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 066068853 | EINOfRecipient |
| Amount Of Cash Grant | 3022751 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 20 | NumberOfRecipients |
| Amount Of Cash Grant | 66500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2: | Identifier |
| Explanation | NORWALK HOSPITAL FOUNDATION SCHOLARSHIP COMMITTEE UTILIZES AN APPLICATION FORM LISTING ALL OF THE SCHOLARSHIPS AVAILABLE FROM THE FOUNDATION. APPLICATIONS ARE DISTRIBUTED THROUGHOUT NORWALK HOSPITAL AS WELL AS TO THE FINANCIAL AID OFFICES AND NURSING DEPARTMENTS AT LOCAL COLLEGES AND UNIVERSITIES AND GUIDANCE OFFICES AT LOCAL HIGH SCHOOLS. THE SCHOLARSHIP APPLICATION IS ALSO AVAILABLE ELECTRONICALLY ON THE NORWALK HOSPITAL FOUNDATION WEBSITE. COMPLETED SCHOLARSHIP APPLICATIONS ARE DUE TO THE FOUNDATION OFFICE BY THE END OF MAY. THE SCHOLARSHIP APPLICATIONS ARE REVIEWED BY A SCHOLARSHIP COMMITTEE, WHICH IS COMPRISED OF ONE NURSING DIRECTOR, ONE NURSE MANAGER, LEGAL COUNSEL, A HUMAN RESOURCES REPRESENTATIVE, A FOUNDATION BOARD MEMBER, THE FOUNDATION'S DIRECTOR OF DEVELOPMENT AND THE FUNDS MANAGER. APPLICATIONS ARE RATED ON ACADEMIC SUCCESS, FINANCIAL NEED, AND ESSAY COMPONENTS. THE SCHOLARSHIP COMMITTEE MEETS IN JUNE TO DISCUSS APPLICATION EVALUATIONS AND DETERMINE SCHOLARSHIP AWARDS. SCHOLARSHIPS ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION WITH HALF THE SCHOLARSHIP APPLIED TO THE STUDENT'S ACCOUNT IN THE FALL AND THE OTHER HALF APPLIED FOR THE SPRING SEMESTER. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY G FRANCO | |||||||||||||
| 0 | 248331 | 0 | 104811 | 0 | 19766 | 0 | 27127 | 0 | 14350 | 0 | 414385 | 0 | 0 |
| GEOFFREY COLE | |||||||||||||
| 0 | 601346 | 0 | 270000 | 0 | 13192 | 0 | 33354 | 0 | 19350 | 0 | 937242 | 0 | 0 |
| LISA FERRARO | |||||||||||||
| 0 | 169649 | 0 | 14612 | 0 | 344 | 0 | 11330 | 0 | 14012 | 0 | 209947 | 0 | 0 |
| DANIEL DEBARBA | |||||||||||||
| 0 | 358704 | 0 | 183200 | 0 | 18041 | 0 | 11025 | 0 | 15650 | 0 | 586620 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINE 4B: | Identifier |
| Explanation | NORWALK HOSPITAL ASSOCIATION (NHA), A RELATED ORGANIZATION OF NORWALK HOSPITAL FOUNDATION (NHF), HAS ESTABLISHED THE NORWALK HOSPITAL SENIOR EXECUTIVE DEFERRED COMPENSATION PLAN, PRIMARILY FOR THE PURPOSE OF PROVIDING A PROGRAM OF DEFERRED COMPENSATION FOR GEOFFREY COLE, A TRUSTEE OF NHF AND PRESIDENT & CEO OF NHA UP TO 4/10/2010 AND DANIEL DEBARBA, A TRUSTEE OF NHF AND PRESIDENT & CEO OF NHA AS OF 4/12/2010. AMOUNTS PROMISED UNDER THE PLAN ARE BASED ON A TARGETED RETIREMENT BENEFIT. THE PAYMENT OF BENEFITS UNDER THE PLAN IS SUBJECT TO VESTING. NO AMOUNTS WERE VESTED OR REPORTED AS TAXABLE INCOME ON MR. COLE'S AND MR. DEBARBA'S 2009 W-2. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 92973 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE M, PART I, COLUMN (B): | NORWALK HOSPITAL FOUNDATION IS REPORTING SEVEN (7) DONORS WHO CONTRIBUTED STOCK. |
| SCHEDULE M, PART I, LINE 32B: | NORWALK HOSPITAL FOUNDATION USES A THIRD PARTY TO SELL NONCASH CONTRIBUTIONS OF STOCK. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| FORM 990, PART I, LINE 19: | REVENUE LESS EXPENSES REFLECTS TRANSFERS OF ACCUMULATED FUNDS FROM THE NORWALK HOSPITAL FOUNDATION TO THE NORWALK HOSPITAL TOTALING $6,593,721. FISCAL YEAR 2010 CONTRIBUTIONS AND OPERATIONAL EXPENSES FOR THE FOUNDATION WERE AS FOLLOWS: REVENUE: $6,234,000 EXPENSES: $1,803,000 REVENUE LESS EXPENSES: $4,431,000 |
| FORM 990, PART VI, LINE 2; PART VII; & PART IX, LINES 5-10: | NORWALK HOSPITAL FOUNDATION DOES NOT HAVE ANY DIRECT EMPLOYEES. NORWALK HOSPITAL ASSOCIATION IS THE DESIGNATED COMMON PAYMASTER FOR THE INDIVIDUALS REPORTED IN FORM 990, PART VII, AND SCHEDULE J. COMPENSATION REPORTED IN PART IX OF THIS RETURN REPRESENTS AN ALLOCATION OF SALARIES AND BENEFITS PAID BY NORWALK HOSPITAL ASSOCIATION. NORWALK HOSPITAL FOUNDATION REIMBURSES NORWALK HOSPITAL ASSOCIATION FOR THESE EXPENSES. |
| FORM 990, PART VI, LINE 2: | FRANK ZULLO, ESQ. AND DIANE ALLISON ESQ. HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, LINES 6 & 7: | NORWALK HEALTH SERVICES CORPORATION, INC. IS THE SOLE MEMBER OF NORWALK HOSPITAL FOUNDATION AND APPOINTS NORWALK HOSPITAL FOUNDATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINE 11 & 11A: | NORWALK HOSPITAL FOUNDATION'S FORM 990 IS PREPARED WITH THE ASSISTANCE OF PRICEWATERHOUSECOOPERS AND REVIEWED BY NHF'S INTERNAL MANAGEMENT. FOLLOWING THAT REVIEW, NORWALK HOSPITAL FOUNDATION'S INTERNAL MANAGEMENT PRESENTS THE FORM 990 TO THE AUDIT COMMITTEE FOR REVIEW & COMMENT. THE COMPLETED FORM 990 EXCLUDING THE SCHEDULE OF CONTRIBUTIONS, SCHEDULE B, IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO THE FORM BEING FILED WITH THE IRS. MANAGEMENT HAS DECIDED NOT TO DISTRIBUTE SCHEDULE B TO THE BOARD DUE TO THE SENSITIVITY TO DONOR IDENTITY AND CONTRIBUTIONS. |
| FORM 990, PART VI, LINE 12C: | OFFICERS, TRUSTEES, KEY EMPLOYEES, AND MANAGERS ARE SURVEYED ANNUALLY REGARDING INTERESTS THAT PRESENT POTENTIAL CONFLICTS. RESPONSES ARE SCREENED FOR POTENTIAL CONFLICTS, INDIVIDUALS ARE INTERVIEWED AS NECESSARY, AND SURVEY RESULTS ARE SHARED WITH THE CEO. INDIVIDUALS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AT ANY MEETING OR DURING ANY DISCUSSION WHICH MAY BE AFFECTED BY THE POTENTIAL CONFLICT, AND THE INDIVIDUAL IS REQUIRED TO RECUSE HIMSELF/HERSELF ACCORDINGLY. |
| FORM 990, PART VI, LINE 14: | NORWALK HOSPITAL FOUNDATION IS IN THE PROCESS OF DRAFTING A FORMAL WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. |
| FORM 990, PART VI, LINE 15: | NORWALK HOSPITAL FOUNDATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. THE OFFICERS AND KEY EMPLOYEES RECEIVING COMPENSATION ARE COMPENSATED BY NORWALK HOSPITAL ASSOCIATION (NHA). THEREFORE, THEIR COMPENSATION AND BENEFITS ARE DETERMINED BY NHA. |
| FORM 990, PART VI, LINE 19: | NORWALK HOSPITAL FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE THROUGH NORWALK HEALTH SERVICES CORPORATION UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | THE INDIVIDUALS LISTED BELOW WORKED THE FOLLOWING HOURS PER WEEK FOR A RELATED ORGANIZATION DURING THE FISCAL YEAR: GEOFFREY COLE - 46 HOURS/WEEK DANIEL DEBARBA - 47 HOURS/WEEK ERVIN SHAMES - 8 HOURS/WEEK DIANE ALLISON - 8 HOURS/WEEK FRED AFGRAGOLA - 4 HOURS/WEEK MARIANNE CREW - 3 HOURS/WEEK DAVID LEHN - 3 HOURS/WEEK ROBERT OBERNIER - 3 HOURS/WEEK RICHARD ZELKOWITZ - 3 HOURS/WEEK FRANK ZULLO - 1 HOUR/WEEK |
| SCHEDULE G, PART II, LINE 9: | THE NET INCOME EVENT RESULTS IN SCHEDULE G, LINE 9 ARE ADJUSTED FOR CHARITABLE CONTRIBUTIONS. WHEN CHARITABLE CONTRIBUTIONS ARE CONSIDERED IN THE TOTAL AMOUNT THE ORGANIZATION RAISED FOR THE EVENT, THE NET RESULTS ARE CALCULATED AS DONATIONS LESS EXPENSES. CANCER CTR WALK OTHER EVENTS (5) DONATIONS: $301,446 $160,339 EXPENSES: ($26,848) ($23,832) NET PROFIT: $274,598 136,507 GALA EVENTS HAVE BEEN TRADITIONALLY HELD IN THE FALL, AND REVENUES AND EXPENSES WERE NOT BEING ACCRUED BY FISCAL YEAR. FOR EXAMPLE, SOME OF THE RESULTS OF THE GALA HELD ON OCTOBER 3, 2009 (IN FISCAL YEAR ENDING 9/30/2010) WERE RECORDED IN PRIOR FISCAL YEAR ENDING 9/30/2009. ADDITOINAL REVENUE FROM THE EVENT HELD OCTOBER 3, 2009 WAS REFLECTED IN FY2010: 10/03/2009 GALA TOTAL REVENUE: $530,100 TOTAL EXPENSES: ($210,060) NET PROFIT: $320,040 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| NORWALK HOSPITAL ASSOCIATION | |||||||||
| 24 STEVENS STREET | NORWALK | CT | 06850 | 066068853 | HEALTH SVCS | CT | 501(C)(3) | 3 | NHSc |
| FAIRFIELD COUNTY MEDICAL SERVICES INC | |||||||||
| 24 STEVENS STREET | NORWALK | CT | 06850 | 061522078 | PHYS PRACTICE | CT | 501(C)(3) | 11b-ii | NHA |
| NORWALK HEALTH CARE INC DBA HONEY HILL | |||||||||
| 34 MIDROCKS DRIVE | NORWALK | CT | 06851 | 222577722 | NURSING/REHAB | CT | 501(C)(3) | 9 | NHSC |
| NORWALK HEALTH SERVICES CORP INC | |||||||||
| 24 STEVENS STREET | NORWALK | CT | 06850 | 222577711 | SUPPORT SVCS | CT | 501(C)(3) | 11b-ii | NA |
| ADVANCED CENTER FOR REHAB MEDICINE | |||||||||
| 24 STEVENS STREET | NORWALK | CT | 06850 | 061304799 | INACTIVE | CT | 501(C)(3) | 11b-ii | NHSC |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAPLE STREET INDEMNITY COMPANY LTD | ||||||||||||
| 980549862 | CAPTIVE INSUR | BD | NHSC | C-CORP | 0 | 0 | 0.00000 | |||||
| SWC CORPORATION | ||||||||||||
| 222577718 | PHARMACY | NHSC | C-CORP | 0 | 0 | 0.00000 | 24 STEVENS STREET | NORWALK | CT | 06850 | CT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| NORWALK HOSPITAL ASSOCIATION | |
| B | 6238562 |
| FAIRFIELD COUNTY MEDICAL SERVICES INC | |
| B | 150000 |
| NORWALK HEALTH CARE INC | |
| B | 44532 |
| NORWALK HOSPITAL ASSOCIATION | |
| C | 1428713 |
| NORWALK HOSPITAL ASSOCIATION | |
| J | 43200 |
| NORWALK HOSPITAL ASSOCIATION | |
| L | 65160 |
| NORWALK HOSPITAL ASSOCIATION | |
| O | 1489732 |
| NORWALK HOSPTIAL ASSOCIATION | |
| Q | 5666000 |