INTEGRIS HEALTH FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INTEGRIS HEALTH FOUNDATION INC (EIN 73-1047338)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202631359349304583
- Schema version
- 2024v5.1
- 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) |
|---|---|---|
| Return | 2026-05-15T11:05:17+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17802 IH-10 Suite 101 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731047338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEGRIS Health Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 4059512744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 Quail Springs Parkway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mike Weed | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Phone | 4059512744 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alison Lakritz | PreparerPersonNm |
| PTIN | P01935980 | PTIN |
| Phone | 2102279272 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY PEHRSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 Quail Springs Parkway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,821,444 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.integrisok.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROMOTES THE PHILANTHROPIC SUPPORT AND MISSION OF INTEGRIS HEALTH, INC. TO partner with people to live healthier lives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | -$131,761 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,229,176 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,083,427 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,047,441 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,513,377 | CYInvestmentIncomeAmt |
| PY Other Revenue | $446,611 | PYOtherRevenueAmt |
| CY Other Revenue | -$128,887 | CYOtherRevenueAmt |
| PY Total Revenue | $6,723,228 | PYTotalRevenueAmt |
| CY Total Revenue | $7,467,917 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,324,214 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,629,035 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,526,133 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,550,047 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,202,976 | PYOtherExpensesAmt |
| CY Other Expenses | $1,378,154 | CYOtherExpensesAmt |
| PY Total Expenses | $6,053,323 | PYTotalExpensesAmt |
| CY Total Expenses | $14,557,236 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $669,905 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,089,319 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $63,676,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,632,987 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,629,829 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,267,666 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,046,917 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,365,321 | NetAssetsOrFundBalancesEOYAmt |
| Mission | INTEGRIS HEALTH FOUNDATION, INC. PROMOTES THE PHILANTHROPIC SUPPORT AND MISSION OF INTEGRIS HEALTH, INC. TO partner with people to live healthier lives. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,130,269 | ExpenseAmt |
| Grant | $11,629,035 | GrantAmt |
| Desc | INTEGRIS HEALTH FOUNDATION, INC. WAS ESTABLISHED TO FACILITATE FINANCIAL SUPPORT FOR THE ORGANIZATION BY CONNECTING DONORS TO THEIR INTEGRIS HEALTH PASSIONS AS THEY RELATE TO THE MYRIAD OF PROGRAMS AND SERVICES OF INTEGRIS HEALTH, INC. AND ITS CHARITABLE AFFILIATES. THE ANNUAL INTEGRIS YOU&I EMPLOYEE GIVING CAMPAIGN EXPERIENCED MUCH SUCCESS AS WE WELCOMED THE GIFTS from 2,101 donors FOR A TOTAL of $832,631 RAISED FOR VARIOUS CARE CENTERS THROUGHOUT THE SYSTEM. The donations would impact 28 passion projects and 50,000 lives. In September, 757 guests came together to raise $724,736 in support of cancer care at our 25th annual gala. This generosity will provide cutting edge therapy and treatment options at the INTEGRIS Health Cancer Institute, offering precise, and less invasive procedures for cancer patients. Funds will also continue to support the Troy and Dollie Smith Wellness Center, which provides free services like meals, counseling, transportation, and wigs - ensuring every patient receives care beyond the treatment room. The 38th annual Golf Classic was held on June 16 at Oak Tree Country Club. This year's tournament raised $234,613 and welcomed 242 golfers, sponsors and community leaders. The proceeds will fund equipment upgrades and facility renovations at the INTEGRIS Health Paul Silverstein Burn Center, enhancing care for burn patients across Oklahoma. THE INTEGRIS HEALTH FOUNDATION HAD 4,601 DONORS IN FY25 AND INVESTED $8.3 MILLION BACK TO INTEGRIS HEALTH, IMPACTING PATIENT CARE AND ADVANCING OUR MISSION TO IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE. | Desc |
| Total Program Service Expenses | $14,130,269 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carmen Travieso | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4059512744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 Quail Springs Parkway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Skip Leonard | ||||||||
| Director & VP Foundation (until Oct 2024) | 40.0 | 1.0 | Yes (X) | Yes (X) | $277,068 | $0 | $19,365 | |
| Steve Young | ||||||||
| Director & Chairman | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Timothy Pehrson | ||||||||
| Director & President/CEO | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $2,687,401 | $412,706 | |
| AMALIA Miranda-Silversteins MD | ||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Amanda Vanlandingham MD | ||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Charles Wallace | ||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Harrison Levy MD | ||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey Sparling MD | ||||||||
| Director & ICP President | 1.0 | 39.0 | Yes (X) | $0 | $1,231,297 | $58,237 | ||
| JOEL CHAMPLIN | ||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Renee Porter | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| SHERYL COLTON | ||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Sissy Holloway | ||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Susan Brewer | ||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Weed | ||||||||
| Treasurer & CFO | 1.0 | 39.0 | Yes (X) | $0 | $968,245 | $212,797 | ||
| Haley Legate | ||||||||
| Director Foundation Operations | 40.0 | 0 | $121,285 | $0 | $36,139 | Yes (X) | ||
| JENNIFER SKINNER | ||||||||
| Director of Annual Giving | 40.0 | 0 | $118,033 | $0 | $32,707 | Yes (X) | ||
| Karisa Rollins | ||||||||
| Director Major Gifts | 40.0 | 0 | $107,083 | $0 | $7,651 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $623,469 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,886,943 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $779,602 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BORNS GROUP INC | |||||
| 503 Brown County 19 N | ABERDEEN | SD | 57401 | Professional Fundraising Services | $164,289 |
| BLACKBAUD INC | |||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | Software Services | $120,033 |
| CAUSE AND SOLUTION INC | |||||
| 1277 KELLY JOHNSON BLVD | COLORADO SPRING | CO | 80920 | Professional Fundraising Services | $104,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $692,714 | FundraisingAmt |
| All Other Contributions | $2,390,713 | AllOtherContributionsAmt |
| Noncash Contributions | $308,003 | NoncashContributionsAmt |
| Total Contributions | $3,083,427 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,928,726 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$131,761 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,060,487 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,584,651 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,584,651 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,584,651 | TotalRevenueColumnAmt |
| Exclusion | $2,584,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $224,640 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $692,714 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $353,527 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$128,887 | TotalRevenueColumnAmt |
| Exclusion | -$128,887 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,467,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$131,761 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,516,251 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,629,035 | TotalAmt |
| Program Services | $11,629,035 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,433 | TotalAmt |
| Program Services | $296,433 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,349 | TotalAmt |
| Program Services | $973,349 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,553 | TotalAmt |
| Program Services | $53,553 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,920 | TotalAmt |
| Program Services | $138,920 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,792 | TotalAmt |
| Program Services | $87,792 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,665 | TotalAmt |
| Program Services | $130,665 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,732 | TotalAmt |
| Program Services | $21,732 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,811 | TotalAmt |
| Program Services | $105,811 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,261 | TotalAmt |
| Program Services | $4,261 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,542 | TotalAmt |
| Program Services | $6,542 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,011 | TotalAmt |
| Program Services | $3,011 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852 | TotalAmt |
| Program Services | $852 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,851 | TotalAmt |
| Program Services | $25,851 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PURCHASED SERVICES | $489,862 | $489,862 | |
| CORPORATE ALLOCATION | $426,967 | $426,967 | |
| TAXES | $98,303 | $98,303 | |
| Dues and Memberships | $32,268 | $32,268 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,029 | TotalAmt |
| Program Services | $32,029 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,557,236 | TotalAmt |
| Program Services | $14,130,269 | ProgramServicesAmt |
| Management And General | $426,967 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,618,096 | BOYAmt |
| EOY | $4,371,813 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,016,200 | BOYAmt |
| EOY | $3,146,313 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,349 | BOYAmt |
| EOY | $137,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $482,531 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $469,389 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,994 | BOYAmt |
| EOY | $13,142 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,775,107 | BOYAmt |
| EOY | $49,964,687 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,676,746 | BOYAmt |
| EOY | $57,632,987 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,560,056 | BOYAmt |
| EOY | $2,195,349 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,773 | BOYAmt |
| EOY | $28,791 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $43,526 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,629,829 | BOYAmt |
| EOY | $2,267,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,416,606 | BOYAmt |
| EOY | $5,985,929 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,630,311 | BOYAmt |
| EOY | $49,379,392 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,046,917 | BOYAmt |
| EOY | $55,365,321 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,676,746 | BOYAmt |
| EOY | $57,632,987 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,089,319 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $305,489 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $102,234 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,960,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,628,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,922,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,229,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,083,427 | CurrentTaxYearAmt |
| Total | $14,825,291 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,960,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,628,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,922,911 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,229,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,083,427 | CurrentTaxYearAmt |
| Total | $14,825,291 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $957,499 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,867,792 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,073,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,351,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $583,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,201,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,928,726 | CurrentTaxYearAmt |
| Total | $11,138,363 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $529,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $423,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $446,611 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,640 | CurrentTaxYearAmt |
| Total | $1,623,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,587,451 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50268 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48366 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - FUNDRAISING, COLUMN A - 0.0, COLUMN B - 529119.0, COLUMN C - 423014.0, COLUMN D - 446611.0, COLUMN E - 224640.0, COLUMN F - 1623384.0; DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 0.0, COLUMN B - 413.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 413.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,875,771 | BeginningYearBalanceAmt |
| Contributions | $70,959 | ContributionsAmt |
| Investment Earnings Or Losses | $911,518 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $608,417 | OtherExpendituresAmt |
| Administrative Expenses | $26,085 | AdministrativeExpensesAmt |
| End Year Balance | $11,223,746 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,778,230 | BeginningYearBalanceAmt |
| Contributions | $226,156 | ContributionsAmt |
| Investment Earnings Or Losses | $1,342,791 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $452,463 | OtherExpendituresAmt |
| Administrative Expenses | $18,943 | AdministrativeExpensesAmt |
| End Year Balance | $10,875,771 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,659,026 | BeginningYearBalanceAmt |
| Contributions | $969,758 | ContributionsAmt |
| Investment Earnings Or Losses | $728,703 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,579,257 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,778,230 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,977,728 | BeginningYearBalanceAmt |
| Contributions | $98,850 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,142,268 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$711,888 | OtherExpendituresAmt |
| Administrative Expenses | -$12,828 | AdministrativeExpensesAmt |
| End Year Balance | $9,659,026 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,467,562 | BeginningYearBalanceAmt |
| Contributions | $330,179 | ContributionsAmt |
| Investment Earnings Or Losses | $1,621,881 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $443,575 | OtherExpendituresAmt |
| Administrative Expenses | -$1,681 | AdministrativeExpensesAmt |
| End Year Balance | $9,977,728 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.8968 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.1032 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,130 | OtherCostOrOtherBasisAmt |
| Book Value | $11,130 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,219 | DepreciationAmt |
| Book Value | $1,375 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,204 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,204 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $431,603 | OtherCostOrOtherBasisAmt |
| Depreciation | $430,966 | DepreciationAmt |
| Book Value | $637 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,142 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| RESTRICTED FUND INVESTMENTS | $49,964,687 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $49,964,687 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Due to (from) Integris Health | $5,774 |
| Unclaimed Property - Escheatment | $10 |
| Annuity Payment Liability | $37,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,526 | TotalLiabilityAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | GIFT ANNUITIES AND CHARITABLE REMAINDER TRUSTS CONSIST OF CONTRIBUTED AMOUNTS SUBJECT TO OBLIGATIONS TO MAKE PERIODIC PAYMENTS TO BENEFICIARIES OVER A SPECIFIED PERIOD. THE LIABILITIES SHOWN ARE RECORDED AT THE ACTUARIAL PRESENT VALUES OF THE AGGREGATE LIABILITY BASED ON THE SPECIFIED PERIOD. A DISCOUNT RATE WAS USED TO DETERMINE THE PRESENT VALUE OF THE LIABILITIES. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE MAJORITY OF THE ENDOWMENT FUNDS ARE RESTRICTED FOR USE IN FUNDING THE INTEGRIS HEALTH SYSTEM'S key service lines or entities at the discretion of the donor. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Integris Health Gala | Event1Nm |
| Gross Receipts Event1 | $593,085 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $502,046 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $91,039 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $102,251 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $69,909 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $124,557 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Revenue | Event2Nm |
| Gross Receipts Event2 | $228,910 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $158,910 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $70,000 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $150 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $52,839 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $3,821 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $95,359 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $31,758 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $63,601 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $917,354 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $692,714 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $224,640 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $150 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $155,090 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $69,909 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $128,378 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $353,527 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$128,887 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INTEGRIS BAPTIST MEDICAL CENTER INC | |||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731034824 | 501(C)(3) | $7,166,773 | To Fund Operations |
| LAKESIDE WOMEN'S HOSPITAL LLC | |||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731493662 | $7,729 | To Fund Operations | |
| INTEGRIS HEALTH EDMOND INC | |||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 451027361 | 501(C)(3) | $88,923 | To Fund Operations |
| SOUTHWEST MEDICAL CENTER INC | |||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731089149 | 501(C)(3) | $550,600 | To Fund Operations |
| INTEGRIS RURAL HEALTH INC | |||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731444504 | 501(C)(3) | $1,583,866 | To Fund Operations |
| INTEGRIS AMBULATORY CARE CORPORATION | |||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731192765 | 501(C)(3) | $29,555 | To Fund Operations |
| INTEGRIS HEALTH INC | |||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731192764 | 501(C)(3) | $634,992 | To Fund Operations |
| Integris Hospice INC | |||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731369586 | 501(C)(3) | $418,009 | To Fund Operations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | INTEGRIS HEALTH FOUNDATION, INC. (IH FDN OR FOUNDATION) WAS ESTABLISHED TO SUPPORT, THROUGH FUNDRAISING AND GRANT MAKING ACTIVITIES, THE NOT-FOR-PROFIT CHARITABLE AFFILIATES OF INTEGRIS HEALTH, INC. (AFFILIATE OR AFFILIATES OF INTEGRIS HEALTH SYSTEM), INCLUDING BUT NOT LIMITED TO INTEGRIS HEALTH BAPTIST MEDICAL CENTER, INC. THE PROCESS FOR PROVIDING GRANTS TO AFFILIATES OR ENTITIES OF INTEGRIS HEALTH SYSTEM BEGINS WITH A REQUEST FOR FUNDING FROM THE AFFILIATE TO THE IH FDN. A DEPARTMENT DIRECTOR OF THE AFFILIATE MAKES AN INITIAL REQUEST TO THE EXECUTIVE LEADER OF THE AFFILIATE OR ENTITY. THE EXECUTIVE LEADER VALIDATES THE DEPARTMENT'S NEED FOR THE FUNDS AND APPROVES THE REQUEST. THIS APPROVAL INDICATES THAT THE REQUESTED FUNDS ARE IN KEEPING WITH THE AFFILIATE'S OVERALL CHARITABLE GOALS. ONCE VALIDATED, THE REQUEST IS SENT TO THE DIRECTOR OF OPERATIONS OF THE FOUNDATION TO VERIFY THE FUNDS ARE AVAILABLE. IH FDN'S DIRECTOR OF OPERATIONS THEN REVIEWS THE REQUEST TO CONFIRM THE REQUESTED USE OF FUNDS ARE IN KEEPING WITH THE FOUNDATION'S CHARITABLE PURPOSES AND WITH THE INTENT OF DONORS TO THE FOUNDATION. ASSUMING THIS IS THE CASE, THE FOUNDATION'S DIRECTOR OF OPERATIONS APPROVES THE REQUEST. FUNDS REQUESTED BY THE AFFILIATES GENERALLY FALL INTO TWO CATEGORIES: CAPITAL AND NON-CAPITAL. THE REQUEST FOR FUNDS FORM MEMORIALIZES THE MOVEMENT OF FUNDS FROM THE FOUNDATION TO THE AFFILIATE OR ENTITY FOR REIMBURSEMENT OF ITEMS PURCHASED. THE EXECUTIVE LEADER VALIDATES THE DEPARTMENT'S NEED FOR THE FUNDS AND APPROVES THE REQUEST. THIS APPROVAL INDICATES THAT THE REQUESTED FUNDS ARE IN KEEPING WITH THE AFFILIATE'S OVERALL CHARITABLE GOALS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Skip Leonard | ||||||||||||||
| Director & VP Foundation (until Oct 2024) | $270,568 | $0 | $0 | $0 | $6,500 | $0 | $5,226 | $0 | $14,139 | $0 | $296,433 | $0 | $0 | $0 |
| Timothy Pehrson | ||||||||||||||
| Director & President/CEO | $0 | $1,392,024 | $0 | $1,016,237 | $0 | $279,140 | $0 | $393,264 | $0 | $19,442 | $0 | $3,100,107 | $0 | $268,940 |
| Jeffrey Sparling MD | ||||||||||||||
| Director & ICP President | $0 | $776,533 | $0 | $454,764 | $0 | $0 | $0 | $36,600 | $0 | $21,637 | $0 | $1,289,534 | $0 | $0 |
| Michael Weed | ||||||||||||||
| Treasurer & CFO | $0 | $678,629 | $0 | $242,135 | $0 | $47,481 | $0 | $199,447 | $0 | $13,350 | $0 | $1,181,042 | $0 | $37,281 |
| Haley Legate | ||||||||||||||
| Director Foundation Operations | $108,552 | $0 | $12,733 | $0 | $0 | $0 | $24,949 | $0 | $11,190 | $0 | $157,424 | $0 | $0 | $0 |
| JENNIFER SKINNER | ||||||||||||||
| Director of Annual Giving | $106,097 | $0 | $11,936 | $0 | $0 | $0 | $30,448 | $0 | $2,259 | $0 | $150,740 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | INTEGRIS HEALTH FOUNDATION, INC. (IHF) IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). AS PART OF THIS SYSTEM, IHF RELIES UPON INTEGRIS HEALTH TO ESTABLISH THE COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS. INTEGRIS HEALTH UTILIZES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THIS COMPENSATION. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS HEALTH PROVIDES TO CERTAIN EXECUTIVES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PURPOSE OF THE PLAN IS TO SUPPLEMENT THE SPONSOR-PROVIDED RETIREMENT BENEFITS TO BE PAID TO SENIOR EXECUTIVES PURSUANT TO THE DEFINED BENEFIT PENSION PLAN, THE TAX DEFERRED ANNUITY PLAN AND OTHER QUALIFIED OR NON QUALIFIED RETIREMENT PLANS WHICH ARE MAINTAINED BY THE SPONSOR. THE PLAN PROVIDES AN OPPORTUNITY TO EARN SUPPLEMENTAL INCENTIVE INCOME BY PROVIDING ANNUAL CONTRIBUTIONS TO THE ACCOUNT SO LONG AS THE EXECUTIVE REMAINS EMPLOYED BY THE SPONSOR TO RETIREMENT AGE OF 65. THE FOLLOWING INDIVIDUALS LISTED IN PART VII OF FORM 990 PARTICIPATED IN THIS PLAN AND RECEIVED DEFERRALS IN THE CURRENT REPORTING YEAR: TIMOTHY PEHRSON - $317,864 MICHAEL WEED - $124,851 THE FOLLOWING INDIVIDUALS LISTED IN PART VII OF FORM 990 PARTICIPATED IN THIS PLAN AND RECEIVED PAYMENTS IN THE CURRENT REPORTING YEAR: TIMOTHY PEHRSON - $268,940 MICHAEL WEED - $37,281 |
| Schedule J, Part I, Line 7 Non-fixed payments | THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS HEALTH HAS ESTABLISHED A FINANCIAL INCENTIVE PLAN THAT ENCOURAGES THE EXECUTIVE OFFICER'S PARTICIPATION IN THE SIGNIFICANT IMPROVEMENTS OF THE QUALITY AND FINANCIAL OPERATIONS OF THE ORGANIZATION. THE QUALITY COMPONENT IS DEFINED AS IMPROVEMENT IN PATIENT SAFETY, PATIENT SATISFACTION AND REDUCTION OF EMPLOYEE TURNOVER. THE FINANCIAL COMPONENT CONSISTS OF ACHIEVEMENT IN NET OPERATING INCOME THRESHOLD TO BE ACHIEVED TO ACTIVATE THE PLAN. A PREDETERMINED THRESHOLD IS CREATED WITHIN ALL ASPECTS OF THE PLAN BEFORE FINANCIAL ACHIEVEMENT IS PAYABLE. ALL PLANS ARE WRITTEN ACCORDING TO EXECUTIVE LEVEL AND ADOPTED BY INTEGRIS HEALTH BOARD RESOLUTION EACH PLAN YEAR AND PAYABLE AFTER INDEPENDENT AUDIT RESULTS ARE DETERMINED. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $117,432 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DONATED ITEMS FOR FUNDRAISERS | Desc |
| Contribution | 76 | ContributionCnt |
| Noncash Contributions Rpt F990 | $190,571 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 1a Form 990, Part V, Line 1a | INTEGRIS HEALTH, INC., AS THE PARENT ENTITY OF THE INTEGRIS HEALTH SYSTEM, PAYS ALL VENDORS FOR SERVICES PROVIDED TO ALL ENTITIES WITHIN THE SYSTEM. ACCORDINGLY, COMPENSATION PAID TO INDEPENDENT CONTRACTORS IS REPORTED ON THE FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS OF INTEGRIS HEALTH, INC., EIN 73-1192764. EXPENSES ARE ALLOCATED TO AND REIMBURSED BY INDIVIDUAL ENTITIES WITHIN THE SYSTEM, AND REPORTED ON THEIR RESPECTIVE FORMS 990, PART VII, SECTION B AND PART IX, AS APPROPRIATE. |
| Form 990, Part V, Line 2a Form 990, Part V, Line 2a | THE SALARIES REFLECTED ON FORM 990, PART IX, LINE 7, WERE ALL REPORTED ON THE FORM 941 EMPLOYER'S QUARTERLY FEDERAL TAX RETURN, OF INTEGRIS HEALTH, INC., EIN 73-1192764. THESE SALARIES WERE REIMBURSED TO INTEGRIS HEALTH, INC. AND WERE INCLUDED IN THE NUMBER OF EMPLOYEES ON INTEGRIS HEALTH, INC.'S FORM W-3. THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF FULL TIME EMPLOYEES, AS DETERMINED BY FTE HOURS WORKED. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | TIMOTHY PEHRSON & MICHAEL WEED - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | INTEGRIS HEALTH, INC. IS THE SOLE MEMBER OF INTEGRIS HEALTH FOUNDATION, INC. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | INTEGRIS HEALTH, INC. IS THE SOLE MEMBER OF INTEGRIS HEALTH FOUNDATION, INC. AS SUCH IT HAS THE POWER (1) TO SELECT AND REMOVE ALL OFFICERS, AGENTS AND EMPLOYEES OF THE CORPORATION, PRESCRIBE SUCH POWERS AND DUTIES FOR THEM AS MAY BE CONSISTENT WITH LAW, WITH THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OR THE BYLAWS, (2) TO CONDUCT, MANAGE AND CONTROL THE AFFAIRS AND BUSINESS OF THE CORPORATION, AND TO MAKE SUCH RULES AND REGULATIONS THEREFORE CONSISTENT WITH LAW, OR WITH THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OR THE BYLAWS, AS THEY MAY DEEM BEST, SUBJECT TO THE APPROVAL OF THE SOLE MEMBER, (3) TO FIX AND LOCATE FROM TIME TO TIME ONE OR MORE SUBSIDIARY OFFICES OF THE CORPORATION WITHIN OR WITHOUT THE STATE OF OKLAHOMA; AND TO ADOPT, MAKE AND USE A CORPORATE SEAL, AND TO ALTER THE FORM OF SUCH SEAL FROM TIME TO TIME, AS IN THEIR JUDGEMENT THEY MAY DEEM BEST, PROVIDED SUCH SEAL AT ALL TIMES COMPLY WITH THE PROVISIONS OF LAW, THE CERTIFICATE OF INCORPORATION AND THESE BYLAWS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | PLEASE SEE THE NARRATIVE FOR FORM 990, PART VI, SECTION A, LINE 7A. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (SYSTEM). THE SYSTEM HAS A SINGLE AUDIT COMPLIANCE COMMITTEE WHICH OVERSEES THE CONSOLIDATED FINANCIAL STATEMENT AUDIT AS WELL AS THE FILING OF FEDERAL AND STATE TAX FORMS. THE SYSTEM ENGAGES A PAID PREPARER EXPERIENCED IN THE PREPARATION OF FORM 990 TO PREPARE THE FORM. A DRAFT FORM 990 IS PROVIDED TO THE SYSTEM VICE PRESIDENT OF FINANCE FOR REVIEW. A FINAL FORM 990 IS GIVEN TO THE SYSTEM CHIEF FINANCIAL OFFICER FOR REVIEW, APPROVAL, AND SIGNATURE. THE FINAL FORM 990 IS MADE AVAILABLE TO THE ORGANIZATION'S BOARD OF DIRECTORS, AS WELL AS TO THE SYSTEM'S AUDIT/COMPLIANCE COMMITTEE, FOR REVIEW PRIOR TO FILING THE RETURN. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS OR SYSTEM). CONFLICT OF INTEREST IS ADDRESSED IN THE INTEGRIS CODE OF CONDUCT. ALL SYSTEM EMPLOYEES RECEIVE TRAINING DURING NEW EMPLOYEE ORIENTATION AND ARE INSTRUCTED TO REPORT ANY POSSIBLE CONFLICTS OR TO REFER ANY CONFLICT OF INTEREST QUESTIONS TO THE SYSTEM'S COMPLIANCE OFFICER, OR THROUGH THE ANONYMOUS INTEGRITY LINE. ALL NEW MANAGERS RECEIVE ADDITIONAL TRAINING ON CONFLICT OF INTEREST POLICIES DURING LEADERSHIP TRAINING. LEGAL SERVICES REVIEWS ALL CONTRACTS FOR CONFLICTS OF INTEREST. INTERNAL AUDIT CONDUCTS AUDITS FOR POSSIBLE CONFLICTS OF INTEREST BASED ON THEIR ANNUAL RISK ASSESSMENT. CORPORATE COMPLIANCE INCLUDES ASSESSMENTS FOR CONFLICTS OF INTEREST IN ITS ANNUAL WORK PLAN AND CONDUCTS SPECIALIZED TRAINING FOR HIGH RISK AREAS. THE GOVERNANCE COMMITTEE, A COMMITTEE OF THE INTEGRIS HEALTH BOARD COMPRISED OF INDEPENDENT BOARD MEMBERS, REVIEWS AND APPROVES ANY AND ALL PROPOSED BUSINESS TRANSACTIONS BETWEEN ANY ENTITY OF INTEGRIS AND A DISQUALIFIED PERSON. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC. HOWEVER, THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE INCLUDED IN THE CONSOLIDATED FINANCIALS FOR INTEGRIS HEALTH, INC., A RELATED CORPORATION. THESE CONSOLIDATED FINANCIALS ARE DISCLOSED FOR BOND COMPLIANCE PURPOSES USING DIGITAL ASSURANCE CERTIFICATION. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Capital Expenditures - 115930; Change in Value in Split Interest - -13696; Total - 102234; |
| FORM 990, BOX C: DOING BUSINESS AS Form 990, Box C: Doing Business As | INTEGRIS FOUNDAITON |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| INTEGRIS AMBULATORY CARE CORPORATION | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731192765 | HEALTH CARE | OK | 501(c)(3) | 3 | IH | false |
| INTEGRIS HOSPICE INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731369586 | HEALTH CARE | OK | 501(c)(3) | 10 | IH | false |
| INTEGRIS BAPTIST MEDICAL CENTER INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731034824 | HEALTH CARE | OK | 501(c)(3) | 3 | IH | false |
| INTEGRIS RURAL HEALTH INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731444504 | HEALTH CARE | OK | 501(c)(3) | 3 | IH | false |
| INTEGRIS SOUTHWEST MEDICAL CENTER INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731089149 | HEALTH CARE | OK | 501(c)(3) | 3 | IH | false |
| WESTERN VILLAGE ACADEMY INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731588764 | SCHOOL | OK | 501(c)(3) | 2 | IACC | false |
| INTEGRIS HEALTH INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731192764 | HEALTH CARE | OK | 501(c)(3) | Type I | NA | false |
| INTEGRIS HEALTH EDMOND INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 451027361 | HEALTH CARE | OK | 501(c)(3) | 3 | IH | false |
| INTEGRIS MENTAL HEALTH INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 730738716 | HEALTH CARE | OK | 501(c)(3) | 3 | IH | false |
| INTEGRIS HEALTH ALLSET URGENT CARE LLC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 923075963 | HEALTH CARE | OK | 501(c)(3) | 10 | IACC | false |
| INTEGRIS HEALTH PONCA CITY HOSPITAL INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 922949739 | HEALTH CARE | OK | 501(c)(3) | 3 | IH | false |
| INTEGRIS HEALTH WOODWARD HOSPITAL INC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 932826081 | HEALTH CARE | OK | 501(c)(3) | 3 | IH | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BMPA LTD | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731228665 | MEDICAL OFFICE BUILDING | OK | NA | N/A | false | false |
| DIAGNOSTIC LAB OF OKLAHOMA | ||||||||||
| 500 PLAZA DR TAX DEPT FL 8 | SECAUCUS | NJ | 07094 | 731560760 | CLINICAL LAB | NJ | NA | N/A | false | false |
| LAKESIDE WOMEN'S HOSPITAL LLC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731493662 | MEDICAL | OK | NA | N/A | false | false |
| INTEGRISUSP HEALTH VENTURES LLC | ||||||||||
| 14201 DALLAS PARKWAY | DALLAS | TX | 75254 | 352632292 | MEDICAL SERVICES | TX | NA | N/A | false | false |
| INTEGRIS EMERGENCY HOSPITALS LLC | ||||||||||
| 8686 NEW TRAILS DRIVE | THE WOODLANDS | TX | 77381 | 901215089 | HEALTH CARE | TX | NA | N/A | false | false |
| INTEGRIS DDSI ENDOSCOPY CENTERS LLC | ||||||||||
| 3366 NORTHWEST EXPRESSWAT STE 400 | Oklahoma City | OK | 73112 | 854725358 | HEALTH CARE | OK | NA | N/A | false | false |
| IH-USRS IMAGING LLC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 883558942 | MEDICAL IMAGING | OK | NA | N/A | false | false |
| HPI HOLDINGS LLC | ||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 200396723 | HEALTH CARE | OK | NA | N/A | false | false |
| MCBRIDE CLINIC ORTHOPEDIC HOSPITAL LLC | ||||||||||
| 9600 Broadway Ext | Oklahoma City | OK | 73114 | 200561474 | HEALTH CARE | OK | NA | N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INTEGRIS PROHEALTH INC | ||||||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731046179 | RETAIL PHARMACY | OK | NA | C Corporation | false | |||||
| THE STANLEY F HUPFELD CHARITABLE REMAINDER TRUST | ||||||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 266238051 | FINANCIAL | OK | NA | Trust | Yes (true) | |||||
| QUALITY ALLIANCE ASSURANCE CO | ||||||||||||||
| 981060671 | INSURANCE | NA | C Corporation | false | PO BOX 1060671 | GRAND CAYMAN | CJ | KY11001 | CJ | |||||
| BAPTIST HEALTH SYSTEM INC | ||||||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 731477468 | DORMANT | OK | NA | C Corporation | false | |||||
| INTEGRIS HEALTH PARTNERS LLC | ||||||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 453482852 | HEALTH CARE | OK | NA | C Corporation | false | |||||
| INTEGRIS CARDIOVASCULAR PHYSICIANS LLC | ||||||||||||||
| 3001 Quail Springs Parkway | Oklahoma City | OK | 73134 | 462867352 | HEALTH CARE | OK | NA | C Corporation | false | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |