{"success":true,"data":{"_id":421271720,"filings":[{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Support the healthcare mission of ottumwa regional health center and affiliates.","primary_activities":"Ottumwa regional health foundation, inc. Solicits contributions to support the health care mission of regional retirement living inc. And ottumwa regional health center inc, both of which are tax exempt organizations. Foundation works to secure funding for capital needs, organizational infrastructure, workforce development, new services and special projects.\n\nOn may 1, 2010 the operations and assets of the organizations which ottumwa regional health foundation supports, ottumwa regional health center and regional retirement living, were sold. Subsequent to this sale in august, 2010, the foundation merged with the exempt organization, ottumwa regional legacy foundation, inc.(legacy foundation). The purpose of legacy foundation includes the promotion and improvement of the welfare of the greater ottumwa community through health, education and community projects.","year":2009,"name":"OTTUMWA REGIONAL HEALTH FOUNDATION INC","phone":"6416842495","website":"www.orhfnd.com","type":"990","principal_officer":"TOM LAZIO","year_formation":1985,"state_legal_domicile":"IA","total_volunteers":0,"tax_period_begin":"2010-04-01T00:00:00","tax_period_end":"2010-08-31T00:00:00","address":"1001 PENNSYLVANIA AVENUE, OTTUMWA, IA, 52501, USA","city":"OTTUMWA","state":"IA","country":"USA","zip_code":"52501"},"Governance":{"501c determination":true,"Number of voting members":18,"Number of independent voting members":16,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":false,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":108447,"Contributions":{"value":56616,"Other contributions":56616},"Program revenue":{"value":0,"Unrelated business revenue":0},"Investment income":{"value":51164,"Investment income total":14534,"Net investment gain":36630},"Other revenues":{"value":667,"Net rental income":667}},"Expenses":{"value":1266441,"Grant expense":{"value":1207473,"Grants to domestic orgs":1182523,"Grants to domestic individuals":24950},"Total professional fundraising expense":{"value":12704,"Fundraising professional":12704},"Benefits paid to members":{"value":0},"Salaries":{"value":14805,"Other salaries and wages":13739,"Pension plan contributions":418,"Other employee benefits":648},"Other expenses":{"value":31459,"Accounting":6592,"Investment management fees":1281,"Other services":963,"Office expenses":8787,"Depreciation and depletion":328,"Insurance":5160,"Itemized Expenses":{"value":8348,"VARIOUS":8348}}},"Assets":{"value":0,"Other assets":0},"Liabilities":{"value":0,"Other liabilities":0},"Fund balance":{"value":0},"Form990Details":{"program_service_accomplishments":[{"description":"OTTUMWA REGIONAL HEALTH FOUNDATION, INC. SOLICITS CONTRIBUTIONS TO SUPPORT THE HEALTH CARE MISSION OF REGIONAL RETIREMENT LIVING INC. AND OTTUMWA REGIONAL HEALTH CENTER INC, BOTH OF WHICH ARE TAX EXEMPT ORGANIZATIONS. FOUNDATION WORKS TO SECURE FUNDING FOR CAPITAL NEEDS, ORGANIZATIONAL INFRASTRUCTURE, WORKFORCE DEVELOPMENT, NEW SERVICES AND SPECIAL PROJECTS.","expense":1207473,"grants":1207473}],"functional_expense_allocations":{"other_salaries_and_wages":{"fundraising":13739,"total":13739},"pension_plan_contributions":{"fundraising":418,"total":418},"other_employee_benefits":{"fundraising":648,"total":648},"accounting_fees":{"management_and_general":6592,"total":6592},"professional_fundraising_fees":{"fundraising":12704,"total":12704},"investment_management_fees":{"management_and_general":1281,"total":1281},"other_service_fees":{"fundraising":963,"total":963},"office_expenses":{"fundraising":8787,"total":8787},"depreciation_depletion":{"fundraising":328,"total":328},"insurance":{"fundraising":5160,"total":5160}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true},"principal_officer_detail":{"person_name":"TOM LAZIO","address_line1":"1001 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_consolidated":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":true,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"6416842315","business_name_line1":"MADONNA FISHER","address_line1":"1001 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501"},"officers_directors_key_employees":[{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"dIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"PRESIDENT","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"CHAIRMAN","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"VICE CHAIRMAN","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"EXECUTIVE DIRECTOR","average_hours_per_week":40.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"CEO","average_hours_per_week":40.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":119442,"other_compensation":4957,"officer":true}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true,"certification":true},"supported_organizations":{"total_supported_organizations":2,"sum_of_amounts":1182523,"rows":[{"ein":420681060,"organization_type":"3","support_amount":1072109,"governing_document_listed":true,"supported_org_notified":true,"us_organized":true,"name":"OTTUMWA REGIONAL HEALTH CENTER INC"},{"ein":421326993,"organization_type":"9","support_amount":110414,"governing_document_listed":true,"supported_org_notified":true,"us_organized":true,"name":"REGIONAL RETIREMENT LIVING INC"}]},"supporting_organization_tests":{"contribution_35_controlled_prior_schema":false,"contribution_controller_prior_schema":false,"contribution_related_party_prior_schema":false}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":3304995,"contributions":10054,"investment_earnings_or_losses":4196,"other_expenditures":3318753,"administrative_expenses":492},"current_year_minus1":{"beginning_year_balance":2867843,"contributions":93971,"investment_earnings_or_losses":425895,"other_expenditures":81224,"administrative_expenses":1490,"end_year_balance":3304995},"permanent_endowment_eoy_percentage":1.0,"held_by_unrelated_organizations":true,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"net_assets_reconciliation":{"total_revenue":108447,"total_expenses":1266441,"excess_or_deficit_for_year":-1157994,"net_unrealized_gains_losses_on_investments":-45630,"other_amount":-4571677,"total_adjustments":-4617307,"excess_or_deficit_per_financial_statements":-5775301},"supplemental_information":[{"identifier":"Part V, Line 4:","explanation":"THE PURPOSES OF THE ENDOWMENTS ARE FOR OTTUMWA REGIONAL HEALTH CARE CENTER IMPROVEMENTS AND OPERATIONS, THE EXPENSES OF INDIGENT CARE, REGIONAL RETIREMENT LIVING IMPROVEMENTS AND OPERATIONS, AND TO SUSTAIN THE FOUNDATION'S OPERATIONS. ON MAY 1, 2010 THE OPERATIONS AND ASSETS OF THE HEALTH CENTER AND REGIONAL RETIREMENT LIVING WERE SOLD. SUBSEQUENT TO THIS SALE IN AUGUST, 2010, THE FOUNDATION MERGED WITH THE EXEMPT ORGANIZATION, OTTUMWA REGIONAL LEGACY FOUNDATION, INC.(LEGACY FOUNDATION). THE PURPOSE OF LEGACY FOUNDATION INCLUDES THE PROMOTION AND IMPROVEMENT OF THE WELFARE OF THE GREATER OTTUMWA COMMUNITY THROUGH HEALTH, EDUCATION AND COMMUNITY PROJECTS."},{"identifier":"Part X:","explanation":"The Organization and its affiliates are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code. The Organization has received a determination letter that it is exempt from federal income taxes on related income pursuant to Section 501(a) of the Internal Revenue Code, except for Regional Enterprises, Inc. which is a for-profit taxable entity. The Internal Revenue Service has established standards to be met to maintain tax-exempt status. In general, such standards require the Organization to meet a community benefit standard and comply with various laws and regulations. The Organization accounts for uncertainties in accounting for income tax assets and liabilities using the guidance included in FASB ASC Topic 740, Income Taxes. The Organization recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. At March 31, 2011, the Organization had no uncertain tax positions accrued."},{"identifier":"Part XI, Line 8 - Other Adjustments:","explanation":"TRANSFER UPON MERGER WITH OTTUMWA REGIONAL LEGACY FOUNDATION: -3226132. TRANSFER TO AFFILIATE: -1345545."}]},"ScheduleI":{"grant_records_maintained":false,"reported_domestic_org_grants":1182523,"reported_domestic_individual_grants":24950,"reported_domestic_org_grants_program_services":1182523,"reported_domestic_individual_grants_program_services":24950,"grants":[{"ein":420681060,"irc_section":"501(c)(3)","cash":1072109,"purpose":"FUNDS WERE TRANSFERRED TO SUPPORT THE BUILDING OF THE CANCER CENTER, PURCHASE OF AN AMBULANCE, PURCHASE OF A MICROSCOPE, AND OTHER EQUIPMENT AND SMALL SUPPLY NEEDS OF THE HOSPITAL.","address_line1":"1001 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501","name":"OTTUMWA REGIONAL HEALTH CENTER INC","address":"1001 PENNSYLVANIA AVENUE, OTTUMWA, IA, 52501"},{"ein":421326993,"irc_section":"501(c)(3)","cash":110414,"purpose":"FUNDS TRANSFERRED WERE PRIMARILY FOR THE RESIDENT CARE FUND AND THE MEMORY GARDEN.","address_line1":"1001 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501","name":"REGIONAL RETIREMENT LIVING INC","address":"1001 PENNSYLVANIA AVENUE, OTTUMWA, IA, 52501"}],"individual_grants":[{"type":"SCHOLARSHIPS IN THE MEDICAL FIELD","recipient_count":12,"cash":24950}],"total_domestic_grants":1207473,"total_domestic_program_services":1207473,"detail_org_grants_total":1182523,"detail_individual_grants_total":24950,"detail_domestic_grants_total":1207473,"grant_monitoring":{"claims_monitoring_procedures":false,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false}},"ScheduleN":{"termination_or_liquidation":{"assets_distributed":true,"liabilities_paid":true,"bonds_outstanding":false,"bond_liabilities_discharged":false,"required_to_notify_attorney_general":true,"attorney_general_notified":true,"determination_letter":false},"successor_relationships":{"director_of_successor":true,"employee_of_successor":false,"owner_of_successor":false},"liquidations":[{"business_name_line1":"OTTUMWA REGIONAL LEGACY FOUNDATION INC","irc_section":"501(c)(3)","distribution_date":"2010-08-31T00:00:00","description":"THE ASSETS, LIABILITIES, RESERVES AND ACCOUNTS HAVE BEEN MERGED WITH OTTUMWA REGIONAL LEGACY FOUNDATION","fair_market_value":3226132,"method_of_fmv_determination":"BOOK VALUE","address_line1":"935 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501","name":"OTTUMWA REGIONAL LEGACY FOUNDATION INC","address":"935 PENNSYLVANIA AVENUE, OTTUMWA, IA, 52501"}],"supplemental_information":[{"explanation":"Part I, Line 2e: BONNIE ELLISON"},{"explanation":"Part I, Line 2e: BYRON LEU"},{"explanation":"Part I, Line 2e: BONNIE ELLISON WAS A MEMBER OF THE BOARD OF DIRECTORS FOR OTTUMWA REGIONAL HEALTH FOUNDATION AND, EFFECTIVE AFTER THE MERGER, SHE BEGAN SERVING AS VICE CHAIRMAN OF THE BOARD OF DIRECTORS FOR OTTUMWA REGIONAL LEGACY FOUNDATION."},{"explanation":"Part I, Line 2e: BYRON LEU WAS CHAIRMAN OF THE BOARD OF DIRECTORS FOR OTTUMWA REGIONAL HEALTH FOUNDATION AND, EFFECTIVE AFTER THE MERGER, HE BEGAN SERVING AS A MEMBER OF THE BOARD OF DIRECTORS FOR OTTUMWA REGIONAL LEGACY FOUNDATION."},{"explanation":"Part I, Line 7c: OTTUMWA REGIONAL HEALTH FOUNDATION INC DID NOT HAVE ANY TAX-EXEMPT BONDS OUTSTANDING DURING THE SHORT PERIOD ENDING 08/31/10. THEREFORE, NO TAX-EXEMPT BOND LIABILITIES WERE DISCHARGED OR DEFEASED."}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":420681060,"business_name_line1":"OTTUMWA REGIONAL HEALTH CENTER INC","primary_activities":"HOSPITAL","exempt_code_section":"501(C)3","public_charity_status":"Line 3","legal_domicile_state":"IA","address_line1":"1001 PENNSYLVANIA AVE","city":"OTTUMWA","state":"IA","zip":"52501","name":"OTTUMWA REGIONAL HEALTH CENTER INC","address":"1001 PENNSYLVANIA AVE, OTTUMWA, IA, 52501"},{"ein":421326693,"business_name_line1":"REGIONAL RETIREMENT LIVING INC","primary_activities":"RETIREMENT COMMUNITY","exempt_code_section":"501(C)3","public_charity_status":"Line 9","legal_domicile_state":"IA","address_line1":"1001 PENNSYLVANIA AVE","city":"OTTUMWA","state":"IA","zip":"52501","name":"REGIONAL RETIREMENT LIVING INC","address":"1001 PENNSYLVANIA AVE, OTTUMWA, IA, 52501"}],"taxable_corporations_and_trusts":[{"ein":421269387,"business_name_line1":"REGIONAL ENTERPRISES INC","primary_activity":"CHEMICAL DEPENDENCY UNIT","legal_domicile_state":"IA","address_line1":"1001 PENNSYLVANIA AVE","city":"OTTUMWA","state":"IA","zip":"52501","type_of_entity":"C","name":"REGIONAL ENTERPRISES INC","address":"1001 PENNSYLVANIA AVE, OTTUMWA, IA, 52501"}],"transaction_flags":{"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":true,"performance_of_services_for_other_orgs":true,"sharing_of_facilities":true,"sharing_of_paid_employees":true,"reimbursement_paid_by_other_org":true,"reimbursement_paid_to_other_org":true,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":true,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":true}},"source_xml":"201121969349301302_public.xml"}],"Latest":{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Support the healthcare mission of ottumwa regional health center and affiliates.","primary_activities":"Ottumwa regional health foundation, inc. Solicits contributions to support the health care mission of regional retirement living inc. And ottumwa regional health center inc, both of which are tax exempt organizations. Foundation works to secure funding for capital needs, organizational infrastructure, workforce development, new services and special projects.\n\nOn may 1, 2010 the operations and assets of the organizations which ottumwa regional health foundation supports, ottumwa regional health center and regional retirement living, were sold. Subsequent to this sale in august, 2010, the foundation merged with the exempt organization, ottumwa regional legacy foundation, inc.(legacy foundation). The purpose of legacy foundation includes the promotion and improvement of the welfare of the greater ottumwa community through health, education and community projects.","year":2009,"name":"OTTUMWA REGIONAL HEALTH FOUNDATION INC","phone":"6416842495","website":"www.orhfnd.com","type":"990","principal_officer":"TOM LAZIO","year_formation":1985,"state_legal_domicile":"IA","total_volunteers":0,"tax_period_begin":"2010-04-01T00:00:00","tax_period_end":"2010-08-31T00:00:00","address":"1001 PENNSYLVANIA AVENUE, OTTUMWA, IA, 52501, USA","city":"OTTUMWA","state":"IA","country":"USA","zip_code":"52501"},"Governance":{"501c determination":true,"Number of voting members":18,"Number of independent voting members":16,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":false,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":false,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":true,"Accountant compile or review":false,"Financial statements audited by independent accountant":true,"Audit committee":true,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":108447,"Contributions":{"value":56616,"Other contributions":56616},"Program revenue":{"value":0,"Unrelated business revenue":0},"Investment income":{"value":51164,"Investment income total":14534,"Net investment gain":36630},"Other revenues":{"value":667,"Net rental income":667}},"Expenses":{"value":1266441,"Grant expense":{"value":1207473,"Grants to domestic orgs":1182523,"Grants to domestic individuals":24950},"Total professional fundraising expense":{"value":12704,"Fundraising professional":12704},"Benefits paid to members":{"value":0},"Salaries":{"value":14805,"Other salaries and wages":13739,"Pension plan contributions":418,"Other employee benefits":648},"Other expenses":{"value":31459,"Accounting":6592,"Investment management fees":1281,"Other services":963,"Office expenses":8787,"Depreciation and depletion":328,"Insurance":5160,"Itemized Expenses":{"value":8348,"VARIOUS":8348}}},"Assets":{"value":0,"Other assets":0},"Liabilities":{"value":0,"Other liabilities":0},"Fund balance":{"value":0},"Form990Details":{"program_service_accomplishments":[{"description":"OTTUMWA REGIONAL HEALTH FOUNDATION, INC. SOLICITS CONTRIBUTIONS TO SUPPORT THE HEALTH CARE MISSION OF REGIONAL RETIREMENT LIVING INC. AND OTTUMWA REGIONAL HEALTH CENTER INC, BOTH OF WHICH ARE TAX EXEMPT ORGANIZATIONS. FOUNDATION WORKS TO SECURE FUNDING FOR CAPITAL NEEDS, ORGANIZATIONAL INFRASTRUCTURE, WORKFORCE DEVELOPMENT, NEW SERVICES AND SPECIAL PROJECTS.","expense":1207473,"grants":1207473}],"functional_expense_allocations":{"other_salaries_and_wages":{"fundraising":13739,"total":13739},"pension_plan_contributions":{"fundraising":418,"total":418},"other_employee_benefits":{"fundraising":648,"total":648},"accounting_fees":{"management_and_general":6592,"total":6592},"professional_fundraising_fees":{"fundraising":12704,"total":12704},"investment_management_fees":{"management_and_general":1281,"total":1281},"other_service_fees":{"fundraising":963,"total":963},"office_expenses":{"fundraising":8787,"total":8787},"depreciation_depletion":{"fundraising":328,"total":328},"insurance":{"fundraising":5160,"total":5160}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"backup_withholding_compliance":true,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_accrual":true},"principal_officer_detail":{"person_name":"TOM LAZIO","address_line1":"1001 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_consolidated":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":true,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"6416842315","business_name_line1":"MADONNA FISHER","address_line1":"1001 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501"},"officers_directors_key_employees":[{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"dIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"PRESIDENT","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"CHAIRMAN","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"VICE CHAIRMAN","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"EXECUTIVE DIRECTOR","average_hours_per_week":40.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"officer":true},{"title":"CEO","average_hours_per_week":40.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":119442,"other_compensation":4957,"officer":true}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type1":true,"certification":true},"supported_organizations":{"total_supported_organizations":2,"sum_of_amounts":1182523,"rows":[{"ein":420681060,"organization_type":"3","support_amount":1072109,"governing_document_listed":true,"supported_org_notified":true,"us_organized":true,"name":"OTTUMWA REGIONAL HEALTH CENTER INC"},{"ein":421326993,"organization_type":"9","support_amount":110414,"governing_document_listed":true,"supported_org_notified":true,"us_organized":true,"name":"REGIONAL RETIREMENT LIVING INC"}]},"supporting_organization_tests":{"contribution_35_controlled_prior_schema":false,"contribution_controller_prior_schema":false,"contribution_related_party_prior_schema":false}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":3304995,"contributions":10054,"investment_earnings_or_losses":4196,"other_expenditures":3318753,"administrative_expenses":492},"current_year_minus1":{"beginning_year_balance":2867843,"contributions":93971,"investment_earnings_or_losses":425895,"other_expenditures":81224,"administrative_expenses":1490,"end_year_balance":3304995},"permanent_endowment_eoy_percentage":1.0,"held_by_unrelated_organizations":true,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"net_assets_reconciliation":{"total_revenue":108447,"total_expenses":1266441,"excess_or_deficit_for_year":-1157994,"net_unrealized_gains_losses_on_investments":-45630,"other_amount":-4571677,"total_adjustments":-4617307,"excess_or_deficit_per_financial_statements":-5775301},"supplemental_information":[{"identifier":"Part V, Line 4:","explanation":"THE PURPOSES OF THE ENDOWMENTS ARE FOR OTTUMWA REGIONAL HEALTH CARE CENTER IMPROVEMENTS AND OPERATIONS, THE EXPENSES OF INDIGENT CARE, REGIONAL RETIREMENT LIVING IMPROVEMENTS AND OPERATIONS, AND TO SUSTAIN THE FOUNDATION'S OPERATIONS. ON MAY 1, 2010 THE OPERATIONS AND ASSETS OF THE HEALTH CENTER AND REGIONAL RETIREMENT LIVING WERE SOLD. SUBSEQUENT TO THIS SALE IN AUGUST, 2010, THE FOUNDATION MERGED WITH THE EXEMPT ORGANIZATION, OTTUMWA REGIONAL LEGACY FOUNDATION, INC.(LEGACY FOUNDATION). THE PURPOSE OF LEGACY FOUNDATION INCLUDES THE PROMOTION AND IMPROVEMENT OF THE WELFARE OF THE GREATER OTTUMWA COMMUNITY THROUGH HEALTH, EDUCATION AND COMMUNITY PROJECTS."},{"identifier":"Part X:","explanation":"The Organization and its affiliates are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code. The Organization has received a determination letter that it is exempt from federal income taxes on related income pursuant to Section 501(a) of the Internal Revenue Code, except for Regional Enterprises, Inc. which is a for-profit taxable entity. The Internal Revenue Service has established standards to be met to maintain tax-exempt status. In general, such standards require the Organization to meet a community benefit standard and comply with various laws and regulations. The Organization accounts for uncertainties in accounting for income tax assets and liabilities using the guidance included in FASB ASC Topic 740, Income Taxes. The Organization recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. At March 31, 2011, the Organization had no uncertain tax positions accrued."},{"identifier":"Part XI, Line 8 - Other Adjustments:","explanation":"TRANSFER UPON MERGER WITH OTTUMWA REGIONAL LEGACY FOUNDATION: -3226132. TRANSFER TO AFFILIATE: -1345545."}]},"ScheduleI":{"grant_records_maintained":false,"reported_domestic_org_grants":1182523,"reported_domestic_individual_grants":24950,"reported_domestic_org_grants_program_services":1182523,"reported_domestic_individual_grants_program_services":24950,"grants":[{"ein":420681060,"irc_section":"501(c)(3)","cash":1072109,"purpose":"FUNDS WERE TRANSFERRED TO SUPPORT THE BUILDING OF THE CANCER CENTER, PURCHASE OF AN AMBULANCE, PURCHASE OF A MICROSCOPE, AND OTHER EQUIPMENT AND SMALL SUPPLY NEEDS OF THE HOSPITAL.","address_line1":"1001 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501","name":"OTTUMWA REGIONAL HEALTH CENTER INC","address":"1001 PENNSYLVANIA AVENUE, OTTUMWA, IA, 52501"},{"ein":421326993,"irc_section":"501(c)(3)","cash":110414,"purpose":"FUNDS TRANSFERRED WERE PRIMARILY FOR THE RESIDENT CARE FUND AND THE MEMORY GARDEN.","address_line1":"1001 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501","name":"REGIONAL RETIREMENT LIVING INC","address":"1001 PENNSYLVANIA AVENUE, OTTUMWA, IA, 52501"}],"individual_grants":[{"type":"SCHOLARSHIPS IN THE MEDICAL FIELD","recipient_count":12,"cash":24950}],"total_domestic_grants":1207473,"total_domestic_program_services":1207473,"detail_org_grants_total":1182523,"detail_individual_grants_total":24950,"detail_domestic_grants_total":1207473,"grant_monitoring":{"claims_monitoring_procedures":false,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false}},"ScheduleN":{"termination_or_liquidation":{"assets_distributed":true,"liabilities_paid":true,"bonds_outstanding":false,"bond_liabilities_discharged":false,"required_to_notify_attorney_general":true,"attorney_general_notified":true,"determination_letter":false},"successor_relationships":{"director_of_successor":true,"employee_of_successor":false,"owner_of_successor":false},"liquidations":[{"business_name_line1":"OTTUMWA REGIONAL LEGACY FOUNDATION INC","irc_section":"501(c)(3)","distribution_date":"2010-08-31T00:00:00","description":"THE ASSETS, LIABILITIES, RESERVES AND ACCOUNTS HAVE BEEN MERGED WITH OTTUMWA REGIONAL LEGACY FOUNDATION","fair_market_value":3226132,"method_of_fmv_determination":"BOOK VALUE","address_line1":"935 PENNSYLVANIA AVENUE","city":"OTTUMWA","state":"IA","zip":"52501","name":"OTTUMWA REGIONAL LEGACY FOUNDATION INC","address":"935 PENNSYLVANIA AVENUE, OTTUMWA, IA, 52501"}],"supplemental_information":[{"explanation":"Part I, Line 2e: BONNIE ELLISON"},{"explanation":"Part I, Line 2e: BYRON LEU"},{"explanation":"Part I, Line 2e: BONNIE ELLISON WAS A MEMBER OF THE BOARD OF DIRECTORS FOR OTTUMWA REGIONAL HEALTH FOUNDATION AND, EFFECTIVE AFTER THE MERGER, SHE BEGAN SERVING AS VICE CHAIRMAN OF THE BOARD OF DIRECTORS FOR OTTUMWA REGIONAL LEGACY FOUNDATION."},{"explanation":"Part I, Line 2e: BYRON LEU WAS CHAIRMAN OF THE BOARD OF DIRECTORS FOR OTTUMWA REGIONAL HEALTH FOUNDATION AND, EFFECTIVE AFTER THE MERGER, HE BEGAN SERVING AS A MEMBER OF THE BOARD OF DIRECTORS FOR OTTUMWA REGIONAL LEGACY FOUNDATION."},{"explanation":"Part I, Line 7c: OTTUMWA REGIONAL HEALTH FOUNDATION INC DID NOT HAVE ANY TAX-EXEMPT BONDS OUTSTANDING DURING THE SHORT PERIOD ENDING 08/31/10. THEREFORE, NO TAX-EXEMPT BOND LIABILITIES WERE DISCHARGED OR DEFEASED."}]},"ScheduleR":{"tax_exempt_organizations":[{"ein":420681060,"business_name_line1":"OTTUMWA REGIONAL HEALTH CENTER INC","primary_activities":"HOSPITAL","exempt_code_section":"501(C)3","public_charity_status":"Line 3","legal_domicile_state":"IA","address_line1":"1001 PENNSYLVANIA AVE","city":"OTTUMWA","state":"IA","zip":"52501","name":"OTTUMWA REGIONAL HEALTH CENTER INC","address":"1001 PENNSYLVANIA AVE, OTTUMWA, IA, 52501"},{"ein":421326693,"business_name_line1":"REGIONAL RETIREMENT LIVING INC","primary_activities":"RETIREMENT COMMUNITY","exempt_code_section":"501(C)3","public_charity_status":"Line 9","legal_domicile_state":"IA","address_line1":"1001 PENNSYLVANIA AVE","city":"OTTUMWA","state":"IA","zip":"52501","name":"REGIONAL RETIREMENT LIVING INC","address":"1001 PENNSYLVANIA AVE, OTTUMWA, IA, 52501"}],"taxable_corporations_and_trusts":[{"ein":421269387,"business_name_line1":"REGIONAL ENTERPRISES INC","primary_activity":"CHEMICAL DEPENDENCY UNIT","legal_domicile_state":"IA","address_line1":"1001 PENNSYLVANIA AVE","city":"OTTUMWA","state":"IA","zip":"52501","type_of_entity":"C","name":"REGIONAL ENTERPRISES INC","address":"1001 PENNSYLVANIA AVE, OTTUMWA, IA, 52501"}],"transaction_flags":{"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":true,"performance_of_services_for_other_orgs":true,"sharing_of_facilities":true,"sharing_of_paid_employees":true,"reimbursement_paid_by_other_org":true,"reimbursement_paid_to_other_org":true,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":true,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":true}},"Ratings":{"Mission Deployment Rate":{"score":null},"Program Expense Ratio":{"score":null},"Fundraising Efficiency":{"score":null,"percentile":null},"Filing Consistency Score":{"score":1.0},"Grant Itemization Coverage":{"score":1.0},"Independent Voting Board Pct":{"score":0.8888888888888888},"Operating Margin":{"score":-10.677971728125259,"percentile":0.020301774381556795},"Operating Reserve Ratio":{"score":0.0,"percentile":0.026800149493383534},"Liabilities to Assets Ratio":{"score":null,"percentile":null},"Officer Compensation Ratio":{"score":0.003914118383722574,"percentile":0.9836542579936312},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Foreign Oversight Score":{"score":null},"Major-Donor Itemization":{"score":1.0},"Related-Party Transparency":{"score":null},"Pay-Setting Controls":{"score":null,"weight":5,"atoms":{"Compensation committee":{"value":null},"Independent compensation consultant":{"value":null},"Form 990 of other organizations reviewed":{"value":null},"Written employment contract":{"value":null},"Compensation survey or study":{"value":null},"Board or committee approval":{"value":null}}},"Governance Policy Score":{"score":0.6666666666666666,"weight":5,"atoms":{"Conflict of interest policy":{"value":true},"Whistle blower policy":{"value":false},"Document retention policy":{"value":false},"Compensation process for CEO":{"value":true},"Compensation process for other employees":{"value":true},"Form 990 provided to governing body":{"value":false},"Minutes of governing body":{"value":true},"Audit committee":{"value":true},"Independent audit financial statements":{"value":true}}},"Categories":{"Financial Efficiency":{"score":null,"weight":45},"Transparency & Controls":{"score":1.0,"weight":20},"Accountability":{"score":0.7962962962962962,"weight":14},"Sustainability":{"score":0.1509148972337756,"weight":13},"Growth":{"score":null,"weight":8}},"Overall Score":{"score":0.7044689747273878,"percentile":0.35350386536173034}},"source_xml":"201121969349301302_public.xml"},"sector":"Health","donation_categories":[],"zakat_policy":null},"error":null}