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Return of Organization Exempt from Income Tax .V. Lb M .V. lb Return of Organization Exempt From Income Tax Form 990 Under section 601(c), 527, or 4947(aXl) of the Internal Revenue Code (except black long 200 benefit trust or private foundation) Department of the Treasury Open to Pubi may have to use a copy of this return to satisfy state reDortina requirements. Inspection Intsnei Revenue servloe ► The organization A For the 2007 calendar year , or tax year beginning an B a,ed< if C Name of organization D Employer Identification number applicable please use IRS C]Cas pd «INOVA HEALTH SYSTEM FOUNDATION 7`!-1V /1UV I Nme tym Number and street (or P.O. box If mail is not delivered to street address) Room/sude E Telephone number saesea F-1reeiu, aflc 2 9 9 0 TELESTAR COURT , FOURTH FLOOR 703-28 9 -2433 Insbuo- E3 In- t City or town, state or country, and ZIP + 4 F Aaounbng method Q Cash ® Awuat Orn°tu^nda° FALLS CHURCH . VA 2 204 2 Q^PPdnfppen "C1O" • Section 501(c)( 3) organizations and 4947( ax1) nonexempt charitable trusts H and I we not applicable to section 527 organizations. must attach a completed Schedule A (Form 990 or 990-EZ). H(s) Is this a group return for affiliates? =Yes ®No H(b) If'Yes; enter number N/A J Organization type (cal Only one) ► ® 501(c) ( 3 ) 14 Mart no) Q 4947(ax1) or [] H(c) Are all affiliates included? N/A =Yes =No (If 'No,* attach a list) K Check here ► 0 if the organization is not a 509(a)(3) supporting organization and its gross H(d) Is this a separate return filed by an or- receipts are normally not more than $25,000. A return Is not required, but if the organization chooses to file a return, be sure to file a complete return. M Check ► J If the organization is not required to attach L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 lo, 170,401,001. Sch. B (Form 990, 990-FZ, or 990-PF). a^art I I Revenue. Expenses. and Chances in Net Assets or Fund Balances 1 Contributions, gifts, grants, and similar amounts received: a Contributions to donor advised funds 18 b Direct public support (not included on line 1a) 1b 9 , 294 , 231. c Indirect public support ( not Included on line ia) to d Government contributions (grants) (not included on line 1a) td e Total (add lines la through 1d) (cash $ 5,298 , 876. noncash $ 3,995,355. ).. to 9 , 294 , 231. 2 Program service revenue including government fees and contracts (from Part VII, line 93) 2 3 Membership dues and assessments . - .. .. - - 3 17 , 704. 4 Interest on savings and temporary cash investments - 4 50 , 846 , 945. 5 Dividends and interest from securities . ... ... ........... ..... ..... -- .- .. ..- .--- .•....... ... ..... 5 1 47 2 14 . 6 e Gross rents Ba b Less: rental expenses - 6b c Net rental income or (loss). Subtract line 6b from line 6a . ..... ... ...... ..... .. ... .. 60 7 Other investment income (describe ► SHE STATEMENT 1 ) 7 9 , 867 , 886. 8 a Gross amount from sales of assets other A Securities B Other than Inventory 92 , 037 , 094. 8a b Less: cost or other basis and sales expenses 8b m c Gain or (loss) (attach schedule) .. ..... .... .. 9 2 , 037 , 0 9 4. 8c d Net gain or (loss). Combine line 8c, columns (A) and (B) --- . ....TNT .2 -------------- 8d 92 . 0 3 7 . 094. C7 9 Special events and activities (attach schedule ). If any amount Is from gaming, check here 171 ► a-) a Grour enue(notiadudmg$ 0. ofcoomboeoosmportedoounelb ) 9a 2 . 999 . 027 . CN:p b Less: direct expenses other than fundraising expenses ................ .... ..... 9b 1 , 500 , 330 . e Net Income or (loss) from special events. Subtract line 9b from line 9a -- -.-, • ---SFB . ST4^ATRM^T. 3.. go 1 , 498 , 697. N 10 a Gross sales of inventory, less returns and allowances -- ... ton O 3 819 5 6 4 . 0 b Less: cost of goods sold - , . 00 10b 1 , 719 , 145. e Gross profit or (loss) from sales of inventory (attach schedule). Subtract line 10b from line 10a ,STT...4 -•- 100 2 , 100 , 4 1 9. 11 Other revenue (from Part VII, line 103) • 11 45 63 6 . 12 Total revenue . Add lines le 2 3. 4. 5 6c 7 8d 9c 10c and 11 ...... 12 167 , 181 526. 13 Program services (from line 44, column (8)) RE^BV E D- 13 12 , 244 , 744. 14 Management and general (from line 44, column (C)) U ..-. 14 7 , 126 , 804. 15 Fundraising (from line 44, column (D)) Q 15 5 , 108 215. 16 Payments to affiliates (attach schedule) NOV 1 2+ 100$ 18 17 Total expenses . Add lines 16 and 44, column (A) ........... ... ......... • ..... ..... „•. .-....• 17 24 4 7 9 763. 18 Excess or (deficit) for the year . Subtract line 17 from line 12 UT 18 142 , 701 . 763. 19 Net assets or fund balances at beginning of year (from II 19 1015686476. ZQ 20 Other changes in net assets or fund balances (attach explanation ) . .SEE . STATEN= S 20 21 , 0 48 , 285. ,^^M 21 Net assets or fund balances at end of year. Combine lines 18, 19, and 20 21 117 9 43652 4 . 12-27-07 u-A or rnvacy Act and Paperwont Reduction Act Notice , see the separate Instructions. Form 990 (2007) 617 for section 501(c)(3) jPart II Statement of All organizations must complete column (A). Columns (B), (C), and (D) are required Functional Expenses and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others. Program (C) Management Do not include amounts reported on line (A) Total (B) (D) Fundraising 6b, 8b, 9b, 10b, or 16 of Part I. services and general 22a Grants paid from donor advised funds (attach schedule) ...... .......... ....... (cash $ 0. noncash $ 0. M this amount Includes foreign check he ► ED 2a 22b Other grants and allocations (attach schedule STATEMENT 7 (cash s 113 814 9 2 nO,caSh s 0. if this amount Includes foreign Wants, check here ► U 22b 11 381 492 . 11 , 381 , 492. 23 Specific assistance to individuals (attach schedule) ............... .. ........ .... .... 28 24 Benefits paid to or for members (attach schedule) ... .. .. ... 24 25a Compensation of current officers, directors, key employees, etc. listed In Part V-A . ... .... .... 25a 0. 0. 0. 0. b Compensation of former officers, directors, key employees, etc. listed in Part V-B .............. .. 25b 0. 0. 0. 0. c Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....... .... , 50 26 Salaries and wages of employees not included on lines 25a, b, and c., 26 3 , 062 , 187. 324 . 148. 2 , 738 , 039. 27 Pension plan contributions not included on lines 25a, b, and c .. .... .......... ... ... 27 28 Employee benefits not included on lines 25a-27,..- ..,..,... 28 463 802. 29 , 195. 434 607. 29 Payroll taxes ., . 29 30 Professional fundraising fees ... .. ....... .. a0 31 Accounting fees ................................. 81 32 Legal fees ... .............................. 82 33 Supplies .38 135 019. 46 160. 88 859. 34 Telephone a4 21 8 6 7 . 12 12 9 . 9 7 3 8 . 35 Postage and shipping 85 7 2 8 7 4 . 10 47 0 . 6 2 40 4 . 38 Occupancy 36 587 07 . 483 028. 104 047 . 37 Equipment rental and maintenance 37 7 5 9 3 2. 41 3 9 8. 3 4 5 3 4. 38 Printing and publications 38 211 18 6 . 2 0 12 0 . 191 0 6 6 . 39 Travel 39 60 846. 21 557. 39 289. 40 Conferences, conventions, and meetings -- 3 6 2 5 5. 18 4 5 8. 17 7 9 7. 41 Interest 41 42 Depreciation, depletion, etc. (attach schedule) 42 2 9 8 2 0. 2 6 8 81. 2 9 3 9. 43 Other expenses not covered above (itemize): a a 34 3e Oaf g SEE STATEMENT 6 a 8 , 341 A 08. 6 , 956 , 512. 1 , 384 , 896. 44 Total functional expenses . Add lines 22a through 43g. (Organizations completing columns (B)-(D), car these totals to lines 13-15 ..... ...... - 44 24 , 479 7 6 3. 12 2 4 4 7 4 4. 7 , 126 , 804. 5 , 108 , 215. Joint Costs. Check ► U if you are following SOP 98-2. Are any joint costs from a combined educational campaign and fundraising solicitation reported in (8) Program services? . ► Q Yes ® No If 'Yes; enter (1) the aggregate amount of these pint costs $ N/A ; (ii) the amount allocated to Program services $ N/A Will the amount allocated to Management and general $ N/A ' and IIv) the amount allocated to Fundraising $ N/A 729011 12-21.07 Form 990 (2007) Form ments (See the Form,990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments. What is the organization 's primary exempt purpose? ► Program Service SEE ATTACHED SCHEDULE Expenses (Required for 501(c)(3) All organizations must describe their exempt purpose achievements in a clear and concise manner. State the number of and (4) orgs., and clients served , publications issued, etc. Discuss achievements that are not measurable. (Section 501 (c)(3) and (4) 4947(a)(1) trusts; but organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others.) optional for others.) a SEE ATTACHED SUPPORTING SCHEDULE (Grants and allocations $ 11 3 81 4 9 2 .
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