PwC`s Annotated 2015 Form 990

www.pwc.com/us 2015 Form 990, Return of Organization Exempt From Income Tax Core Form & Schedules with Annotations Provided by PwC's Exempt Organizations Tax Services Practice March 2016 Disclaimer: This document is for general information purposes only and should not be used as a substitute for consultation with professional advisors. This document was not intended or written to be used, and it cannot be used, for the purpose of avoiding U.S. federal, state or local tax penalties. Contributors Travis Patton Paul Tanis Lauren Bennett Kimberly Bier Herve Le Brusq Nathan Doane Amyn Gillani Abby Lewis Alexander Noren Kelley O’Brien Alison O’Connor Anne Pancheri Eugenia Richardson Table of Contents* Core Form Heading Part I: Summary Part II: Signature Block Part III: Statement of Program Service Accomplishments Part IV: Checklist of Required Schedules Part V: Statements Regarding Other IRS Filings and Tax Compliance Part VI: Governance, Management, and Disclosure Part VII: Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Part VIII: Statement of Revenue Part IX: Statement of Functional Expenses Part X: Balance Sheet Part XI: Reconciliation of Net Assets Part XII: Financial Statements and Reporting Schedules Schedule A: Public Charity Status and Public Support Schedule B: Schedule of Contributors Schedule C: Political Campaign and Lobbying Activities Schedule D: Supplemental Financial Statements Schedule E: Schools Schedule F: Statement of Activities Outside the United States Schedule G: Supplemental Information Regarding Fundraising or Gaming Activities Schedule H: Hospitals Schedule I: Grants and Other Assistance to Organizations, Governments, and Individuals in the United States Schedule J: Compensation Information Schedule K: Supplemental Information on Tax-Exempt Bonds Schedule L: Transactions With Interested Persons Schedule M: Noncash Contributions Schedule N: Liquidation, Termination, Dissolution, or Significant Disposition of Assets Schedule O: Supplemental Information to Form 990 or 990-EZ Schedule R: Related Organizations and Unrelated Partnerships *Please note this PwC Annotated Form 990 incorporates forms and instructions that were current on the IRS website as of March 15, 2016. 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Proc. 2015-21, 2015-13 I.R.B. 817, provides guidance regarding correction and disclosure procedures for hospital organizations to follow so that certain failures to meet the requirements of section 501(r) will be excused for purposes of sections 501(r)(1) and 501(r) (2)(B). Section 7 of the revenue procedure provides that certain information must be disclosed on the organization’s Form 990. Provide this information in Part VI." ELQNMÛN!<!$9X[V!22)%!+)*. No substantive changes were made to Schedule I for 2015. @2743A94!8! "5SUQ!//&# 7NXJZ\UNV\!WO!\QN!DZNJ[]Za!! <V\NZVJT!BN^NV]N!CNZ^RLN! $4)26 5 !)2+!&6 .,4!#5 5 /5 6 )2*,!6 3!&4-)2/9 )6 /325 "! $38 ,421,26 5 "!)2+!%2+/8 /+7 )05 !/2!6 .,!(2/6 ,+!'6 )6 ,5 @>5!?W'!*.-.&))-/ "!!" 2SQTPIWI!MJ!WLI!SUKERM]EWMSR!ERVZIUIH!^DIV_!SR!5SUQ!//&$!>EUW!8B$!PMRI!('!SU!((% "!1WWEGL!WS!5SUQ!//&%! "!8RJSUQEWMSR!EFSXW!@GLIHXPI!8!"5SUQ!//&#!ERH!MWV!MRVWUXGWMSRV!MV!EW!AAA$6<=$4;@%3;<8))&$! =TIR!WS!>XFPMG! 8RVTIGWMSR ?JUN!WO!\QN!WZPJVRbJ\RWV! >EUW!8! '! 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a![JON!QJZKWZ!OWZ!N[\JKTR[QRVP!\QN!OJRZ!UJZSN\!^JT]N!WO!\QN!9<5![J\R[ORNM2! HNZN!JVa!PZW[[!XZWLNNM[!RV^N[\NM!KNaWVM!JV!J^JRTJKTN!\NUXWZJZa!XNZRWM2 (! ;J[! \QN! WZPJVRbJ\RWV! N[\JKTR[QNM! _ZR\\NV! XZWLNM]ZN[! \W! UWVR\WZ! \QN! ZNY]RZNUNV\[!WO![NL\RWV!*-02! ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( =DSU!B !!!!! 1 !!!!! ;Q =SQFHGVSHT!@Q!APGHSUDMH!2QSSHFULWH!0FULQP !!!!! !!!!! ;J[!\QN!WZPJVRbJ\RWV!N[\JKTR[QNM!_ZR\\NV!XZWLNM]ZN[!\W!NV[]ZN!\QJ\!^RWTJ\RWV[! WO! 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"7SUQ!11(!SU!11(%6E# 7MVIXZSMTZ!UN!ZPM!CXMIY[X_! ;TZMXTIR!AM\MT[M!BMX\QKM $.&,/&'0+-,/!%+0*!",0).)/0)(!#)./-,/ >ISM!UN!ZPM!UXOITQÌZQUT >FUW!; ) 6[HJVV!3JRJKNW!AUFRVFHWNSRV!#YMKZQUT!-()#K$#+$%!YMKZQUT!-()#K$#,$%!ITL!-()#K$#*1$!UXOITQÌZQUTY!UTR_$'! 6USVRMZM!QN!ZPM!UXOITQÌZQUT!ITY]MXML!bGMYc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ÌZQUT! !!!!! !!!!!! "I#!6UXXMKZML3 "H#!7MYKXQVZQUT!UN!ZXITYIKZQUT DJV =S 8TZMX! ZPM! ISU[TZ! UN! ZI^! QTK[XXML! J_! ZPM! UXOITQÌZQUT! SITIOMXY! UX! LQYW[IRQNQML! VMXYUTY! L[XQTO! ZPM! _MIX! [TLMX!YMKZQUT!,1-0 ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' !" " 8TZMX!ZPM!ISU[TZ!UN!ZI^%!QN!IT_%!UT!RQTM!*%!IJU\M%!XMQSJ[XYML!J_!ZPM!UXOITQÌZQUT! ' ' ' ' ' ' ' ' " " >FUW!;; <SFRV!WS!FRI'SU!7USQ!;RWJUJVWJI!>JUVSRV&! 6USVRMZM!QN!ZPM!UXOITQÌZQUT!ITY]MXML!bGMYc!UT!9UXS!11(&8H%!@IXZ!D%!RQTM!+0I!UX!9UXS!11(%!@IXZ!;D%!RQTM!*.2!UX!QN!ZPM! UXOITQÌZQUT!XMVUXZML!IT!ISU[TZ!UT!9UXS!11(%!@IXZ!F%!RQTM!-%!.%!UX!**'! "F#!>ISM!UN!QTZMXMYZML!VMXYUT !!!!! "G#!AMRIZQUTYPQV! ]QZP!UXOITQÌZQUT !!!!! ")# "*# "+# ",# "-# ".# "/# "0# "1# ")(# ASWFP! >FUW!;;; ' "H#!@[XVUYM!UN! RUIT !!!!! "I#!<UIT!ZU!UX! NXUS!ZPM! UXOITQÌZQUT3 CU "J#!?XQOQTIR! VXQTKQVIR!ISU[TZ 9XUS !!!!! "K#!5IRITKM!L[M! "L#!;T!LMNI[RZ3 "M#!4VVXU\ML! "N#!EXQZZMT! !J_!JUIXL!UX! IOXMMSMTZ3 KUSSQZZMM3 !!!!! DJV =S DJV =S DJV =S ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' '" " 8UFRWV!SU!2VVNVWFRHJ!3JRJKNWNRL!;RWJUJVWJI!>JUVSRV&! 6USVRMZM!QN!ZPM!UXOITQÌZQUT!ITY]MXML!bGMYc!UT!9UXS!11(%!@IXZ!;D%!RQTM!*/' "F#!>ISM!UN!QTZMXMYZML!VMXYUT "G#!AMRIZQUTYPQV!JMZ]MMT!QTZMXMYZML! "H#!4SU[TZ!UN!IYYQYZITKM VMXYUT!ITL!ZPM!UXOITQÌZQUT "I#!C_VM!UN!IYYQYZITKM "J#!@[XVUYM!UN!IYYQYZITKM ")# "*# "+# ",# "-# ".# "/# "0# "1# ")(# 7SU!>FTJUZSUO!?JIXHWNSR!2HW!=SWNHJ$!VJJ!WMJ!;RVWUXHWNSRV!KSU!7SUQ!11(!SU!11(%6E& 6IZ'!>U'!-((-.4 @HMJIXPJ!<!"7SUQ!11(!SU!11(%6E#!*()- @IOM!!*! BKPML[RM!<!#9UXS!11(!UX!11(&8H$!*()- >FUW!;C 3XVNRJVV!AUFRVFHWNSRV!;RYSPYNRL!;RWJUJVWJI!>JUVSRV&! 6USVRMZM!QN!ZPM!UXOITQÌZQUT!ITY]MXML!bGMYc!UT!9UXS!11(%!@IXZ!;D%!RQTM!*0I%!*0J%!UX!*0K' "F#!>ISM!UN!QTZMXMYZML!VMXYUT !!!!! "G#!AMRIZQUTYPQV!JMZ]MMT! QTZMXMYZML!VMXYUT!ITL!ZPM! UXOITQÌZQUT !!!!!! "H#!4SU[TZ!UN! !ZXITYIKZQUT "I#!7MYKXQVZQUT!UN!ZXITYIKZQUT !!!!! !!!!!! "J#!BPIXQTO!UN! UXOITQÌZQUTaY! XM\MT[MY3 DJV =S ")# "*# "+# ",# "-# ".# "/# "0# "1# ")(# >FUW!C @XTTPJQJRWFP!;RKSUQFWNSR! @XU\QLM!ILLQZQUTIR!QTNUXSIZQUT!NUX!XMYVUTYMY!ZU!W[MYZQUTY!UT!BKPML[RM!<!#YMM!QTYZX[KZQUTY$' @HMJIXPJ!<!"7SUQ!11(!SU!11(%6E#!*()- No substantive changes were made to Schedule M for 2015. ÍÝØÛÜËÔÛ Ó øÚ±®³ ççð÷ Ü»°¿®¬³»²¬ ±º ¬¸» Ì®»¿-«®§ ×²¬»®²¿´ Î»ª»²«» Í»®ª·½» Ò¿³» ±º ¬¸» ±®¹¿²·¦¿¬·±² Ð¿®¬ × ß¬¬¿½¸ ¬± Ú±®³ ççðò ×²º±®³¿¬·±² ¿¾±«¬ Í½¸»¼«´» Ó øÚ±®³ ççð÷ ¿²¼ ·¬- ·²-¬®«½¬·±²- ·- ¿¬ ©©©ò·®-ò¹±ªñº±®³ççðò ê é è ç ïð ïï Ì§°»- ±º Ð®±°»®¬§ Þ±±µ- ¿²¼ °«¾´·½¿¬·±²- ò Ý´±¬¸·²¹ ¿²¼ ¸±«-»¸±´¼ ¹±±¼- ò ò ò ò ò ò ò ò ò ò ò Ý¿®- ¿²¼ ±¬¸»® ª»¸·½´»- ò Þ±¿¬- ¿²¼ °´¿²»- ò ò ò ×²¬»´´»½¬«¿´ °®±°»®¬§ ò ò ò ò ò ò ò ò ±® ¬®«-¬ ·²¬»®»-¬- ò ò ò ò ïî ïí Ï«¿´·º·»¼ ½±²-»®ª¿¬·±² -¬®«½¬«®»- ò ò ò ò ò Ï«¿´·º·»¼ ½±²-»®ª¿¬·±² ò ò ò ïì ïë ïê ïé ïè ïç îð îï îî îí îì îë îê îé îè îç Ñ°»² Ì± Ð«¾´·½ ×²-°»½¬·±² Û³°´±§»® ·¼»²¬·º·½¿¬·±² ²«³¾»® ø¿÷ Ý¸»½µ ·º ¿°°´·½¿¾´» ï î í ì ë ÑÓÞ Ò±ò ïëìëóððìé Ò±²½¿-¸ Ý±²¬®·¾«¬·±²- ò ø¾÷ Ò«³¾»® ±º ½±²¬®·¾«¬·±²- ±® ·¬»³- ½±²¬®·¾«¬»¼ ø½÷ Ò±²½¿-¸ ½±²¬®·¾«¬·±² ¿³±«²¬- ®»°±®¬»¼ ±² Ú±®³ ççðô Ð¿®¬ Ê×××ô ´·²» ï¹ Ý±´´»½¬·¾´»- ò ò ò ò ò ò ò Ú±±¼ ·²ª»²¬±®§ ò ò ò ò ò ò Ü®«¹- ¿²¼ ³»¼·½¿´ -«°°´·»- ò ò Ì¿¨·¼»®³§ ò ò ò ò ò ò ò Ø·-¬±®·½¿´ ¿®¬·º¿½¬- ò ò ò ò ò Í½·»²¬·º·½ -°»½·³»²- ò ò ò ò ß®½¸»±´±¹·½¿´ ¿®¬·º¿½¬ò ò ò Ñ¬¸»® ø ÷ Ñ¬¸»® ø ÷ Ñ¬¸»® ø ÷ Ñ¬¸»® ø ÷ Ò«³¾»® ±º Ú±®³- èîèí ®»½»·ª»¼ ¾§ ¬¸» ±®¹¿²·¦¿¬·±² ¼«®·²¹ ¬¸» ¬¿¨ §»¿® º±® ½±²¬®·¾«¬·±²- º±® ©¸·½¸ ¬¸» ±®¹¿²·¦¿¬·±² ½±³°´»¬»¼ Ú±®³ èîèíô Ð¿®¬ ×Êô Ü±²»» ß½µ²±©´»¼¹»³»²¬ ò ò ò ò ò ø¼÷ Ó»¬¸±¼ ±º ¼»¬»®³·²·²¹ ²±²½¿-¸ ½±²¬®·¾«¬·±² ¿³±«²¬- îç Ç»- Ò± íð¿ Ü«®·²¹ ¬¸» §»¿®ô ¼·¼ ¬¸» ±®¹¿²·¦¿¬·±² ®»½»·ª» ¾§ ½±²¬®·¾«¬·±² ¿²§ °®±°»®¬§ ®»°±®¬»¼ ·² Ð¿®¬ ×ô ´·²»- ï ¬¸®±«¹¸ îèô ¬¸¿¬ ·¬ ³«-¬ ¸±´¼ º±® ¿¬ ´»¿-¬ ¬¸®»» §»¿®- º®±³ ¬¸» ¼¿¬» ±º ¬¸» ·²·¬·¿´ ½±²¬®·¾«¬·±²ô ¿²¼ ©¸·½¸ ·- ²±¬ ®»¯«·®»¼ ¬± ¾» «-»¼ º±® »¨»³°¬ °«®°±-»- º±® ¬¸» »²¬·®» ¸±´¼·²¹ °»®·±¼á ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ¾ íï Ü±»- ¬¸» ±®¹¿²·¦¿¬·±² ¸¿ª» ½±²¬®·¾«¬·±²-á ò ò ò ò ò íî¿ Ü±»- ¬¸» ±®¹¿²·¦¿¬·±² ¸·®» ±® ½±²¬®·¾«¬·±²-á ò ò ò ò ò ¿ ¹·º¬ ¿½½»°¬¿²½» ò ò ò ò ò ò ò «-» ¬¸·®¼ °¿®¬·»- ±® ò ò ò ò ò ò ò °±´·½§ ¬¸¿¬ ®»¯«·®»- ¬¸» ®»ª·»© ±º ¿²§ ²±²ó-¬¿²¼¿®¼ ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ®»´¿¬»¼ ±®¹¿²·¦¿¬·±²- ¬± -±´·½·¬ô °®±½»--ô ±® -»´´ ²±²½¿-¸ ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò ò íð¿ íï íî¿ ¾ íí ×º ¬¸» ±®¹¿²·¦¿¬·±² ¼·¼ ²±¬ ®»°±®¬ ¿² ¿³±«²¬ ·² ½±´«³² ø½÷ º±® ¿ ¬§°» ±º °®±°»®¬§ º±® ©¸·½¸ ½±´«³² ø¿÷ ·- ½¸»½µ»¼ô ¼»-½®·¾» ·² Ð¿®¬ ××ò Ú±® Ð¿°»®©±®µ Î»¼«½¬·±² ß½¬ Ò±¬·½»ô -»» ¬¸» ×²-¬®«½¬·±²- º±® Ú±®³ ççðò Ý¿¬ò Ò±ò ëïîîéÖ Í½¸»¼«´» Ó øÚ±®³ ççð÷ øîðïë÷ Í½¸»¼«´» Ó øÚ±®³ ççð÷ øîðïë÷ Ð¿®¬ ×× Ð¿¹» î Í«°°´»³»²¬¿´ ×²º±®³¿¬·±²ò Ð®±ª·¼» ¬¸» ·²º±®³¿¬·±² ®»¯«·®»¼ ¾§ Ð¿®¬ ×ô ´·²»- íð¾ô íî¾ô ¿²¼ ííô ¿²¼ ©¸»¬¸»® ¬¸» ±®¹¿²·¦¿¬·±² ·- ®»°±®¬·²¹ ·² Ð¿®¬ ×ô ½±´«³² ø¾÷ô ¬¸» ²«³¾»® ±º ½±²¬®·¾«¬·±²-ô ¬¸» ²«³¾»® ±º ·¬»³- ®»½»·ª»¼ô ±® ¿ ½±³¾·²¿¬·±² ±º ¾±¬¸ò ß´-± ½±³°´»¬» ¬¸·- °¿®¬ º±® ¿²§ ¿¼¼·¬·±²¿´ ·²º±®³¿¬·±²ò Í½¸»¼«´» Ó øÚ±®³ ççð÷ øîðïë÷ No substantive changes were made to Schedule N for 2015. SCHEDULE N (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Liquidation, Termination, Dissolution, or Significant Disposition of Assets 1 2015 Complete if the organization answered "Yes" on Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36. Attach certified copies of any articles of dissolution, resolutions, or plans. Attach to Form 990 or 990-EZ. Information about Schedule N (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Name of the organization Part I OMB No. 1545-0047 Open to Public Inspection Employer identification number Liquidation, Termination, or Dissolution. Complete this part if the organization answered “Yes” on Form 990, Part IV, line 31, or Form 990-EZ, line 36. Part I can be duplicated if additional space is needed. (a) Description of asset(s) distributed or transaction expenses paid (b) Date of distribution (c) Fair market value of asset(s) distributed or amount of transaction expenses (d) Method of determining FMV for asset(s) distributed or transaction expenses (e) EIN of recipient (f) Name and address of recipient (g) IRC section of recipient(s) (if tax-exempt) or type of entity Yes No 2 a b c d e Did or will any officer, director, trustee, or key employee of the organization: Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . . . . . . Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . . . Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . . . . Receive, or become entitled to, compensation or other similar payments as a result of the organization’s liquidation, termination, or dissolution? . If the organization answered “Yes” to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ. ISA . . . . . . . . 2a 2b 2c 2d Schedule N (Form 990 or 990-EZ) (2015) Schedule N (Form 990 or 990-EZ) (2015) Part I Page Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-. 3 4a b 5 6a b c Did the organization distribute its assets in accordance with its governing instrument(s)? If “No,” describe in Part III . . . . . . . . . . . . . Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? . . . . . If “Yes,” did the organization provide such notice? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization discharge or pay all of its liabilities in accordance with state laws? . . . . . . . . . . . . . . . . . . . . . . Did the organization have any tax-exempt bonds outstanding during the year? . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 6a, did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws? If “Yes” on line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If “No” on line 6b, explain in Part III. Part II 1 2 Liquidation, Termination, or Dissolution (continued) Yes No 3 4a 4b 5 6a 6b Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization’s Assets. Complete this part if the organization answered “Yes” on Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed. (a) Description of asset(s) distributed or transaction expenses paid (b) Date of distribution (c) Fair market value of asset(s) distributed or amount of transaction expenses (d) Method of determining FMV for asset(s) distributed or transaction expenses (e) EIN of recipient (f) Name and address of recipient (g) IRC section of recipient(s) (if tax-exempt) or type of entity Yes No 2 a b c d e Did or will any officer, director, trustee, or key employee of the organization: Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . . . . . Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . . Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . . . Receive, or become entitled to, compensation or other similar payments as a result of the organization’s significant disposition of assets? . . If the organization answered “Yes” to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III . . . . . . . . . . . . . 2a 2b 2c 2d Schedule N (Form 990 or 990-EZ) (2015) Schedule N (Form 990 or 990-EZ) (2015) Part III Page 3 Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information. Schedule N (Form 990 or 990-EZ) (2015) No substantive changes were made to Schedule O for 2015. <.30/=50!8!!! "1NQL!,,'!NQ!,,'%0A# )6 33/,0,15 +/!(1-240+5 .21!5 2!'240!%%$!24!%%$#&* CA7!B[*!,0/0)++/2 .NLOKFSF!SN!OQNUIEF!IMGNQLBSINM!GNQ!QFRONMRFR!SN!ROFDIGID!PTFRSINMR!NM! 1NQL!,,'!NQ!,,'%0A!NQ!SN!OQNUIEF!BMW!BEEISINMBK!IMGNQLBSINM& "!!" "!-SSBDH!SN!1NQL!,,'!NQ!,,'%0A&!! 9Q\M^`YQZ`![R!`TQ!G^QM_aê!! !!"!4MGNQLBSINM!BCNTS!<DHFETKF!8!"1NQL!,,'!NQ!,,'%0A#!BME!ISR!IMRSQTDSINMR!IR!BS! 888".34"-17#,13/%%$"! >Z`Q^ZMX!EQbQZaQ!FQ^bUOQ! BMYQ![R!`TQ![^SMZUfMÙ[Z! 1NQ!9BOFQVNQJ!;FETDSINM!-DS!7NSIDF$!RFF!SHF!4MRSQTDSINMR!GNQ!1NQL!,,'!NQ!,,'%0A&! 8OFM!SN!9TCKID! 4MROFDSINM 0LOKNWFQ!IEFMSIGIDBSINM!MTLCFQ! 8M`*!B[*!0,+01?! <DHFETKF!8!"1NQL!,,'!NQ!,,'%0A#!")'(+#! DMSQ!!)! FOTQPaXQ!C!&<[^Y!44+![^!44+);L'!&-+,0'! BMYQ![R!`TQ![^SMZUfMÙ[Z! 0LOKNWFQ!IEFMSIGIDBSINM!MTLCFQ! <DHFETKF!8!"1NQL!,,'!NQ!,,'%0A#!")'(+#! No substantive changes were made to Schedule R for 2015. SCHEDULE R (Form 990) OMB No. 1545-0047 Related Organizations and Unrelated Partnerships 2015 a Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. Department of the Treasury Internal Revenue Service Open to Public Inspection a Attach to Form 990. a Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990. Name of the organization Part I Employer identification number Identification of Disregarded Entities Complete if the organization answered “Yes” on Form 990, Part IV, line 33. (a) Name, address, and EIN (if applicable) of disregarded entity (b) Primary activity (c) Legal domicile (state or foreign country) (d) Total income (e) End-of-year assets (f) Direct controlling entity (1) (2) (3) (4) (5) (6) Part II Identification of Related Tax-Exempt Organizations Complete if the organization answered “Yes” on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Exempt Code section (e) Public charity status (if section 501(c)(3)) (f) Direct controlling entity (g) Section 512(b)(13) controlled entity? Yes No (1) (2) (3) (4) (5) (6) (7) For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50135Y Schedule R (Form 990) 2015 Page 2 Schedule R (Form 990) 2015 Part III Identification of Related Organizations Taxable as a Partnership Complete if the organization answered “Yes” on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) Predominant income (related, unrelated, excluded from tax under sections 512-514) (f) Share of total income (g) (h) Share of end-of- Disproportionate year assets allocations? Yes No (i) Code V—UBI amount in box 20 of Schedule K-1 (Form 1065) (j) General or managing partner? (k) Percentage ownership Yes No (1) (2) (3) (4) (5) (6) (7) Part IV Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered “Yes” on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) (f) Type of entity Share of total (C corp, S corp, or trust) income (g) (h) Share of Percentage end-of-year assets ownership (i) Section 512(b)(13) controlled entity? Yes No (1) (2) (3) (4) (5) (6) (7) Schedule R (Form 990) 2015 Page 3 Schedule R (Form 990) 2015 Part V Transactions With Related Organizations Complete if the organization answered “Yes” on Form 990, Part IV, line 34, 35b, or 36. Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II–IV? a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f g h i j Dividends from related organization(s) . . . . . . . . . . . Sale of assets to related organization(s) . . . . . . . . . . . Purchase of assets from related organization(s) . . . . . . . . Exchange of assets with related organization(s) . . . . . . . . Lease of facilities, equipment, or other assets to related organization(s) k l m n o Lease of facilities, equipment, or other assets from related organization(s) . . . . . . Performance of services or membership or fundraising solicitations for related organization(s) Performance of services or membership or fundraising solicitations by related organization(s) Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . Sharing of paid employees with related organization(s) . . . . . . . . . . . . . p Reimbursement paid to related organization(s) for expenses . q Reimbursement paid by related organization(s) for expenses . r s 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes . . . . . . . . . . . . . . . 1a 1b 1c 1d 1e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f 1g 1h 1i 1j . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1k 1l 1m 1n 1o . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1p 1q No Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1s If the answer to any of the above is “Yes,” see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a) Name of related organization (b) Transaction type (a–s) (c) Amount involved (d) Method of determining amount involved (1) (2) (3) (4) (5) (6) Schedule R (Form 990) 2015 Page 4 Schedule R (Form 990) 2015 Part VI Unrelated Organizations Taxable as a Partnership Complete if the organization answered “Yes” on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN of entity (b) Primary activity (c) (d) (e) Legal domicile Predominant Are all partners (state or foreign income (related, section country) unrelated, excluded 501(c)(3) from tax under organizations? sections 512-514) Yes No (f) Share of total income (g) Share of end-of-year assets (h) (i) Disproportionate Code V—UBI amount in box 20 allocations? of Schedule K-1 (Form 1065) Yes No (j) General or managing partner? (k) Percentage ownership Yes No (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) Schedule R (Form 990) 2015 Page 5 Schedule R (Form 990) 2015 Part VII Supplemental Information Provide additional information for responses to questions on Schedule R (see instructions). Schedule R (Form 990) 2015

PwC`s Annotated 2015 Form 990

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