Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
THE CLEVELAND CLINIC FOUNDATION
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
9500 EUCLID AVENUE NO JJ19
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH44195
D Employer identification number

34-0714585
E Telephone number

G Gross receipts $ 5,874,410,911
F Name and address of principal officer:
DELOS M COSGROVE
9500 EUCLID AVENUE NO JJ19
CLEVELAND,OH44195
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CLEVELANDCLINIC.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1921
M State of legal domicile: OH
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: PATIENT CARE, RESEARCH & EDUCATION
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 34,376
6 Total number of volunteers (estimate if necessary) ............. 6 2,175
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 42,128,304
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -3,413,478
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 217,746,821 247,936,164
9 Program service revenue (Part VIII, line 2g) ......... 4,538,959,770 4,683,757,213
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 164,708,228 135,154,628
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 205,444,019 23,546,266
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 5,126,858,838 5,090,394,271
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 120,278,982 114,854,396
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,581,260,610 2,646,541,111
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 1,536,158 1,495,997
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet14,381,692    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,884,157,920 1,934,588,220
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,587,233,670 4,697,479,724
19 Revenue less expenses. Subtract line 18 from line 12....... 539,625,168 392,914,547
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 7,710,452,150 8,846,770,261
21 Total liabilities (Part X, line 26)............. 4,037,471,873 4,769,253,388
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,672,980,277 4,077,516,873
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO PROVIDE BETTER CARE OF THE SICK, INVESTIGATION OF THEIR PROBLEMS, AND FURTHER EDUCATION OF THOSE WHO SERVE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 4,183,921,079 including grants of $ 114,854,396 ) (Revenue $ 4,683,757,213 )
SEE PROGRAM SERVICE STATEMENT IN SCHEDULE O.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet4,183,921,079
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) .... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
7,171
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
2
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
34,376
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCA , CJ , GR , TU , BR , KS
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
21
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , CA , CO , FL , GA , IL , KS , KY , LA , MA , MD , MN , MS , NC , ND , NH , NJ , NM , OH , OK , OR , PA , SC , TN , UT , WA , WI , NY , NV
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletROBERT F WAITKUS

6801 BRECKSVILLE ROAD RK-85
INDEPENDENCE,OH44131 (216) 445-2526
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) COSGROVE DELOS M........................................................................
PRESIDENT, CEO
50.00
.......................  
X   X       4,112,601 0 82,650
(2) HAHN JOSEPH F........................................................................
CHIEF OF STAFF
50.00
.......................  
X   X       3,212,104 0 126,544
(3) RICH ROBERT E JR........................................................................
DIRECTOR/BOARD CHAIR
5.00
.......................  
X   X       0 0 0
(4) SCAMINACE JOSEPH M........................................................................
DIRECTOR/BOARD VICE CHAIR
5.00
.......................  
X   X       0 0 0
(5) AULETTA PATRICK V........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(6) COMMES THOMAS A........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(7) FEDELI UMBERTO P........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(8) HESSLER DAVID J........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(9) HOOVER CAROLE........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(10) JONES J STEPHEN MD........................................................................
PRES OF REGIONAL HOSP
50.00
.......................  
X           614,660 0 42,711
(11) LERNER NORMA........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(12) MACDONALD WILLIAM EIII........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(13) MCCARTAN PATRICK........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(14) MILLER PAMELA........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(15) MILLER SAMUEL........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(16) MOONEY BETH E........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(17) MORINO MARIO........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) NANCE FREDERICK........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(19) POLLOCK LARRY........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(20) REIDY WILLIAM........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(21) ROSS RONALD J........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(22) SANFORD BILL R........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(23) STARLING RANDALL MD........................................................................
VICE CHAIR CLINICAL OPS
50.00
.......................  
X           594,834 0 52,107
(24) TIMKEN WILLIAM AMB........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(25) WEISS MORRY........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(26) WEINBERG RONALD........................................................................
DIRECTOR
5.00
.......................  
X           0 0 0
(27) DICORLETO PAUL E........................................................................
CHAIR - RESEARCH INST
50.00
.......................  
    X       484,910 0 207,977
(28) GLASS STEVEN C........................................................................
CFO & TREASURER
50.00
.......................  
    X       1,085,325 0 52,360
(29) HARRINGTON MICHAEL........................................................................
CAO & CONTROLLER
50.00
.......................  
    X       600,618 0 43,904
(30) MCHUGH LINDA........................................................................
ASSISTANT SECRETARY
50.00
.......................  
    X       387,250 0 59,162
(31) MEEHAN MICHAEL........................................................................
RECORDING SECRETARY
50.00
.......................  
    X       317,113 0 77,974
(32) PEACOCK WILLIAM........................................................................
CHIEF OF OPERATIONS
50.00
.......................  
    X       898,759 0 49,607
(33) ROWAN DAVID W........................................................................
CHIEF LEGAL OFFICER
50.00
.......................  
    X       959,158 0 42,653
(34) MIHALJEVIC TOMISLAV........................................................................
CHIEF OF STAFF - CCAD
50.00
.......................  
      X     1,768,253 0 47,067
(35) LYTLE BRUCE........................................................................
INSTITUTE CHAIRMAN - HVI
50.00
.......................  
      X     4,206,638 0 -125,919
(36) HARRISON MARC A........................................................................
CEO - CCAD
50.00
.......................  
      X     1,527,312 0 47,111
(37) BRONSON DAVID L........................................................................
PRES REG HOSPS (RETIREE)
50.00
.......................  
        X   3,359,975 0 565,043
(38) COSTIN JOHN........................................................................
INSTITUTE CHAIRMAN
50.00
.......................  
        X   1,462,628 0 42,174
(39) HENDERSON J MICHAEL........................................................................
PHYSICIAN (2014 RETIREE)
50.00
.......................  
        X   2,003,971 0 219,022
(40) KOO ANNA........................................................................
PHYSICIAN (2014 RETIREE)
50.00
.......................  
        X   1,298,458 0 178,306
(41) MARTIN DANIEL........................................................................
INSTITUTE CHAIRMAN
50.00
.......................  
        X   1,314,162 0 41,034
(42) MATSEN PAUL........................................................................
FORMER KEY EMPLOYEE
50.00
.......................  
          X 946,692 0 41,198
(43) FUNG JOHN........................................................................
FORMER KEY EMPLOYEE
50.00
.......................  
          X 980,502 0 41,198
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 32,135,923 0 1,933,883
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4,459
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
SIEMENS MEDICAL SOLUTIONS INC

PO BOX 121102
DALLAS,TX75312
HEALTHCARE IT & ENGINEERING SERVICES 21,970,786
ADCOM GROUP INC

1370 WEST 6TH ST3RD FLR
CLEVELAND,OH44113
MARKETING 14,252,454
STRATEGIC INVESTMENT GROUP

1001 19TH ST N 16TH FLR
ARLINGTON,VA22209
INVESTMENT MANAGEMENT 10,601,463
TURNER CONSTRUCTION CO

1422 EUCLID AVENUE
CLEVELAND,OH44115
CONSTRUCTION SERVICES 10,169,038
SODEXO

1669 PHOENIX PARKWAY 210
COLLEGE PARK,GA30349
LAUNDRY & FOOD SERVICE 8,481,946
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet441
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 66,246,990
b Membership dues....1b  
c Fundraising events....1c 5,983,339
d Related organizations...1d 19,190
e Government grants (contributions)1e 97,356,661
f All other contributions, gifts, grants, and
similar amounts not included above
1f
78,329,984
g Noncash contributions included in lines
1a-1f:$
8,833,736
h Total. Add lines 1a-1f.......MediumBullet 247,936,164
 Program Service RevenueAmt Business Code
2a NET PATIENT SERVICES 621990 3,250,519,889 3,250,519,889    
b MEDICARE/MEDICAID PAYM 921990 1,168,169,791 1,168,169,791    
c OTHER PROGRAM SERVICES 900099 159,641,614 154,065,651 5,575,963  
d PARKING, PHONE & OTHER 812930 50,557,789     50,557,789
e MANAGEMENT FEES 561000 21,678,101 10,237,454 11,440,647  
f All other program service revenue . 33,190,029 6,478,822 26,711,207  
g Total. Add lines 2a–2f........MediumBullet 4,683,757,213
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 44,067,385     44,067,385
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 27,745,793     27,745,793
(i) Real (ii) Personal
6a Gross rents 8,896,446  
b Less: rental expenses 0  
c Rental income or (loss) 8,896,446  
d Net rental income or (loss).......MediumBullet 8,896,446     8,896,446
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 871,664,973 200,070
b Less: cost or other basis and sales expenses 775,866,372 4,911,428
c Gain or (loss) 95,798,601 -4,711,358
d Net gain or (loss)..........MediumBullet 91,087,243     91,087,243
8a Gross income from fundraising events (not including
$ 5,983,339
of contributions reported on line 1c). See Part IV, line 18 ..
a 480,290
b Less: direct expenses ...b 3,197,688
c Net income or (loss) from fundraising events..MediumBullet -2,717,398   -2,717,398
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 187,484
b Less: direct expenses ...b 41,152
c Net income or (loss) from gaming activities...MediumBullet 146,332     146,332
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a INCOME(LOSS) ON INVEST 523000 66,455,024   -1,599,513 68,054,537
b MISCELLANEOUS INCOME 525920 17,623     17,623
c FOREIGN CURRENCY 525990 -303,148     -303,148
d All other revenue .... -76,694,406     -76,694,406
e Total. Add lines 11a–11d ...... MediumBullet -10,524,907
12 Total revenue. See Instructions......MediumBullet 5,090,394,271 4,589,471,607 42,128,304 210,858,196
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 27,479,162 27,479,162
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 86,206,160 86,206,160
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 1,169,074 1,169,074
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 21,575,443 7,055,310 14,520,133  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 2,009,590 1,021,700 987,890  
7 Other salaries and wages .... 2,056,083,617 1,772,518,947 276,251,257 7,313,413
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 96,299,939 82,948,478 12,938,666 412,795
9 Other employee benefits ....... 331,320,542 286,084,520 44,515,561 720,461
10 Payroll taxes ........... 139,251,980 120,041,527 18,709,616 500,837
11 Fees for services (non-employees):        
a Management ...... 2,962,368 2,564,350 398,018  
b Legal ......... 7,416,334 6,419,890 996,444  
c Accounting ........... 1,415,561   1,415,561  
d Lobbying ........... 673,136 673,136    
e Professional fundraising services. See Part IV, line 17 1,495,997 1,495,997
f Investment management fees ...... 11,237,014   11,237,014  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 144,255,182 122,541,249 19,381,836 2,332,097
12 Advertising and promotion .... 28,084,600 24,155,136 3,773,390 156,074
13 Office expenses ....... 46,440,835 39,645,774 6,239,697 555,364
14 Information technology ...... 69,888,352 60,390,489 9,390,058 107,805
15 Royalties ..        
16 Occupancy ........... 80,989,823 70,108,193 10,881,630  
17 Travel ............ 17,989,138 15,101,630 2,416,984 470,524
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 6,702,803 5,697,648 900,575 104,580
20 Interest ........... 86,085,972 74,519,634 11,566,338  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 240,125,289 207,822,982 32,262,751 39,556
23 Insurance .............. 44,244,915 38,300,257 5,944,658  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 737,938,971 737,938,971    
b BAD DEBT EXPENSE 233,083,284 233,083,284    
c EQUIPMENT RENTAL & MAIN 79,296,548 68,616,073 10,654,125 26,350
d STATE FRANCHISE FEE 37,246,492 37,246,492    
e All other expenses 58,511,603 54,571,013 3,794,751 145,839
25 Total functional expenses. Add lines 1 through 24e 4,697,479,724 4,183,921,079 499,176,953 14,381,692
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 144,385,551 1 166,965,561
2 Savings and temporary cash investments ......... 40,799,159 2 17,158,815
3 Pledges and grants receivable, net ........... 198,702,463 3 188,417,278
4 Accounts receivable, net ............. 605,894,804 4 607,448,000
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
5,079,818 5 5,559,617
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 14,830,950 7 10,578,038
8 Inventories for sale or use .............. 67,589,481 8 77,523,678
9 Prepaid expenses and deferred charges .......... 26,361,790 9 27,929,428
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,028,868,094
b Less: accumulated depreciation ..... 10b 2,576,391,433 2,293,086,706 10c 2,452,476,661
11 Investments—publicly traded securities .......... 1,977,560,538 11 2,534,524,488
12 Investments—other securities. See Part IV, line 11 ..... 1,898,881,254 12 2,147,730,157
13 Investments—program-related. See Part IV, line 11 ..... 12,000,000 13 12,000,000
14 Intangible assets ............... 19,999,978 14 40,954,051
15 Other assets. See Part IV, line 11 ........... 405,279,658 15 557,504,489
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 7,710,452,150 16 8,846,770,261
Liabilities 17 Accounts payable and accrued expenses ......... 556,325,843 17 631,326,929
18 Grants payable ................. 381,156 18 179,000
19 Deferred revenue ................ 91,419,722 19 95,949,754
20 Tax-exempt bond liabilities ............. 2,203,763,294 20 2,482,496,424
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 556,389 23 90,013,960
24 Unsecured notes and loans payable to unrelated third parties .... 91,495,953 24 97,503,999
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 1,093,529,516 25 1,371,783,322
26 Total liabilities. Add lines 17 through 25......... 4,037,471,873 26 4,769,253,388
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 3,084,837,596 27 3,451,744,024
28 Temporarily restricted net assets ........... 359,383,725 28 385,941,764
29 Permanently restricted net assets ........... 228,758,956 29 239,831,085
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 3,672,980,277 33 4,077,516,873
34 Total liabilities and net assets/fund balances ........ 7,710,452,150 34 8,846,770,261
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
5,090,394,271
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,697,479,724
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
392,914,547
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
3,672,980,277
5
Net unrealized gains (losses) on investments ...............
5
16,128,351
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
356,000
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-4,862,302
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
4,077,516,873
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 232,934,775 230,990,120 231,877,777 217,746,821 247,936,164 1,161,485,657
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 232,934,775 230,990,120 231,877,777 217,746,821 247,936,164 1,161,485,657
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4. 1,161,485,657
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 232,934,775 230,990,120 231,877,777 217,746,821 247,936,164 1,161,485,657
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 60,905,407 69,661,664 73,634,612 81,291,626 78,908,086 364,401,395
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 55,216,434 17,682,076 73,659,562 169,623,102 66,618,979 382,800,153
11 Total support Add lines 7 through 10. 1,908,687,205
12
12
20,689,045,351
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
60.850 %
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INCOMELOSS ON INVESTMENTS - 2010 AMOUNT: $ 54,359,133. 2011 AMOUNT: $ 17,682,031. 2012 AMOUNT: $ 73,581,934. 2013 AMOUNT: $ 105,143,245. 2014 AMOUNT: $ 66,455,024. FOREIGN CURRENCY - 2010 AMOUNT: $ 857,301. 2012 AMOUNT: $ 77,628. MISCELLANEOUS INCOME - 2011 AMOUNT: $ 45. 2014 AMOUNT: $ 17,623. GROSS INCOME FROM GAMING - 2013 AMOUNT: $ 19,855. 2014 AMOUNT: $ 146,332. DERIVATIVE INCOME - 2013 AMOUNT: $ 64,077,165. CANCELLATION OF DEBT - 2013 AMOUNT: $ 382,837.
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
5,262
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
558,629
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
82,560
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
26,685
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
673,136
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C - PART II-B, LINES 1B-1I PART II-B 1B PAID STAFF OR MANAGEMENT - REPRESENTS ACTIVITIES DESCRIBED IN PART II-B LINES 1C-1I CONDUCTED BY MEMBERS OF THE CCF GOVERNMENT RELATIONS OFFICE PART II-B 1D MAILINGS TO MEMBERS, LEGISLATORS, OR THE PUBLIC - REPRESENTS LETTERS SENT TO LEGISLATORS AND ORGANIZATIONS ON VARIOUS HEALTHCARE RELATED TOPICS AND ISSUES PART II-B 1F GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES - REPRESENTS PAYMENT TO CERTAIN ORGANIZATIONS FOR LOBBYING SERVICES AS WELL AS PAYMENT OF DUES TO CERTAIN ORGANIZATIONS WHERE A PORTION OF THE DUES ARE USED TO CONDUCT LOBBYING ACTIVITIES PART II-B 1G DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY - REPRESENTS MEETINGS WITH AND TOURS CONDUCTED FOR LEGISLATORS AND/OR THEIR STAFF MEMBERS PART II-B 1H RALLIES, DEMONSTRATIONS, SEMINARS, CONVENTIONS, SPEECHES, LECTURES, OR ANY SIMILAR MEANS - REPRESENTS ORGANIZATION OF AND PARTICIPATION IN TRADE ASSOCIATION MEETINGS AND CONFERENCES
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a 1
b Total acreage restricted by conservation easements .................. 2b 36.50
c Number of conservation easements on a certified historic structure included in (a) ..... 2c 0
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d 0
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet0
4
Number of states where property subject to conservation easement is located SchDMd Bullet1
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet50.00
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $ 7,500
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 243,662,812 206,890,438 174,481,177 160,993,688 135,618,081
b Contributions ........ 8,934,335 18,444,444 12,707,046 11,644,587 12,450,683
c Net investment earnings, gains, and losses 14,503,200 24,356,278 21,848,808 3,337,378 15,709,374
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
7,670,162 6,028,347 2,146,594 1,494,476 2,784,450
f Administrative expenses ....          
g End of year balance ...... 258,255,184 243,662,812 206,890,438 174,481,177 160,993,688
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   183,204,423 183,204,423
b Buildings ................   2,834,479,784 1,383,581,186 1,450,898,598
c Leasehold improvements ............   76,638,587 53,573,935 23,064,652
d Equipment ................   1,565,600,385 1,067,010,212 498,590,173
e Other .................   368,944,915 72,226,100 296,718,815
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,452,476,661
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) HEDGE FUNDS
1,355,476,827 F

(B) PRIVATE EQUITY
434,797,404 F

(C) REAL ESTATE
357,455,926 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 2,147,730,157
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) UNAMORTIZED FINANCING COSTS 23,778,681
(2) OTHER ASSETS 148,868,393
(3) PERPETUAL & BENEFICIAL TRUSTS 56,670,367
(4) INVESTMENT IN AFFILIATES 171,707,995
(5) DUE FROM AFFILIATES 156,479,053




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 557,504,489
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
ACCRUED PENSION 587,034,237
OTHER LIABILITIES 82,564,465
ACCRUED BENEFITS 169,211,271
FUTURE GIFT ANNUITY PAYMENTS 8,556,810
DEFERRED ANNUITY TRUST 720,081
INTEREST RATE SWAPS 152,395,143
UNAMORTIZED BOND PREMIUM 56,407,424
DUE TO AFFILIATES 314,893,891

Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,371,783,322
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE CLEVELAND CLINIC HEALTH SYSTEM'S AUDITED FINANCIAL STATEMENTS ARE REPORTED ON A CONSOLIDATED BASIS, INCLUDING EXEMPT, TAXABLE, AND FOREIGN ENTITIES TO WHICH THE ASC 740-10 LIABILITY RELATES. THE ASC 740-10 FOOTNOTE ON THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE CLEVELAND CLINIC HEALTH SYSTEM READS AS FOLLOWS: AT DECEMBER 31, 2014 AND 2013, THE LIABILITY FOR UNCERTAINTY IN INCOME TAXES WAS $9.7 MILLION AND $10.8 MILLION, RESPECTIVELY. THE SYSTEM DOES NOT EXPECT A SIGNIFICANT INCREASE OR DECREASE IN UNRECOGNIZED TAX BENEFITS WITHIN THE NEXT 12 MONTHS. THE SYSTEM RECOGNIZES INTEREST AND PENALTIES ACCRUED RELATED TO THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS.
PART V, LINE 4 THE ENDOWMENT FUNDS OF CLEVELAND CLINIC FOUNDATION ARE USED IN FURTHERANCE OF ITS EXEMPT PURPOSE. SPECIFICALLY, THESE FUNDS ARE USED FOR EDUCATION, RESEARCH, AND PATIENT CARE.
PART II, LINE 9 THE CONSERVATION COVENANT REPORTED IN PART II IS RELATED TO WETLANDS LOCATED ON THE CLEVELAND CLINIC HEALTH SYSTEM'S PROPERTY IN TWINSBURG, OHIO. THE EASEMENT IS NOT REQUIRED TO BE REPORTED ON THE BALANCE SHEET SEPARATE FROM THE VALUE OF THE LAND. EXPENSES TO MONITOR, INSPECT, AND PROTECT THIS LAND ARE REFLECTED IN THE STATEMENT OF EXPENSES.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA & THE CARRIBEAN 0 0 PROGRAM SERVICES WHOLLY-OWNED FOREIGN INSURANCE COMPANY 37,594,894
NORTH AMERICA 0 0 PROGRAM SERVICES WHOLLY-OWNED FOREIGN SUBSIDARY THAT OPERATES A MEDICAL CLINIC IN TORONTO, CANADA  
EUROPE 2 2 PROGRAM SERVICES PROMOTION OF HEALTHCARE 187,235
MIDDLE EAST & NORTH AFRICA 0 5 UNRELATED BUSINESS   3,457,350
CENTRAL AMERICA & THE CARRIBEAN 0 0 FUNDRAISING    
EAST ASIA & THE PACIFIC 0 0 FUNDRAISING    
EUROPE 0 0 FUNDRAISING   47,450
MIDDLE EAST & NORTH AFRICA 0 0 FUNDRAISING   47,160
NORTH AMERICA 0 0 FUNDRAISING   10,080
SOUTH AMERICA 0 0 FUNDRAISING    
SOUTH ASIA 0 0 FUNDRAISING    
SUB-SAHARAN AFRICA 0 0 FUNDRAISING    
CENTRAL AMERICA & THE CARRIBEAN 0 0 INVESTMENTS   711,567,130
EUROPE 0 0 INVESTMENTS   275,580,360
NORTH AMERICA 0 0 INVESTMENTS   49,582,119
           
           
3a Sub-total ..... 2 7 41,334,089
b Total from continuation sheets to Part I ... 0 0 1,036,739,689
c Totals (add lines 3a and 3b) 2 7 1,078,073,778
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
NORTH AMERICA RESEARCH 189,724 CHECK      
EUROPE RESEARCH 123,243 CHECK      
EUROPE RESEARCH 97,779 CHECK      
EUROPE RESEARCH 92,686 CHECK      
EAST ASIA RESEARCH 78,904 CHECK      
EAST ASIA RESEARCH 62,500 CHECK      
EUROPE RESEARCH 50,000 CHECK      
SOUTH ASIA RESEARCH 49,168 CHECK      
NORTH AMERICA RESEARCH 47,187 CHECK      
EUROPE RESEARCH 39,835 CHECK      
EUROPE RESEARCH 36,960 CHECK      
NORTH AMERICA RESEARCH 30,935 CHECK      
NORTH AMERICA RESEARCH 25,200 CHECK      
EUROPE RESEARCH 22,219 CHECK      
SOUTH ASIA RESEARCH 10,000 CHECK      
NORTH AMERICA RESEARCH 7,500 CHECK      
EUROPE RESEARCH 5,950 CHECK      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
12
3
Enter total number of other organizations or entities .......................MediumBullet
7
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
RESEARCH EUROPE 2 114,710 CHECK      
RESEARCH SOUTH AMERICA 2 33,800 CHECK      
RESEARCH NORTH AMERICA 1 10,500 CHECK      
RESEARCH EAST ASIA 2 15,250 CHECK      
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 2: A MAJORITY OF THE RESEARCH GRANTS PROVIDED TO FOREIGN ORGANIZATIONS ARE PART OF A NATIONAL INSTITUTES OF HEALTH OR FEDERALLY FUNDED PROGRAM. AS SUCH, THE FOREIGN ORGANIZATION IS REQUIRED TO MEET AND ADHERE TO FEDERAL GRANT REPORTING REQUIREMENTS WITH RESPECT TO THE USE OF THE FUNDS ON AN ON-GOING BASIS IN ORDER TO BE ELIGIBLE TO PARTICIPATE OR CONTINUE TO PARTICIPATE IN THE RESEARCH STUDY. FOR THOSE GRANTS THAT ARE NOT FEDERALLY FUNDED, A CONTRACT EXISTS WITH THE FOREIGN GRANTEE ORGANIZATION THAT ESTABLISHES HOW THE FUNDS ARE TO BE USED AND REQUIRES CERTAIN REPRESENTATIONS AND ACCOUNTING REGARDING THEIR USE. CLEVELAND CLINIC MAINTAINS OVERSIGHT OF THESE GRANTS AND REGULARLY MONITORS THEIR COMPLIANCE WITH EITHER THE FEDERAL REGULATIONS OR THE CONTRACT PROVISIONS.
PART I, LINE 3: THE ACCRUAL METHOD IS USED TO ACCOUNT FOR EXPENDITURES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
RR DONNELLEY
111 SOUTH WACKER DRIVE
 
CHICAGO, IL60606
DIRECT MAIL   No 960,293 975,886 -15,593
 
CONVIO INC
11501 DOMAIN DR STE 200
 
AUSTIN, TX78758
INTERNET   No 673,164 138,365 534,799
 
HARRIS CONNECT
1511 ROUTE 22 STE C-25
 
BREWSTER, NY10509
PHONE SOLICITATION   No 205,310 363,771 -158,461
 
GRENZEBACH GLIER
401 N MICHIGAN AVE STE 2800
 
CHICAGO, IL60611
FUNDRAISING CONSULTANT   No 0 17,975 -17,975
             
             
             
             
             
             
Total .................right arrow 1,838,767 1,495,997 342,770
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WV, WI
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

CARES GALA
(event type)
(b) Event #2

VELOSANO
(event type)
(c) Other events

2
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 1,320,977 3,713,940 1,428,712 6,463,629
2 Less: Contributions . . 1,038,685 3,614,840 1,329,814 5,983,339
3 Gross income (line 1
minus line 2) . . .
282,292 99,100 98,898 480,290
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 137,573 110,276 39,862 287,711
7 Food and beverages . 154,941 156,463 140,446 451,850
8 Entertainment . . . 313,427 50,880 16,100 380,407
9 Other direct expenses . 168,755 1,648,841 260,124 2,077,720
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 3,197,688
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -2,717,398
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .     187,484 187,484
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .     31,665 31,665
4 Rent/facility costs . . .        
5 Other direct expenses . .     9,487 9,487
6 Volunteer labor . . .
%
%
100.000 %
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 41,152
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow 146,332
9
Enter the state(s) in which the organization conducts gaming activities: OH
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
THE STATE OF OHIO DOES NOT REQUIRE A LICENSE FOR A RAFFLE CONDUCTED BY AN IRC SECTION 501(C)(3) ORGANIZATION.
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
50.000 %
b
An outside facility ........................
13b
50.000 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
ROBERT F WAITKUS
Address right arrow
9500 EUCLID AVE JJ-19
CLEVELAND,OH44195
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
NA
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) ..
    66,411,696   66,411,696 1.490 %
b Medicaid (from Worksheet 3,
column a) ....
    453,223,390 307,027,986 146,195,404 3.270 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
           
d Total Financial Assistance
and Means-Tested
Government Programs .
    519,635,086 307,027,986 212,607,100 4.760 %
Other Benefits
    24,818,654 820 24,817,834 0.560 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    215,214,286 28,583,732 186,630,554 4.180 %
g Subsidized health services
(from Worksheet 6) ..
    10,781,010 7,360,699 3,420,311 0.080 %
h Research (from Worksheet 7)     198,692,310 128,794,547 69,897,763 1.570 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    10,987,973 521,464 10,466,509 0.230 %
j Total. Other Benefits ..     460,494,233 165,261,262 295,232,971 6.620 %
k Total. Add lines 7d and 7j .     980,129,319 472,289,248 507,840,071 11.380 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     12,849   12,849 0 %
2 Economic development     2,327   2,327 0 %
3 Community support     517,859   517,859 0.010 %
4 Environmental improvements     62,391   62,391 0 %
5 Leadership development and training for community members     1,628   1,628 0 %
6 Coalition building     40,825   40,825 0 %
7 Community health improvement advocacy     15,229   15,229 0 %
8 Workforce development     698   698 0 %
9 Other     0      
10 Total     653,806   653,806 0.010 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
233,597,950
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
543,102,271
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
547,354,033
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-4,251,762
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 THE CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUE
CLEVELAND,OH44195
WWW.CLEVELANDCLINIC.ORG
OH STATE ID 1151AHR
X X X X   X X      
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
THE CLEVELAND CLINIC FOUNDATION
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): WWW.CLEVELANDCLINIC.ORG
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

THE CLEVELAND CLINIC FOUNDATION
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

THE CLEVELAND CLINIC FOUNDATION
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 5: A THIRD PARTY CONSULTANT WAS ENGAGED TO FACILITATE A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA"). INPUT FROM PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY WAS TAKEN INTO ACCOUNT VIA INFORMATION INTERVIEW SESSIONS. INTERVIEWS INCLUDED INDIVIDUALS WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH; THE LOCAL PUBLIC HEALTH DEPARTMENT; AGENCIES WITH CURRENT DATA OR INFORMATION ABOUT THE HEALTH NEEDS OF THE COMMUNITY; AND LEADERS, REPRESENTATIVES, AND MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS, AND POPULATIONS WITH CHRONIC DISEASE NEEDS.
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 6A: CLEVELAND CLINIC FOUNDATION MAIN CAMPUS COLLABORATED WITH OTHER CLEVELAND CLINIC HEALTH SYSTEM HOSPITALS, INCLUDING: CLEVELAND CLINIC CHILDREN'S HOSPITAL, CLEVELAND CLINIC CHILDREN'S HOSPITAL FOR REHABILITATION, EUCLID HOSPITAL, FAIRVIEW HOSPITAL, HILLCREST HOSPITAL, LAKEWOOD HOSPITAL, LUTHERAN HOSPITAL, MARYMOUNT HOSPITAL, MEDINA HOSPITAL, SOUTH POINTE HOSPITAL, AND CLEVELAND CLINIC FLORIDA HEALTH SYSTEM.
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 11: PLEASE SEE THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY LOCATED ON WWW.CLEVELANDCLINIC.ORG FOR A DETAILED EXPLANATION AS TO WHICH SIGNIFICANT NEEDS ARE BEING ADDRESSED AND HOW THOSE NEEDS ARE BEING ADDRESSED.THE CLEVELAND CLINIC FOUNDATION IDENTIFIED THE FOLLOWING NEEDS IN THE CHNA THAT HAVE NOT BEEN ADDRESSED: ACCESS TO COMMUNITY SERVICES - THIS NEED RELATES TO THE AVAILABILITY AND AWARENESS OF COMMUNITY SERVICES COVERED BY GOVERNMENTAL AND NON-PROFIT ORGANIZATIONS UNRELATED TO THE CLEVELAND CLINIC. ALTHOUGH IMPORTANT AND MAY IMPACT A PERSON'S HEALTH STATUS, THIS NEED DOES NOT RELATE DIRECTLY TO THE DELIVERY OF HEALTH CARE AND/OR IS A NEED GOVERNMENTAL OR OTHER AGENCIES HAVE THE EXPERTISE NECESSARY TO ADDRESS.ECONOMIC AND COMMUNITY DEVELOPMENT - THIS NEED INCLUDES MORE HOUSING OPTIONS, READILY ACCESSIBLE TRANSPORTATION AND GROCERY STORES, AND BETTER EMPLOYMENT AND CRIME RATES. CLEVELAND CLINIC CANNOT FOCUS OR OTHERWISE ADDRESS THE NEED FOR TRANSPORTATION OR OTHER COMMUNITY SERVICE UNRELATED TO THE DELIVERY OF HEALTHCARE. ALTHOUGH CLEVELAND CLINIC IS NOT DIRECTLY INVOLVED WITH DEVELOPING COMMUNITY INFRASTRUCTURE AND IMPROVING THE ECONOMY, IT DOES AND WILL CONTINUE TO SUPPORT LOCAL CHAMBERS OF COMMERCE AND COMMUNITY DEVELOPMENT ORGANIZATIONS, COLLABORATE WITH LEADERS OF REGIONAL ECONOMIC IMPROVEMENT AND PROVIDE IN-KIND DONATION OF TIME, SKILL AND/OR SPONSORSHIP TO SUPPORT EFFORTS IN THESE AREAS.
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 13B: PATIENTS WHO DO NOT MEET FINANCIAL CRITERIA FOR ASSISTANCE BASED ON FEDERAL POVERTY LEVEL MAY NONETHELESS QUALIFY FOR ASSISTANCE IF THEIR MEDICAL EXPENSES EXCEED 25% OF THEIR ANNUAL FAMILY INCOME.
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 15E: IN ADDITION TO APPLYING BY COMPLETING A FINANCIAL ASSISTANCE APPLICATION, PATIENTS MAY BE EVALUATED UPON SCHEDULING OR PRIOR TO ADMISSION BY CCHS. UNINSURED PATIENTS THAT CCHS DETERMINES THROUGH THIRD PARTY VERIFICATION SOURCES TO HAVE ANNUAL FAMILY INCOME UNDER 400% OF THE FEDERAL POVERTY GUIDELINES WILL BE DEEMED ELIGIBLE AND NOTIFIED AS SUCH IN WRITING. IF THE PATIENT BELIEVES THEY QUALIFY FOR ADDITIONAL ASSISTANCE, THEY MAY SUBMIT A COMPLETED APPLICATION FOR CONSIDERATION.
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 16I: INFORMING THE PUBLIC THAT FINANCIAL ASSISTANCE IS AVAILABLE IS AN IMPORTANT ELEMENT OF OUR FINANCIAL ASSISTANCE PROGRAM AND THE CLEVELAND CLINIC CONTINUOUSLY STRIVES TO IMPROVE ITS COMMUNICATIONS WITH PATIENTS ON THE AVAILABILITY OF FINANCIAL ASSISTANCE. INFORMATION ABOUT THE FINANCIAL ASSISTANCE POLICY IS AVAILABLE ON THE CLEVELAND CLINIC WEBSITE. PATIENT BILLS INCLUDE DETAILED INFORMATION REGARDING THE FINANCIAL ASSISTANCE POLICY. A PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY IS AVAILABLE THROUGHOUT CCF, INCLUDING IN PATIENT REGISTRATION AREAS, ONLINE, AND WITH FINANCIAL COUNSELORS WHO ARE PRESENT ON-SITE AT EACH CLEVELAND CLINIC HOSPITAL AND OHIO FAMILY HEALTH CENTER TO ASSIST PATIENTS IN QUALIFYING FOR GOVERNMENTAL ASSISTANCE PROGRAMS AND FINANCIAL ASSISTANCE. A DESCRIPTION OF THE POLICY IS ALSO INCLUDED IN OUR INSURANCE AND BILLING INFORMATION PATIENT BROCHURE, WHICH IS AVAILABLE AT REGISTRATION DESKS WITH FINANCIAL COUNSELORS.
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 20E: IN ADDITION TO ITEMS LISTED IN 20A-D, CCHS NOTIFIES INDIVIDUALS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE IN COMMUNICATIONS WITH PATIENTS ABOUT APPOINTMENT REMINDERS, IN THEIR DISCHARGE SUMMARY, IN THE ON HOLD MESSAGE IF THEY CALL CUSTOMER SERVICE, AND ON WEB PAGES INCLUDING THE ONLINE BILL PAY PORTAL.
PART V, SECTION B, LINE 16 FINANCIAL ASSISTANCE POLICY WEBSITE AVAILABILITY
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 16A WEBSITE: WWW.CLEVELANDCLINIC.ORG
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 16B WEBSITE: WWW.CLEVELANDCLINIC.ORG
THE CLEVELAND CLINIC FOUNDATION PART V, SECTION B, LINE 16C WEBSITE: WWW.CLEVELANDCLINIC.ORG
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?113
Name and address Type of Facility (describe)
1 RICHARD E JACOBS HEALTH CENTER
33100 CLEVELAND CLINIC BOULEVARD
AVON,OH44011
FAMILY HEALTH CENTER
2 BEACHWOOD FAMILY HEALTH & SURGERY CENTER
26900 CEDAR ROAD
BEACHWOOD,OH44122
FAMILY HEALTH CENTER
3 TWINSBURG FAMILY HEALTH & SURGERY CENTER
8701 DARROW ROAD
TWINSBURG,OH44087
FAMILY HEALTH CENTER
4 STRONGSVILLE FAMILY HEALTH & SURGERY CEN
16761 SOUTH PARK CENTER
STRONGSVILLE,OH44136
FAMILY HEALTH CENTER
5 LORAIN FAMILY HEALTH & SURGERY CENTER
5700 COOPER FOSTER PARK ROAD
LORAIN,OH44053
FAMILY HEALTH CENTER
6 INDEPENDENCE FAMILY HEALTH CENTER
5001 ROCKSIDE RD CROWN CENTRE II
INDEPENDENCE,OH44131
FAMILY HEALTH CENTER
7 WILLOUGHBY HILLS FAMILY HEALTH CENTER
2550 2570 SOM CENTER ROAD
WILLOUGHBY HILLS,OH44094
FAMILY HEALTH CENTER
8 CLEVELAND CLINIC CANCER CENTERS
417 QUARRY LAKES DRIVE
SANDUSKY,OH44870
OUTPATIENT PHYSICIAN CLINIC
9 CLEVELAND CLINIC CANCER CENTERS
1125 ASPIRA COURT
MANSFIELD,OH44906
OUTPATIENT PHYSICIAN CLINIC
10 ELYRIA FAMILY HEALTH & SURGERY CENTER
303 CHESTNUT COMMONS DRIVE
ELYRIA,OH44035
FAMILY HEALTH CENTER
11 BRUNSWICK FAMILY HEALTH CENTER
3574 CENTER ROAD
BRUNSWICK,OH44212
FAMILY HEALTH CENTER
12 SOLON FAMILY HEALTH CENTER
29800 BAINBRIDGE ROAD
SOLON,OH44139
FAMILY HEALTH CENTER
13 CHAGRIN FALLS FAMILY HEALTH CENTER
551 EAST WASHINGTON STREET
CHAGRIN FALLS,OH44022
FAMILY HEALTH CENTER
14 AVON POINTE FAMILY HEALTH CENTER
36901 AMERICAN WAY
AVON,OH44011
FAMILY HEALTH CENTER
15 STEPHANIE TUBBS JONES HEALTH CENTER
13944 EUCLID AVENUE
EAST CLEVELAND,OH44112
FAMILY HEALTH CENTER
16 NORTH OLMSTED PATIENT TESTING CENTER
24700 LORAIN AVENUE
NORTH OLMSTED,OH44070
OUTPATIENT PHYSICIAN CLINIC
17 AVON LAKE FAMILY HEALTH CENTER
450 AVON-BELDEN ROAD
AVON LAKE,OH44012
FAMILY HEALTH CENTER
18 OHIO RENAL CARE GROUP PDHOME DIALYSIS P
11203 STOKES BOULEVARD
CLEVELAND,OH44104
DIALYSIS CENTER & DIAGNOSTIC CENTER
19 LYNDHURST CAMPUS
1950 RICHMOND ROAD
LYNDHURST,OH44124
OUTPATIENT PHYSICIAN CLINIC
20 MENTOR MEDICAL OFFICE
7060 WAYSIDE DRIVE
MENTOR,OH44060
OUTPATIENT PHYSICIAN CLINIC
21 CCF GASTROENTEROLOGY
5900 LANDERBROOK DRIVE
MAYFIELD HEIGHTS,OH44124
OUTPATIENT PHYSICIAN CLINIC
22 ASHLAND OPHTHALMOLOGYSUGARBUSH EYE AND
21 SUGARBUSH COURT
ASHLAND,OH44805
OUTPATIENT PHYSICIAN CLINIC
23 CLEVELAND CLINIC CANCER CENTER
509 W MCPHERSON HIGHWAY
CLYDE,OH43410
OUTPATIENT PHYSICIAN CLINIC
24 LAKEWOOD FAMILY HEALTH CENTER
16215 MADISON AVENUE
LAKEWOOD,OH44107
FAMILY HEALTH CENTER
25 MIDDLEBURG HEIGHTS ORTHOPAEDICS
7010 ENGLE ROAD SUITE 105
MIDDLEBURG HEIGHTS,OH44130
OUTPATIENT PHYSICIAN CLINIC
26 MADISON MEDICAL OFFICE
2999 MCMACKIN ROAD
MADISON,OH44057
OUTPATIENT PHYSICIAN CLINIC
27 OHIO RENAL CARE GROUP WEST
14670 SNOW ROAD
BROOKPARK,OH44142
DIALYSIS CENTER
28 COMMUNITY PEDIATRICS
2001 CROCKER ROAD 520
WESTLAKE,OH44145
OUTPATIENT PHYSICIAN CLINIC
29 CLEVELAND CLINIC UROLOGICAL INSTITUTE
20997 LORAIN
FAIRVIEW PARK,OH44126
OUTPATIENT PHYSICIAN CLINIC
30 WILLOUGHBY HILLS BEHAVIORAL HEALTH
2785 SOM CENTER ROAD
WILLOUGHBY HILLS,OH44094
OUTPATIENT PHYSICIAN CLINIC
31 COMMUNITY PEDIATRICS
8254 MAYFIELD ROAD SUITE 1
CHESTERLAND,OH44026
OUTPATIENT PHYSICIAN CLINIC
32 WOOSTER FAMILY HEALTH CENTER
1740 CLEVELAND ROAD
WOOSTER,OH44691
FAMILY HEALTH CENTER
33 CLEVELAND EAR NOSE THROAT & ALLERGY CE
6707 POWERS BLVD STE 202 202A
PARMA,OH44129
OUTPATIENT PHYSICIAN CLINIC
34 LORAIN ORTHOPAEDICS
5275 NORTH ABBE ROAD
ELYRIA,OH44035
OUTPATIENT PHYSICIAN CLINIC
35 MARYMOUNT REHABILITATION AND SPORTS THER
2525 EAST ROYALTON ROAD
BROADVIEW HEIGHTS,OH44147
OUTPATIENT PHYSICIAN CLINIC
36 OHIO RENAL CARE GROUP FARNSWORTH
3764 PEARL RD
CLEVELAND,OH44109
DIALYSIS CENTER
37 OHIO RENAL CARE GROUP OF NORTH RANDALL
4750 NORTHFIELD ROAD
NORTH RANDALL,OH44128
DIALYSIS CENTER
38 OHIO RENAL CARE GROUP SOLON
6020 ENTERPRISE PARKWAY
SOLON,OH44139
DIALYSIS CENTER
39 OHIO RENAL CARE GROUP EUCLID
26450 EUCLID AVENUE
EUCLID,OH44132
DIALYSIS CENTER
40 OHIO RENAL CARE GROUP ELYRIA
1050 N ABBE RD N
ELYRIA,OH44035
DIALYSIS CENTER
41 NORTH RIDGEVILLE MEDICAL OFFICE
35105 CENTER RIDGE ROAD
NORTH RIDGEVILLE,OH44039
OUTPATIENT PHYSICIAN CLINIC
42 CHARDON REHABILITATION AND SPORTS THERAP
325 CENTER STREET
CHARDON,OH44024
OUTPATIENT PHYSICIAN CLINIC
43 CANFIELD ORTHOPAEDICS AND REHABILITATION
3736 BOARDMAN CANFIELD ROAD
CANFIELD,OH44406
OUTPATIENT PHYSICIAN CLINIC
44 LORAIN KOLCZUN ORTHOPAEDICS
5800 COOPER FOSTER PARK ROAD
LORAIN,OH44053
OUTPATIENT PHYSICIAN CLINIC
45 WELLINGTON MEDICAL OFFICE
805 PATRIOT DRIVE UNIT E
WELLINGTON,OH44090
OUTPATIENT PHYSICIAN CLINIC
46 COMMUNITY PEDIATRICS
7200 CENTER STREET SUITE 200
MENTOR,OH44077
OUTPATIENT PHYSICIAN CLINIC
47 OHIO RENAL CARE GROUP WADSWORTH
1160 WILLIAMS RESERVE BLVD
WADSWORTH,OH44281
DIALYSIS CENTER
48 OBERLIN OPHTHALMOLOGYLAKELAND EYE
309 WEST LORAIN STREET
OBERLIN,OH44074
OUTPATIENT PHYSICIAN CLINIC
49 MOHICAN EYE CENTER - PARK AVENUE VISION
484 PARK AVENUE WEST
MANSFIELD,OH44906
OUTPATIENT PHYSICIAN CLINIC
50 OHIO RENAL CARE GROUP OHIO ACUTES
2500 METROHEALTH BLVD
CLEVELAND,OH44109
DIALYSIS CENTER
51 SUGARBUSH EYE AND LASER CENTER
1456 PARK AVENUE WEST SUITE P
MANSFIELD,OH44906
OUTPATIENT PHYSICIAN CLINIC
52 OHIO RENAL CARE GROUP WESTLAKE
26024 DETROIT AVENUE
WESTLAKE,OH44145
DIALYSIS CENTER
53 MOHICAN EYE CENTER
637 NORTH UNION STREET
LOUDONVILLE,OH44842
OUTPATIENT PHYSICIAN CLINIC
54 OHIO RENAL CARE GROUP LAKEWOOD
13900 DETROIT RD
LAKEWOOD,OH44109
DIALYSIS CENTER
55 OHIO RENAL CARE GROUP MENTOR
8840 TYLER BLVD
MENTOR,OH44060
DIALYSIS CENTER
56 CLEVELAND CLINIC PEDIATRIC CARDIOLOGY
4848 HIGBEE AVENUE NW
CANTON,OH44718
OUTPATIENT PHYSICIAN CLINIC
57 COMMUNITY PEDIATRICS
1 MEMORY LANE
WESTLAKE,OH44145
OUTPATIENT PHYSICIAN CLINIC
58 INDEPENDENCE CANCER CENTER
6100 WEST CREEK ROAD
INDEPENDENCE,OH44131
OUTPATIENT PHYSICIAN CLINIC
59 THE LANGSTON HUGHES CENTER CLEVELAND CLI
2390 E 79TH ST
CLEVELAND,OH44104
OUTPATIENT PHYSICIAN CLINIC
60 SUPERIOR MEDICAL AMHERST FAMILY HEALTH C
5172 LEAVITT ROAD
LORAIN,OH44053
OUTPATIENT PHYSICIAN CLINIC
61 SUPERIOR MEDICAL SHEFFIELD FAMILY HEALTH
5334 MEADOW LANE CT
SHEFFIELD VILLAGE,OH44035
OUTPATIENT PHYSICIAN CLINIC
62 ACCESS TO CARE
29000 AURORA ROAD
SOLON,OH44139
OUTPATIENT PHYSICIAN CLINIC
63 ASHTABULA COUNTY MEDICAL CENTER
2422 LAKE AVENUE
ASHTABULA,OH44004
OUTPATIENT PHYSICIAN CLINIC
64 BOARDMAN STAR IMAGING
7067 TIFFANY BOULEVARD
BOARDMAN,OH44512
DIAGNOSTIC CENTER
65 CCF GASTROENTEROLOGY
3700 PARK EAST DRIVE
BEACHWOOD,OH44122
OUTPATIENT PHYSICIAN CLINIC
66 CCF GASTROENTEROLOGY
7530 FREDLE DRIVE
CONCORD,OH44077
OUTPATIENT PHYSICIAN CLINIC
67 CENTER FOR ARTHRITIS
1716 NORTH ROAD SE
WARREN,OH44484
OUTPATIENT PHYSICIAN CLINIC
68 CLEVELAND CLINIC ADMINISTRATIVE CAMPUS
3275 SCIENCE PARK DRIVE BLDG 5
BEACHWOOD,OH44122
OUTPATIENT PHYSICIAN CLINIC
69 CLEVELAND CLINIC CHILDREN'S HOSPITAL
981 WOOSTER ROAD
MILLERSBURG,OH44654
OUTPATIENT PHYSICIAN CLINIC
70 CLEVELAND CLINIC CHILDREN'S HOSPITAL
7007 POWERS BOULEVARD STE 201
PARMA,OH44129
OUTPATIENT PHYSICIAN CLINIC
71 CLEVELAND CLINIC CHILDREN'S HOSPITAL
1753 EAST MARKET STREET
WARREN,OH44483
OUTPATIENT PHYSICIAN CLINIC
72 CLEVELAND CLINIC FAMILY MEDICINE
11709 LORAIN AVENUE
CLEVELAND,OH44111
OUTPATIENT PHYSICIAN CLINIC
73 CLEVELAND CLINIC FAMILY MEDICINE BEACHC
19300 DETROIT AVENUE
ROCKY RIVER,OH44116
OUTPATIENT PHYSICIAN CLINIC
74 CLEVELAND CLINIC FAMILY MEDICINE ROCKPO
11851 DETROIT AVENUE
LAKEWOOD,OH44107
OUTPATIENT PHYSICIAN CLINIC
75 CLEVELAND CLINIC FAMILY MEDICINE VALLEY
6605 CENTER ROAD
VALLEY CITY,OH44280
OUTPATIENT PHYSICIAN CLINIC
76 CLEVELAND CLINIC HEART & VASCULAR
34 EXECUTIVE DRIVE
NORWALK,OH44857
OUTPATIENT PHYSICIAN CLINIC
77 CLEVELAND CLINIC HEART & VASCULAR
272 BENEDICT AVENUE
NORWALK,OH44857
OUTPATIENT PHYSICIAN CLINIC
78 CLEVELAND CLINIC HEART & VASCULAR
1400 WEST MAIN STREET BELLEVUE
HOSPITAL
BELLEVUE,OH44811
OUTPATIENT PHYSICIAN CLINIC
79 CLEVELAND CLINIC LAKELAND EYE
21245 LORAIN ROAD
FAIRVIEW PARK,OH44126
OUTPATIENT PHYSICIAN CLINIC
80 CLEVELAND CLINIC STAR IMAGING
1449 BOARDMAN-CANFIELD ROAD
YOUNGSTOWN,OH44512
DIAGNOSTIC CENTER
81 CLUB VIEW VISION CENTER OPTOMETRIC
1650 E MANSFIELD STREET
BUCYRUS,OH44820
OUTPATIENT PHYSICIAN CLINIC
82 COLE EYE INSTITUTE
2000 AUBURN DRIVE SUITE 100
BEACHWOOD,OH44122
OUTPATIENT PHYSICIAN CLINIC
83 COLUMBUS STAR IMAGING
1550 KENNY ROAD
COLUMBUS,OH43212
DIAGNOSTIC CENTER
84 COLUMBUS STAR IMAGING
921 JASONWAY AVENUE
COLUMBUS,OH43214
DIAGNOSTIC CENTER
85 COLUMBUS STAR IMAGING
6096 EAST MAIN STREET
COLUMBUS,OH44213
DIAGNOSTIC CENTER
86 COLUMBUS STAR IMAGING
975 985 BETHEL ROAD
COLUMBUS,OH43214
OUTPATIENT PHYSICIAN CLINIC
87 DAYTON STAR IMAGING
5529 FAR HILLS AVENUE
DAYTON,OH45429
OUTPATIENT PHYSICIAN CLINIC
88 GRADISEK FAMILY VISION CARE
1142 W 37TH STREET
LORAIN,OH44052
OUTPATIENT PHYSICIAN CLINIC
89 KINDRED HEALTH CARE CLEVELAND
11900 FAIRHILL ROAD
CLEVELAND,OH44120
OUTPATIENT PHYSICIAN CLINIC
90 LAKE HEALTH (REGIONAL NEUROSCIENCES)
36001 EUCLID AVENUE
WILLOUGHBY,OH44094
OUTPATIENT PHYSICIAN CLINIC
91 MENTOR REHABILITATION AND SPORTS THERAPY
7533 CENTER STREET
MENTOR,OH44060
OUTPATIENT PHYSICIAN CLINIC
92 NILES STAR IMAGING
652 YOUNGSTOWN WARREN ROAD
NILES,OH44446
DIAGNOSTIC CENTER
93 NILES STAR IMAGING
650 YOUNGSTOWN-WARREN ROAD
NILES,OH44446
OUTPATIENT PHYSICIAN CLINIC
94 OUTPATIENT PEDIATRIC PHYSIATRY CLINIC
1912 HAYES AVENUE
SANDUSKY,OH44870
OUTPATIENT PHYSICIAN CLINIC
95 ROCKSIDE MEDICAL CENTER
6701 ROCKSIDE ROAD
INDEPENDENCE,OH44131
OUTPATIENT PHYSICIAN CLINIC
96 SHEWBRIDGE PRACTICE
4087 MEDINA ROAD
MEDINA,OH44256
OUTPATIENT PHYSICIAN CLINIC
97 SLEEP DISORDERS CENTER
24901 COUNTRY CLUB BOULEVARD
NORTH OLMSTED,OH44070
DIAGNOSTIC CENTER
98 SLEEP DISORDERS CENTER
3750 ORANGE PLACE
BEACHWOOD,OH44122
DIAGNOSTIC CENTER
99 SLEEP DISORDERS CENTER
8971 WILCOX DRIVE
TWINSBURG,OH44087
DIAGNOSTIC CENTER
100 SLEEP DISORDERS CENTER
1825 LORAIN BOULEVARD
ELYRIA,OH44035
DIAGNOSTIC CENTER
101 SLEEP DISORDERS CENTER
5051 WEST CREEK ROAD
INDEPENDENCE,OH44131
DIAGNOSTIC CENTER
102 SLEEP DISORDERS CENTER
31222 EASTPOINTE DRIVE
MEDINA,OH44256
DIAGNOSTIC CENTER
103 SLEEP DISORDERS CENTER
5785 HEISLEY ROAD
MENTOR,OH44060
DIAGNOSTIC CENTER
104 SOUTH RUSSELL FAMILY PRACTICE
5192 CHILLICOTHE ROAD
SOUTH RUSSELL,OH44022
OUTPATIENT PHYSICIAN CLINIC
105 SUPERIOR MEDICAL CARE
1959 COOPER FOSTER PARK ROAD
AMHERST,OH44001
OUTPATIENT PHYSICIAN CLINIC
106 THERAPY SERVICES CUYAHOGA FALLS
63 GRAHAM ROAD
CUYAHOGA FALLS,OH44223
OUTPATIENT PHYSICIAN CLINIC
107 THERAPY SERVICES SOUTH
17800 JEFFERSON PARK DRIVE SUITE
101
MIDDLEBURG HTS,OH44130
OUTPATIENT PHYSICIAN CLINIC
108 THERAPY SERVICES WEST
826 WESTPOINT PKWY SUITE 1200
WESTLAKE,OH44145
OUTPATIENT PHYSICIAN CLINIC
109 THORACIC & CARDIOVASCULAR SURGERY
36100 EUCLID AVENUE SUITE 280
WILLOUGHBY,OH44094
OUTPATIENT PHYSICIAN CLINIC
110 WESTERN RESERVE NEUROSURGERY
1900 23RD STREET
CUYAHOGA FALLS,OH44223
OUTPATIENT PHYSICIAN CLINIC
111 WILLOUGHBY HILLS REHABILITATION AND SPOR
29017 CHARDON ROAD
WILLOUGHBY HILLS,OH44092
OUTPATIENT PHYSICIAN CLINIC
112 WOOSTER MILLTOWN SPECIALTY & SURGERY CEN
721 EAST MILLTOWN ROAD
WOOSTER,OH44691
OUTPATIENT PHYSICIAN CLINIC
113 WOOSTER WOMEN'S HEALTH CENTER
1739 CLEVELAND ROAD
WOOSTER,OH44691
OUTPATIENT PHYSICIAN CLINIC
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 3C: CCF PROVIDES MEDICALLY NECESSARY SERVICES TO ALL PATIENTS, REGARDLESS OF RACE, COLOR, CREED, GENDER OR COUNTRY OF NATIONAL ORIGIN AND WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. CCF HAS A FINANCIAL ASSISTANCE POLICY THAT IS AMONG THE MOST GENEROUS IN NORTHEAST OHIO. THIS POLICY APPLIES TO ALL CCF FACILITIES, AND THE AMOUNT OF CARE PROVIDED UNDER THE POLICY IS DETERMINED BY NEED AND IS NOT LIMITED OR RATIONED BY BUDGETED AMOUNTS. UNDER THE POLICY, CCF PROVIDES FREE CARE TO INDIVIDUALS WITHOUT INSURANCE WITH INCOMES UP TO 250% OF THE FEDERAL POVERTY LEVEL AND DISCOUNTED CARE ON A SLIDING SCALE UP TO 400% OF THE FEDERAL POVERTY LEVEL. IN ADDITION, THE POLICY CONTAINS A MEDICAL INDIGENCE PROVISION, WHICH PROVIDES ASSISTANCE REGARDLESS OF INCOME LEVEL OR INSURANCE STATUS WHERE MEDICAL COSTS WILL EXCEED 25% OF ANNUAL FAMILY INCOME. UNLIKE THE FINANCIAL ASSISTANCE POLICIES OF MOST HOSPITALS, THE CCF POLICY APPLIES TO BOTH HOSPITAL CHARGES AND CERTAIN PROFESSIONAL FEES FOR SERVICES PROVIDED BY CCF EMPLOYED PHYSICIANS.
PART I, LINE 7: THE BEST AVAILABLE DATA WAS USED TO CALCULATE THE COST AMOUNTS REPORTED IN ITEM 7. FOR CERTAIN CATEGORIES, THE BEST AVAILABLE DATA WAS DERIVED FROM A COST ACCOUNTING SYSTEM. IN OTHER CATEGORIES, SPECIFIC COST-TO-CHARGE RATIOS WERE CALCULATED AND APPLIED TO THAT CATEGORY.
PART I, LINE 7G: CCF EMPLOYS ITS PHYSICIANS, THEREFORE THE ASSOCIATED COSTS AND CHARGES RELATING TO THESE PHYSICIAN SERVICES ARE INCLUDED IN ALL RELEVANT CATEGORIES OF PART I.
PART I, LN 7 COL(F): ADDITIONAL BAD DEBT EXPENSE ADDED FOR PURPOSES OF CALCULATING THE PERCENTAGES BUT NOT REPORTED ON FORM 990 IS $514,666.
PART I, LINE 6A SCH H PART I LINE 6A - AN ANNUAL COMMUNITY BENEFIT REPORT IS PREPARED FOR THE HEALTH SYSTEM AS A WHOLE, WHICH INCLUDES THE PARENT ORGANIZATION AND RELATED AFFILIATES.
PART I, LINE 7 THE NET COMMUNITY BENEFIT EXPENSE FIGURE REPORTED FOR UNREIMBURSED MEDICAID IS NET OF CCF'S HCAP LOSS OF $ 338,855.
PART I, LINE 7 NOTE THAT THE TOTAL AMOUNT OF FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS OF $ 507,840,071 AS REPORTED ON PART I, LINE 7 DIFFERS FROM THE TOTAL COMMUNITY BENEFIT FOR CLEVELAND CLINIC AS REPORTED AS A COMPONENT OF THE OVERALL SYSTEM'S COMMUNITY BENEFIT REPORT. THE AMOUNT DIFFERS IN TWO RESPECTS: 1) IRS DOES NOT CONSIDER COMMUNITY BUILDING ACTIVITIES AS REPORTED IN PART II TO BE COMMUNITY BENEFIT WHERE THESE ACTIVITIES ARE INCLUDED IN COMMUNITY BENEFIT PER CHA GUIDELINES AND 2) THE PROPORTIONATE SHARE OF JOINT VENTURE COMMUNITY BENEFIT IS INCLUDED IN LINE 7.
PART II, COMMUNITY BUILDING ACTIVITIES: CLEVELAND CLINIC ADDRESSES VARIOUS COMMUNITY CONCERNS, INCLUDING HEALTH IMPROVEMENT, POVERTY, WORKFORCE DEVELOPMENT, AND ACCESS TO HEALTH CARE. CLEVELAND CLINIC DEVOTES EMPLOYEE TIME AND TALENT TO PARTICIPATE IN COMMUNITY COLLABORATION BOARDS, HEALTH ADVOCACY PROGRAMS, AND PHYSICAL IMPROVEMENT PROJECTS TO PROMOTE THE HEALTH OF THE COMMUNITIES THE ORGANIZATION SERVES.
PART III, LINE 2: ANY DISCOUNTS PROVIDED OR PAYMENTS MADE TO A PARTICULAR PATIENT ACCOUNT ARE APPLIED TO THAT PATIENT ACCOUNT PRIOR TO ANY BAD DEBT WRITE-OFF AND ARE THUS, NOT INCLUDED IN BAD DEBT EXPENSE.
PART III, LINE 4: TEXT OF FOOTNOTE FROM AUDITED FINANCIAL STATEMENTS:THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, MAJOR PAYOR SOURCES AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR UNCOLLECTIBLE ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES. AFTER SATISFACTION OF AMOUNTS DUE FROM INSURANCE, THE SYSTEM FOLLOWS ESTABLISHED GUIDELINES FOR PLACING CERTAIN PAST-DUE PATIENT BALANCES WITH COLLECTION AGENCIES, SUBJECT TO THE TERMS OF CERTAIN RESTRICTIONS ON COLLECTION EFFORTS AS DETERMINED BY THE SYSTEM.
PART III, LINE 8: MEDICARE ALLOWABLE COSTS ARE CALCULATED USING A COST-TO-CHARGE RATIO.CCF HAS USED THE CHA METHODOLOGY FOR REPORTING COMMUNITY BENEFIT SINCE 2004 AS IT WAS THE EMERGING COMMUNITY BENEFIT REPORTING STANDARD AND NOW HAS BEEN ADOPTED IN LARGE PART BY THE IRS FOR 990 REPORTING PURPOSES. THE CHA MODEL DOES NOT INCLUDE MEDICARE SHORTFALL AS COMMUNITY BENEFIT.
PART III, LINE 9B: YES, CLEVELAND CLINIC HAS A WRITTEN DEBT COLLECTION POLICY. IT IS OUR POLICY NOT TO PURSUE COLLECTION PRACTICES AGAINST PATIENTS KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE PROGRAMS OR BEFORE REASONABLE EFFORTS HAVE BEEN MADE TO MAKE SUCH DETERMINATION. IN CERTAIN CASES IT MAY NOT BE EASILY DETERMINED WHETHER OR NOT A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE; HOWEVER, IF AFTER COLLECTION PRACTICES HAVE BEGUN IT LATER BECOMES KNOWN THAT A PATIENT QUALIFIES, THE COLLECTION EFFORTS CEASE. ADDITIONALLY, OUR EXTERNAL THIRD-PARTY (COLLECTION) AGENCIES ARE TRAINED ON OUR FINANCIAL ASSISTANCE POLICY AND ASSIST A PATIENT IN NEED BY SUPPLYING OUR APPLICATION FOR FINANCIAL ASSISTANCE.
PART III, LINE 5, 6, & 7 IN ADDITION TO THE MEDICARE PROGRAMS REFLECTED IN THE COST REPORTS, CCF INCURS COSTS AND RECEIVES REIMBURSEMENT FOR OTHER MEDICARE ELIGIBLE SERVICES. THE TOTAL REVENUE RECEIVED AND COSTS ASSOCIATED WITH THE ADDITIONAL MEDICARE SERVICES ARE $ 561,590,879 AND $ 866,033,477 RESPECTIVELY. THIS RESULTS IN ADDITIONAL MEDICARE SHORTFALL OF $ 304,442,597 WHICH, ADDED TO THE SHORTFALL OF $ 4,251,762 AS REPORTED ON THE COST REPORTS BRINGS THE TOTAL MEDICARE SHORTFALL TO $308,694,359.
PART VI, LINE 2: IN ADDITION TO THE CHNA PROCESS, CCF'S INSTITUTES AND DEPARTMENTS MAY GATHER, ANALYZE, AND REVIEW RELEVANT HEALTH STATISTICS AND DEMOGRAPHIC DATA FOR THE COMMUNITY FOR THAT PARTICULAR FACILITIES COMMUNITY. THE DATA IS USED TO EVALUATE POTENTIAL NEW OR REVISED HEALTH SERVICES THAT CCF MAY PROVIDE TO PARTICULAR GROUPS OF PATIENTS WITHIN THE COMMUNITIES IT SERVES.
PART VI, LINE 3: INFORMING THE PUBLIC THAT FINANCIAL ASSISTANCE IS AVAILABLE IS AN IMPORTANT ELEMENT OF OUR FINANCIAL ASSISTANCE PROGRAM AND THE CLEVELAND CLINIC CONTINUOUSLY STRIVES TO IMPROVE ITS COMMUNICATIONS WITH PATIENTS ON THE AVAILABILITY OF FINANCIAL ASSISTANCE. INFORMATION ABOUT THE FINANCIAL ASSISTANCE POLICY IS POSTED ON THE CLEVELAND CLINIC WEBSITE. ALL PATIENT BILLS INCLUDE DETAILED INFORMATION REGARDING THE FINANCIAL ASSISTANCE POLICY AND AN INSERT DESCRIBING THE FINANCIAL ASSISTANCE PROGRAM IS INCLUDED WITH BILLING STATEMENTS. A PLAIN LANGUAGE SUMMARY OF THE FINANCIAL ASSISTANCE POLICY IS AVAILABLE THROUGHOUT CCF, INCLUDING IN PATIENT REGISTRATION AREAS, ONLINE, AND WITH FINANCIAL COUNSELORS WHO ARE PRESENT ON-SITE AT EACH CLEVELAND CLINIC HOSPITAL AND OHIO FAMILY HEALTH CENTER TO ASSIST PATIENTS IN QUALIFYING FOR GOVERNMENTAL ASSISTANCE PROGRAMS AND FINANCIAL ASSISTANCE. A DESCRIPTION OF THE POLICY IS ALSO INCLUDED IN OUR INSURANCE AND BILLING INFORMATION PATIENT BROCHURE, WHICH IS AVAILABLE AT REGISTRATION DESKS AND WITH FINANCIAL COUNSELORS.
PART VI, LINE 4: THE CLEVELAND CLINIC'S COMMUNITY IS DEFINED BY BOTH MISSION AND GEOGRAPHY. THE GEOGRAPHIC COMMUNITY IS DEFINED BY THE HOSPITAL FACILITY'S IMMEDIATELY CONTIGUOUS AREAS AS WELL AS THE BROADER SURROUNDING COUNTIES/REGIONS FROM WHICH THE MAJORITY OF DISCHARGED INPATIENTS RESIDE. ADDITIONALLY, THE COMMUNITY INCLUDES PATIENTS WHO REQUIRE THE EXPERTISE AND SPECIALIZED SERVICES OF THE CLEVELAND CLINIC. THE COMMUNITY FOR MEDICAL RESEARCH AND EDUCATION IS THE PUBLIC AT LARGE.
PART VI, LINE 5: ONE OF THE HALLMARKS OF A CHARITABLE ORGANIZATION IS THAT THE ORGANIZATION SERVES A BROAD, INDEFINITE CHARITABLE CLASS. ONE OF THE KEY INDICATORS THAT AN ORGANIZATION SERVES THE BROADER COMMUNITY IS CONTROL OF THE ORGANIZATION BY INDEPENDENT COMMUNITY LEADERS. CCF AND ITS NORTHEAST OHIO REGIONAL HOSPITAL GOVERNING BOARDS ARE MADE UP OF MEMBERS OF THE COMMUNITY WHO DIRECT AND GUIDE MANAGEMENT IN CARRYING OUT THE MISSION OF CCF AND ITS SUBORDINATES. TRUSTEES/DIRECTORS ARE SELECTED ON THE BASIS OF THEIR EXPERTISE AND EXPERIENCE IN A VARIETY OF AREAS BENEFICIAL TO THE CLEVELAND CLINIC AND THE HEALTH SYSTEM AND ARE NOT COMPENSATED FOR THEIR SERVICES.ANOTHER HALLMARK OF A CHARITABLE ORGANIZATION IS THAT SURPLUS FUNDS ARE USED TO FURTHER CHARITABLE PURPOSES AND ACTIVITIES. SURPLUS FUNDS FOR CCF AND ITS SUBORDINATES ARE REINVESTED AND CARRIED OUT BY THE ORGANIZATION'S EXEMPT MISSION -- PATIENT CARE, RESEARCH, AND EDUCATION.
PART VI, LINE 6: CLEVELAND CLINIC IS THE PARENT ORGANIZATION OF THE HEALTH SYSTEM, AN INTEGRATED HEALTH SYSTEM CONSISTING OF AN ACADEMIC MEDICAL CENTER, MEDICAL SCHOOL, COMMUNITY HOSPITALS, FAMILY HEALTH CENTERS, VARIOUS ANCILLARY SERVICES, AND A LARGE GROUP OF EMPLOYED PHYSICIANS AND PHYSICIAN RESEARCHERS.
Schedule H (Form 990) 2014
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number
34-0714585
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION
12200 FAIRHILL ROAD
CLEVELAND,OH44120
34-1311175 501(C)(3) 13,334       HEALTHCARE RESEARCH & EDUCATION
(2) AMERICAN CANCER SOCIETY
10501 EUCLID AVENUE
CLEVELAND,OH441062204
13-1788491 501(C)(3) 30,000       HEALTHCARE RESEARCH & EDUCATION
(3) AMERICAN DIABETES ASSOCIATION
1701 N BEAUREGARD STREET
ALEXANDRIA,VA22311
13-1623888 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(4) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE
DALLAS,TX75231
59-0637852 501(C)(3) 123,000       HEALTHCARE RESEARCH & EDUCATION
(5) AMERICAN LIVER FOUNDATION
PO BOX 36085
INDIANAPOLIS,IN462360085
36-2883000 501(C)(3) 11,000       HEALTHCARE RESEARCH & EDUCATION
(6) AMERICAN LUNG ASSOCIATION
1740 BROADWAY
NEW YORK,NY10019
13-1632524 501(C)(3) 17,500       HEALTHCARE RESEARCH & EDUCATION
(7) AMERICAN RED CROSS
3747 EUCLID AVE
CLEVELAND,OH44115
34-0714622 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(8) AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
2500 E 22ND ST SUITE 101
CLEVELAND,OH44115
34-1595148 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(9) ASSOCIATION OF AFRICAN AMERICAN CULTURAL GARDENS INC
PO BOX 74228
CLEVELAND,OH441344228
90-0791590 501(C)(3) 10,000       COMMUNITY SUPPORT
(10) ASSOCIATION OF INDIAN PHYSICIANS OF NORTHERN OHIO
3249 ROCKY RIVER
ROCKY RIVER,OH44111
34-1407746 501(C)(3) 7,500       SUPPORT EDUCATIONAL ACTIVITIES
(11) AVAMAR FOUNDATION
9225 E MARKET STREET
WARREN,OH44484
27-3247081 501(C)(3) 6,600       COMMUNITY SUPPORT
(12) BEACHWOOD CHAMBER OF COMMERCE
25550 CHAGRIN BLVD
BEACHWOOD,OH44122
34-1684237 501(C)(6) 7,750       COMMUNITY SUPPORT
(13) BENJAMIN ROSE INSTITUTE
11900 FAIRHILL 3RD FL
CLEVELAND,OH44120
34-0714482 501(C)(3) 7,500       HEALTHCARE RESEARCH & EDUCATION
(14) BLACK PROFESSIONAL ASSOCIATION CHARITABLE FOUNDATION INC
PO BOX 5783
CLEVELAND,OH441010783
34-1496786 501(C)(3) 5,000       COMMUNITY SUPPORT
(15) BLUECOATS INC
23300 MERCANTILE RD
BEACHWOOD,OH44122
34-6521108 501(C)(3) 5,000       COMMUNITY SUPPORT
(16) BOBBY TRIPODI FOUNDATION
6600 DAISY AVE
INDEPENDENCE,OH44131
34-1945499 501(C)(3) 15,000       COMMUNITY SUPPORT
(17) BOYS AND GIRLS CLUBS OF CLEVELAND
6114 BROADWAY AVENUE
CLEVELAND,OH44127
34-0770686 501(C)(3) 5,000       COMMUNITY SUPPORT
(18) BUSINESS VOLUNTEERS UNLIMITED
1300 EAST 9TH ST 1805
CLEVELAND,OH44114
34-1724581 501(C)(3) 10,000       COMMUNITY SUPPORT
(19) CANCER SERVICES OF ERIE COUNTY
505 E PERKINS AVE
SANDUSKY,OH44870
34-0877577 501(C)(3) 7,500       HEALTHCARE RESEARCH & EDUCATION
(20) CARE ALLIANCE
1795 W 25TH STREET
CLEVELAND,OH44113
34-1748776 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(21) CASE WESTERN RESERVE UNIVERSITY
2040 ADELBERT ROAD
CLEVELAND,OH44106
34-1018992 501(C)(3) 13,600       SUPPORT EDUCATIONAL ACTIVITIES
(22) CHAGRIN FALLS BUSINESS & COMMUNITY PARTNERSHIP
57 EAST WASHINGTON ST
CHAGRIN FALLS,OH44022
31-1564112 501(C)(3) 10,000       COMMUNITY SUPPORT
(23) CHOPCHOP KIDS INC
32B CALVIN RD
WATERTOWN,MA02472
04-3505334 501(C)(3) 5,000       COMMUNITY SUPPORT
(24) CITY OF MAPLE HEIGHTS
5353 LEE ROAD
MAPLE HTS,OH44137
34-6001809 501(C)(1) 5,000       COMMUNITY SUPPORT
(25) CLARK COUNTY MEDICAL SOCIETY INC
2590 E RUSSELL RD
LAS VEGAS,NV89120
88-6004317 501(C)(3) 5,075       HEALTHCARE RESEARCH & EDUCATION
(26) CLEVELAND BRANCH DEVELOPMENT FUND INC
614 SUPERIOR AVE NW 700
CLEVELAND,OH44113
34-1786675 501(C)(3) 10,000       COMMUNITY SUPPORT
(27) CLEVELAND CENTER FOR ARTS AND TECHNOLOGY
3634 EUCLID AVE-SUITE 100
CLEVELAND,OH44115
27-1193704 501(C)(3) 333,334       COMMUNITY SUPPORT
(28) CLEVELAND CLINIC EDUCATIONAL FOUNDATION
9500 EUCLID AVENUE
CLEVELAND,OH44195
34-0714553 501(C)(3) 21,291,197       HEALTHCARE RESEARCH & EDUCATION
(29) CLEVELAND COUNCIL ON WORLD AFFAIRS
850 HURON RD
CLEVELAND,OH44115
34-0720549 501(C)(3) 5,000       COMMUNITY SUPPORT
(30) CLEVELAND INSTITUTE OF MUSIC
11021 EAST BLVD
CLEVELAND,OH44106
34-0714600 501(C)(3) 5,000       COMMUNITY SUPPORT
(31) CLEVELAND INTERNATIONAL FILM FESTIVAL INC
2510 MARKET AVE
CLEVELAND,OH44113
34-1262368 501(C)(3) 5,000       COMMUNITY SUPPORT
(32) CLEVELAND LEADERSHIP CENTER
1375 EAST 9TH STREET
CLEVELAND,OH44114
34-1927317 501(C)(3) 5,500       COMMUNITY SUPPORT
(33) CLEVELAND METROPOLITAN BAR ASSOCIATION
PO BOX 931891
CLEVELAND,OH44193
26-2052191 501(C)(3) 10,000       COMMUNITY SUPPORT
(34) CLEVELAND MUSEUM OF NATURAL HISTORY
1 WADE OVAL DRIVE
CLEVELAND,OH44106
34-0714338 501(C)(3) 17,500       COMMUNITY SUPPORT
(35) CLEVELAND ONE WORLD FESTIVAL
1325 ANSEL RD
CLEVELAND,OH44106
46-1148857 501(C)(3) 25,000       COMMUNITY SUPPORT
(36) CLEVELAND PUBLIC THEATRE INC
6415 DETROIT AVE
CLEVELAND,OH44102
34-1359225 501(C)(3) 10,300       COMMUNITY SUPPORT
(37) CLEVELAND STATE UNIVERSITY
2121 EUCLID AVENUE
CLEVELAND,OH441152214
34-0966056 501(C)(3) 29,350       SUPPORT EDUCATIONAL ACTIVITIES
(38) COALITION TO PROTECT AMERICAS HEALTH CARE
PO BOX 30211
BETHESDA,MD208240211
52-2253225 501(C)(4) 25,000       COMMUNITY SUPPORT
(39) COLLEGE NOW GREATER CLEVELAND INC
200 PUBLIC SQUARE SUITE 3820
CLEVELAND,OH441142321
34-6580096 501(C)(3) 10,000       SUPPORT EDUCATIONAL ACTIVITIES
(40) COMMUNITY WEST FOUNDATION
20545 CENTER RIDGE ROAD
CLEVELAND,OH44116
34-1456398 501(C)(3) 11,750       COMMUNITY SUPPORT
(41) CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK
1403 W HINES HILL RD
PENINSULA,OH44264
34-1917257 501(C)(3) 5,000       COMMUNITY SUPPORT
(42) CROHNS & COLITIS FOUNDATION OF AMERICA
23366 COMMERCE PARK ROAD
BEACHWOOD,OH44122
13-6193105 501(C)(3) 10,000       HEALTHCARE RESEARCH & EDUCATION
(43) CUYAHOGA COMMUNITY COLLEGE
PO BOX 92928
CLEVELAND,OH441942928
34-0896630 501(C)(3) 14,000       SUPPORT EDUCATIONAL ACTIVITIES
(44) CYSTIC FIBROSIS FOUNDATION HEADQUARTERS
2000 EAST NINTH STREET
CLEVELAND,OH44115
13-1930701 501(C)(3) 8,400       HEALTHCARE RESEARCH & EDUCATION
(45) DANCING CLASSROOMS NORTHEAST OHIO
1085 ROCKSIDE RD-SUITE 6
PARMA,OH44134
26-2300532 501(C)(3) 46,125       COMMUNITY SUPPORT
(46) DIVERSITY CENTER OF NORTHEAST OHIO
3645 WARRENSVILLE CTR RD
CLEVELAND,OH44122
20-1968761 501(C)(3) 13,500       COMMUNITY SUPPORT
(47) DOWNTOWN CLEVELAND ALLIANCE
50 PUBLIC SQUARE
CLEVELAND,OH44113
34-1775903 501(C)(3) 6,950       COMMUNITY SUPPORT
(48) ESPERANZA INC
4115 BRIDGE AVE
CLEVELAND,OH44113
34-1403492 501(C)(3) 5,000       SUPPORT EDUCATIONAL ACTIVITIES
(49) EUCLID AVENUE CONGREGATIONAL CHURCH
4217 BLUESTONE ROAD
CLEVELAND,OH44121
34-6505904 501(C)(3) 291,667       COMMUNITY SUPPORT
(50) FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION
8111 QUINCY AVE SUITE 100
CLEVELAND,OH44104
34-1706856 501(C)(3) 279,207       COMMUNITY SUPPORT
(51) FEAR 2 FREEDOM INC
PO BOX 6104
NEWPORT NEWS,VA23606
45-2143034 501(C)(3) 5,000       COMMUNITY SUPPORT
(52) FEDERATION OF GAY GAMES INC
584 CASTRO STREET
SAN FRANCISCO,CA94114
94-2788905 501(C)(3) 30,500       COMMUNITY SUPPORT
(53) FOUNDATION CENTER
600 SUPERIOR AVE
CLEVELAND,OH44114
13-1837418 501(C)(3) 5,000       COMMUNITY SUPPORT
(54) GATHERING PLACE
3365 RICHMOND RD
BEACHWOOD,OH44122
34-1879035 501(C)(3) 30,000       COMMUNITY SUPPORT
(55) GIRL SCOUTS OF AMERICA
19201 VILLAVIEW ROAD
CLEVELAND,OH441193074
34-0714415 501(C)(3) 7,500       COMMUNITY SUPPORT
(56) GLOBAL CLEVELAND
200 PUBLIC SQ
CLEVELAND,OH44114
27-5245539 501(C)(3) 10,000       COMMUNITY SUPPORT
(57) GREATER CLEVELAND FOOD BANK
15500 SOUTH WATERLOO ROAD
CLEVELAND,OH44110
13-1292848 501(C)(3) 26,817       COMMUNITY SUPPORT
(58) GREATER CLEVELAND HABITAT FOR HUMANITY
2110 W110TH ST
CLEVELAND,OH44102
31-1209423 501(C)(3) 10,000       COMMUNITY SUPPORT
(59) GREATER CLEVELAND SPORTS COMMISSION
50 PUBLIC SQUARE-SUITE 950
CLEVELAND,OH44113
31-1381131 501(C)(3) 8,333       COMMUNITY SUPPORT
(60) HEALTHNETWORK FOUNDATION
33 RIVER STREET
CHAGRIN FALLS,OH44022
04-3804600 501(C)(3) 75,000       HEALTHCARE RESEARCH & EDUCATION
(61) INNER CITY TENNIS CLINIC
PO BOX 32551
CLEVELAND,OH44132
27-1789893 501(C)(3) 10,000       COMMUNITY SUPPORT
(62) JDRF INTERNATIONAL
4500 ROCKSIDE RD STE 420
INDEPENDENCE,OH44131
23-1907729 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(63) KARAMU HOUSE
2355 EAST 89TH STREET
CLEVELAND,OH44106
34-0714448 501(C)(3) 5,000       COMMUNITY SUPPORT
(64) KAREN P NAKON BREAST CANCER FOUNDATION
35765 CHESTER RD
AVON,OH44111
32-0062665 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(65) KEEP MEMORY ALIVE
888 W BONNEVILLE AVE
LAS VEGAS,NV89106
88-0515534 501(C)(3) 31,750       HEALTHCARE RESEARCH & EDUCATION
(66) KIDNEY FOUNDATION OF OHIO INC
2831 PROSPECT AVENUE
CLEVELAND,OH44115
34-0827748 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(67) LAKEWOOD HOSPITAL FOUNDATION INC
14519 DETROIT AVENUE
LAKEWOOD,OH441079989
34-6519834 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(68) LEUKEMIA & LYMPHOMA SOCIETY
902 WESTPOINT PARKWAY 3300
CLEVELAND,OH44145
13-5644916 501(C)(3) 7,500       HEALTHCARE RESEARCH & EDUCATION
(69) LIFEBANC
PO BOX 74126
CLEVELAND,OH441944126
34-1525159 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(70) MAIN STREET MEDINA
23 PUBLIC SQUARE - SUITE 220
MEDINA,OH44256
26-1802645 501(C)(3) 5,000       COMMUNITY SUPPORT
(71) MALTZ MUSEUM OF JEWISH HERITAGE
2929 RICHMOND ROAD
BEACHWOOD,OH44122
04-3684531 501(C)(3) 5,000       COMMUNITY SUPPORT
(72) MARCH OF DIMES FOUNDATION
614 SUPERIOR AVENUE NW
CLEVELAND,OH44113
13-1846366 501(C)(3) 11,000       HEALTHCARE RESEARCH & EDUCATION
(73) MEDINA HOSPITAL FOUNDATION
1000 EAST WASHINGTON STREET
MEDINA,OH44256
34-1657989 501(C)(3) 15,510       HEALTHCARE RESEARCH & EDUCATION
(74) MEDWISH INTERNATIONAL
17325 EUCLID AVE
CLEVELAND,OH44112
34-1903712 501(C)(3) 40,000 2,838,669 ESTIMATED VALUE IN-KIND EQUIPMENT HEALTHCARE RESEARCH & EDUCATION
(75) METRO HEALTH SYSTEM
PO BOX 931475
CLEVELAND,OH441930497
34-6004382 501(C)(3) 284,299       HEALTHCARE RESEARCH & EDUCATION
(76) MIDTOWN CLEVELAND
5000 EUCLID AVE
CLEVELAND,OH44103
34-1381334 501(C)(3) 10,000       COMMUNITY SUPPORT
(77) MOBILEMED1 INC
19910 MALVERN ROAD
SHAKER HTS,OH44122
26-3858369 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(78) NAMI GREATER CLEVELAND
2012 WEST 25TH STREET
CLEVELAND,OH44113
20-2254268 501(C)(3) 11,000       COMMUNITY SUPPORT
(79) NATIONAL KIDNEY FOUNDATION INC
30 E 33RD STREET
NEW YORK,NY10016
13-1673104 501(C)(3) 20,000       HEALTHCARE RESEARCH & EDUCATION
(80) NATIONAL MULTIPLE SCLEROSIS SOCIETY
1422 EUCLID AVE
CLEVELAND,OH441151901
34-0801307 501(C)(3) 10,000       HEALTHCARE RESEARCH & EDUCATION
(81) NORTH UNION FARMERS MARKET
13212 SHAKER SQUARE SUITE 302
CLEVELAND,OH44120
34-1812026 501(C)(3) 36,000       COMMUNITY SUPPORT
(82) NORTHEAST BUSINESS GROUP ON HEALTH
61 BROADWAY SUITE 2705
NEW YORK,NY100062821
13-3156952 501(C)(3) 5,000       HEALTHCARE RESEARCH & EDUCATION
(83) OHIO CANCER RESEARCH ASSOCIATES
50 W BROAD ST
COLUMBUS,OH43215
31-1038309 501(C)(3) 6,000       HEALTHCARE RESEARCH & EDUCATION
(84) OPEN DOORS INC
3311 PERKINS AVE
CLEVELAND,OH44114
04-3697716 501(C)(3) 7,500       COMMUNITY SUPPORT
(85) PLAYHOUSE SQUARE FOUNDATION
PO BOX 1989
CLEVELAND,OH44106
34-0895516 501(C)(3) 14,333       COMMUNITY SUPPORT
(86) PROJECT LOVE REMEMBER THE CHILDREN FOUNDATION
23611 CHAGRIN BLVD 380
BEACHWOOD,OH44122
34-1795459 501(C)(3) 10,000       COMMUNITY SUPPORT
(87) PULSEPOINT FOUNDATION
PO BOX 12594
PLEASANTON,CA945882594
45-2725805 501(C)(3) 0 35,000 ESTIMATED VALUE IN-KIND EQUIPMENT HEALTHCARE RESEARCH & EDUCATION
(88) RAINEY INSTITUTE
1523 EAST 55TH STREET
CLEVELAND,OH44144
34-6555952 501(C)(3) 10,000       COMMUNITY SUPPORT
(89) REGIONAL TRANSIT AUTHORITY
PO BOX 6566
CLEVELAND,OH441019931
34-1170830 501(C)(3) 125,000       COMMUNITY SUPPORT
(90) RONALD MCDONALD HOUSE OF CLEVELAND INC
10415 EUCLID AVENUE
CLEVELAND,OH44106
34-1269123 501(C)(3) 221,382       HEALTHCARE RESEARCH & EDUCATION
(91) SAINT MARTIN DE PORRES HIGH SCHOOL
6111 LAUSCHE AVE
CLEVELAND,OH44103
52-2401852 501(C)(3) 135,013       SUPPORT EDUCATIONAL ACTIVITIES
(92) SALVATION ARMY
PO BOX 15
LORAIN,OH44052
24-0714378 501(C)(3) 5,350       COMMUNITY SUPPORT
(93) SHOES AND CLOTHES FOR KIDS INC
3500 LORAIN AVE-SUITE 301
CLEVELAND,OH44113
34-1554285 501(C)(3) 5,500       COMMUNITY SUPPORT
(94) SOUTHERN NEVADA MEDICAL INDUSTRY COALITION
PO BOX 93422
LAS VEGAS,NV89193
26-4228889 501(C)(3) 7,750       HEALTHCARE RESEARCH & EDUCATION
(95) STARK STATE COLLEGE
6200 FRANK AVENUE NW
NORTH CANTON,OH44720
34-1055865 501(C)(3) 5,000       SUPPORT EDUCATIONAL ACTIVITIES
(96) SUSAN G KOMEN BREAST CANCER FOUNDATION
26210 EMERY RD-SUITE 307
CLEVELAND,OH44128
34-1793460 501(C)(3) 25,000       HEALTHCARE RESEARCH & EDUCATION
(97) THE CLEVELAND POLICE FOUNDATION
1300 ONTARIO STREET
CLEVELAND,OH441131648
83-0509855 501(C)(3) 5,000       COMMUNITY SUPPORT
(98) THE MUSICAL ARTS ASSOCIATION
11001 EUCLID AVENUE
CLEVELAND,OH44106
34-0714468 501(C)(3) 10,000       COMMUNITY SUPPORT
(99) THE PRESIDENT'S COUNCIL FOUNDATION
526 SUPERIOR AVE
CLEVELAND,OH44114
34-1871210 501(C)(3) 25,090       COMMUNITY SUPPORT
(100) THE VILLAGE AT MARYMOUNT
5200 MARYMOUNT VILLAGE DR
GARFIELD HTS,OH44125
20-5652595 501(C)(3) 20,000       HEALTHCARE RESEARCH & EDUCATION
(101) TOWARDS EMPLOYMENT INCORPORATED
1255 EUCLID AVENUE
CLEVELAND,OH44115
34-1578831 501(C)(3) 10,000       COMMUNITY SUPPORT
(102) UNITED NEGRO COLLEGE FUND INC
2000 AUBURN DRIVE SUITE 200
CLEVELAND,OH44122
13-1624241 501(C)(3) 10,000       SUPPORT EDUCATIONAL ACTIVITIES
(103) UNITED WAY OF GREATER CLEVELAND
1331 EUCLID AVENUE
CLEVELAND,OH441151854
34-6516654 501(C)(3) 55,000       COMMUNITY SUPPORT
(104) UNIVERSITY CIRCLE INC
10831 MAGNOLIA DRIVE
CLEVELAND,OH44106
34-0823464 501(C)(3) 6,250       COMMUNITY SUPPORT
(105) UNIVERSITY OF AKRON
302 E BUTCHEL AVENUE
AKRON,OH44325
34-6002924 501(C)(3) 5,000       SUPPORT EDUCATIONAL ACTIVITIES
(106) UNIVERSITY SETTLEMENT INC
4800 BROADWAY AVENUE
CLEVELAND,OH44127
34-0714776 501(C)(3) 5,000       COMMUNITY SUPPORT
(107) WESTERN RESERVE FIRE MUSEUM AT CLEVELAND INC
526 SUPERIOR AVE
CLEVELAND,OH44114
34-1590214 501(C)(3) 5,000       COMMUNITY SUPPORT
(108) WOMANKIND INC
5400 TRANSPORTATION BLVD
GARFIELD HTS,OH44125
51-0168651 501(C)(3) 6,000       HEALTHCARE RESEARCH & EDUCATION
(109) WOMEN OF COLOR FOUNDATION
1667 EAST 40TH ST
CLEVELAND,OH441033746
02-0743542 501(C)(3) 20,000       COMMUNITY SUPPORT
(110) YMCA OF CLEVELAND OHIO INC
2200 PROSPECT AVE
CLEVELAND,OH44115
34-0714728 501(C)(3) 6,460       COMMUNITY SUPPORT
(111) YOUTH OPPORTUNITIES UNLIMITED
3750 PROSPECT AVE
CLEVELAND,OH44115
34-1381135 501(C)(3) 12,500       COMMUNITY SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
108
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) SCHOLARSHIPS 211 7,206,254 0    
(2) FELLOWSHIPS 1844 78,906,282 0    
(3) LODGING FOR INDIGENT 377 93,624 0    








Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: CCF CONTRIBUTES FINANCIAL AND IN-KIND SUPPORT TO OTHER TAX EXEMPT ORGANIZATIONS AND AGENCIES THAT FURTHER THE CCF MISSION OF PATIENT CARE, RESEARCH, AND EDUCATION. THESE ORGANIZATIONS ARE TO USE THE SUPPORT TO STRENGTHEN THE OVERALL HEALTH OF THE COMMUNITIES WE SERVE.
SCHEDULE I, PART III THE SCHOLARSHIPS AND FELLOWSHIPS LISTED ARE IN FURTHERANCE OF THE CLEVELAND CLINIC FOUNDATION'S MISSION TO INCREASE KNOWLEDGE, AWARENESS, AND QUALITY OF PATIENT CARE AND RESEARCH THROUGH EDUCATION. THE INDIGENT AID LISTED IS PERFORMED IN FURTHERANCE OF CLEVELAND CLINIC FOUNDATION'S MISSION TO PROVIDE BETTER CARE OF THE SICK AND THE INVESTIGATION INTO THEIR PROBLEMS.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1COSGROVE DELOS MPRESIDENT, CEO (i)
(ii)
3,691,537
...............................
0
0
...............................
0
421,064
...............................
0
67,669
...............................
0
14,981
...............................
0
4,195,251
...............................
0
0
...............................
0
2HAHN JOSEPH FCHIEF OF STAFF (i)
(ii)
1,360,248
...............................
0
0
...............................
0
1,851,856
...............................
0
111,444
...............................
0
15,100
...............................
0
3,338,648
...............................
0
0
...............................
0
3JONES J STEPHEN MDPRES OF REGIONAL HOSP (i)
(ii)
561,562
...............................
0
0
...............................
0
53,098
...............................
0
26,000
...............................
0
16,711
...............................
0
657,371
...............................
0
0
...............................
0
4STARLING RANDALL MDVICE CHAIR CLINICAL OPS (i)
(ii)
539,076
...............................
0
0
...............................
0
55,758
...............................
0
26,000
...............................
0
26,107
...............................
0
646,941
...............................
0
0
...............................
0
5DICORLETO PAUL ECHAIR - RESEARCH INST (i)
(ii)
439,921
...............................
0
0
...............................
0
44,989
...............................
0
191,382
...............................
0
16,595
...............................
0
692,887
...............................
0
0
...............................
0
6GLASS STEVEN CCFO & TREASURER (i)
(ii)
990,546
...............................
0
0
...............................
0
94,779
...............................
0
37,162
...............................
0
15,198
...............................
0
1,137,685
...............................
0
0
...............................
0
7HARRINGTON MICHAELCAO & CONTROLLER (i)
(ii)
550,401
...............................
0
0
...............................
0
50,217
...............................
0
26,000
...............................
0
17,904
...............................
0
644,522
...............................
0
0
...............................
0
8MCHUGH LINDAASSISTANT SECRETARY (i)
(ii)
355,504
...............................
0
0
...............................
0
31,746
...............................
0
43,992
...............................
0
15,170
...............................
0
446,412
...............................
0
0
...............................
0
9MEEHAN MICHAELRECORDING SECRETARY (i)
(ii)
287,621
...............................
0
0
...............................
0
29,492
...............................
0
62,821
...............................
0
15,153
...............................
0
395,087
...............................
0
0
...............................
0
10PEACOCK WILLIAMCHIEF OF OPERATIONS (i)
(ii)
836,816
...............................
0
0
...............................
0
61,943
...............................
0
29,248
...............................
0
20,359
...............................
0
948,366
...............................
0
0
...............................
0
11ROWAN DAVID WCHIEF LEGAL OFFICER (i)
(ii)
870,571
...............................
0
0
...............................
0
88,587
...............................
0
26,000
...............................
0
16,653
...............................
0
1,001,811
...............................
0
0
...............................
0
12MIHALJEVIC TOMISLAVCHIEF OF STAFF - CCAD (i)
(ii)
1,181,830
...............................
0
0
...............................
0
586,423
...............................
0
26,000
...............................
0
21,067
...............................
0
1,815,320
...............................
0
0
...............................
0
13LYTLE BRUCEINSTITUTE CHAIRMAN - HVI (i)
(ii)
1,546,155
...............................
0
0
...............................
0
2,660,483
...............................
0
-140,557
...............................
0
14,638
...............................
0
4,080,719
...............................
0
0
...............................
0
14HARRISON MARC ACEO - CCAD (i)
(ii)
964,586
...............................
0
0
...............................
0
562,726
...............................
0
26,000
...............................
0
21,111
...............................
0
1,574,423
...............................
0
0
...............................
0
15BRONSON DAVID LPRES REG HOSPS (RETIREE) (i)
(ii)
797,712
...............................
0
0
...............................
0
2,562,263
...............................
0
549,943
...............................
0
15,100
...............................
0
3,925,018
...............................
0
0
...............................
0
16COSTIN JOHNINSTITUTE CHAIRMAN (i)
(ii)
1,324,100
...............................
0
0
...............................
0
138,528
...............................
0
26,000
...............................
0
16,174
...............................
0
1,504,802
...............................
0
0
...............................
0
17HENDERSON J MICHAELPHYSICIAN (2014 RETIREE) (i)
(ii)
831,506
...............................
0
0
...............................
0
1,172,465
...............................
0
191,241
...............................
0
27,781
...............................
0
2,222,993
...............................
0
0
...............................
0
18KOO ANNAPHYSICIAN (2014 RETIREE) (i)
(ii)
336,872
...............................
0
0
...............................
0
961,586
...............................
0
161,317
...............................
0
16,989
...............................
0
1,476,764
...............................
0
0
...............................
0
19MARTIN DANIELINSTITUTE CHAIRMAN (i)
(ii)
1,196,240
...............................
0
0
...............................
0
117,922
...............................
0
26,000
...............................
0
15,034
...............................
0
1,355,196
...............................
0
0
...............................
0
20MATSEN PAULFORMER KEY EMPLOYEE (i)
(ii)
862,576
...............................
0
0
...............................
0
84,116
...............................
0
26,000
...............................
0
15,198
...............................
0
987,890
...............................
0
0
...............................
0
21FUNG JOHNFORMER KEY EMPLOYEE (i)
(ii)
892,326
...............................
0
0
...............................
0
88,176
...............................
0
26,000
...............................
0
15,198
...............................
0
1,021,700
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A LISTED BENEFITS THE BENEFITS CHECKED IN PART I, QUESTION 1A, WERE PROVIDED TO CERTAIN PERSONS LISTED IN FORM 990, PART VII, SECTION A ON AN EXCEPTION BASIS ONLY FOR AN APPROPRIATE BUSINESS PURPOSE. ANY REIMBURSEMENT OF THE EXPENSES LISTED MET CLEVELAND CLINIC'S WRITTEN POLICY REGARDING SUBSTANTIATION AND REIMBURSEMENT. WHERE REQUIRED BY IRS RULES AND REGULATIONS, THE LISTED BENEFITS WERE INCLUDED IN TAXABLE INCOME.
PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: DAVID L. BRONSON- PARTICIPATED IN AND RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. FOR MEDICARE TAX PURPOSES, $2,475,132 OF INCOME REPORTED IN PART VII AND SCHEDULE J REPRESENT THE AMOUNT VESTED IN THE PLAN. JOSEPH F. HAHN - PARTICIPATED IN AND RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. FOR MEDICARE TAX PURPOSES, $1,465,515 OF INCOME REPORTED IN PART VII AND SCHEDULE J REPRESENT THE AMOUNT VESTED IN THE PLAN. J. MICHAEL HENDERSON - PARTICIPATED IN AND RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. FOR MEDICARE TAX PURPOSES, $1,078,869 OF INCOME REPORTED IN PART VII AND SCHEDULE J REPRESENT THE AMOUNT VESTED IN THE PLAN. ANNA KOO - PARTICIPATED IN AND RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. FOR MEDICARE TAX PURPOSES, $929,705 OF INCOME REPORTED IN PART VII AND SCHEDULE J REPRESENT THE AMOUNT VESTED IN THE PLAN. BRUCE LYTLE - PARTICIPATED IN AND RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. FOR MEDICARE TAX PURPOSES, $1,431,046 OF INCOME REPORTED IN PART VII AND SCHEDULE J REPRESENT THE AMOUNT VESTED IN THE PLAN. DELOS M. COSGROVE - PARTICIPATES IN A SPLIT DOLLAR LIFE INSURANCE PLAN FROM WHICH NO CASH PAYMENTS WERE RECEIVED. DR COSGROVE'S 2014 BASE SALARY INCLUDES A SINGLE, FIXED ANNUAL PAYMENT WHICH IS INTENDED TO OFFSET THE DILUTION IN THE ACTUARIAL VALUE OF HIS SUPPLEMENTAL RETIREMENT PLAN. THIS DILUTION IS A RESULT OF DR COSGROVE WORKING BEYOND HIS EXPECTED RETIREMENT AGE AS DEFINED BY THE PLAN. THE FOLLOWING INDIVIDUALS PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN AND THE ANNUAL INCREASE OR DECREASE IN THE ACTUARIAL VALUE IS INCLUDED IN SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION: DAVID BRONSON - $523,943 INCREASE, DELOS M. COSGROVE - $41,669 INCREASE, PAUL E. DICORLETO - $165,382 INCREASE, JOSEPH F. HAHN - $85,444 INCREASE, J. MICHAEL HENDERSON - $165,241 INCREASE, ANNA KOO - $135,317 INCREASE, BRUCE LYTLE - $166,557 DECREASE, AND MICHAEL J. MEEHAN - $36,821 INCREASE. THE FOLLOWING INDIVIDUALS PARTICIPATE IN A QUALIFIED DEFINED BENEFIT PLAN AND THE ANNUAL INCREASE OR DECREASE IN THE ACTUARIAL VALUE IS INCLUDED IN SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION: STEVEN C. GLASS - $11,162 INCREASE, LINDA MCHUGH - $17,992 INCREASE AND WILLIAM PEACOCK - $3,248 INCREASE.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number
34-0714585
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 67756DAY2 05-29-2013 309,434,915 BOND 2013: REFUND 2004A, 2003A AND FACILITY IMPROVEMENTS   X   X   X
B OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 67756A3Z3 05-09-2012 519,383,182 BOND 2012: REFUND 2009, 2003A AND FACILITY IMPROVEMENTS   X   X   X
C OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 677561HU9 11-02-2011 208,951,439 BOND 2011A: REFUND 2003A SERIES   X   X   X
D OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 NOTAPPLIC 11-02-2011 41,120,000 BOND 2011B: REFUND 1992A & B AND 1989 SERIES   X   X   X
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 677561FV9 08-25-2009 807,007,320 BONDS 2009A&B: REFUND 2008B, FACILITY CONSTRUCTION, EQUIPPING AND IMPROVING   X   X   X
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 67756AG22 10-15-2008 451,686,386 BOND 2008A: REFUND 06A, 04A, AND 01A; FACILITY IMPROVEMENTS   X   X   X
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 67756AJ37 10-15-2008 670,000,000 BOND 2008B: REFUND 06A, 04A, AND 01A; FACILITY IMPROVEMENTS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 16,221,759 7,991,318 7,700,020 7,850,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 309,434,914 519,383,182 208,951,439 41,120,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . . 2,302,465     2,302,465
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 2,129,301 3,825,815 2,003,385 735,249
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 20,001,498 411,300,530 324,315,217  
11 Other spent proceeds . . . . . . . . . . . . . . 287,304,115 104,256,837 206,948,054 38,082,286
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2013 2012 2011 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X   X X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X X   X     X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 1.120 % 0.730 % 1.500 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0.080 % 0.020 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.120 % 0.810 % 1.520 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X   X   X  
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X   X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X     X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 08/25/2014 ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 10/15/2013 ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 10/15/2013
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number
34-0714585
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 67756DAY2 05-29-2013 309,434,915 BOND 2013: REFUND 2004A, 2003A AND FACILITY IMPROVEMENTS   X   X   X
B OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 67756A3Z3 05-09-2012 519,383,182 BOND 2012: REFUND 2009, 2003A AND FACILITY IMPROVEMENTS   X   X   X
C OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 677561HU9 11-02-2011 208,951,439 BOND 2011A: REFUND 2003A SERIES   X   X   X
D OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 NOTAPPLIC 11-02-2011 41,120,000 BOND 2011B: REFUND 1992A & B AND 1989 SERIES   X   X   X
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 677561FV9 08-25-2009 807,007,320 BONDS 2009A&B: REFUND 2008B, FACILITY CONSTRUCTION, EQUIPPING AND IMPROVING   X   X   X
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 67756AG22 10-15-2008 451,686,386 BOND 2008A: REFUND 06A, 04A, AND 01A; FACILITY IMPROVEMENTS   X   X   X
OHIO HIGHER EDUCATIONAL FACILITY COMMISSION
 
34-6849674 67756AJ37 10-15-2008 670,000,000 BOND 2008B: REFUND 06A, 04A, AND 01A; FACILITY IMPROVEMENTS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 16,221,759 7,991,318 7,700,020 7,850,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 309,434,914 519,383,182 208,951,439 41,120,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . . 2,302,465     2,302,465
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 2,129,301 3,825,815 2,003,385 735,249
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 20,001,498 411,300,530 324,315,217  
11 Other spent proceeds . . . . . . . . . . . . . . 287,304,115 104,256,837 206,948,054 38,082,286
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2013 2012 2011 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X   X X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X X   X     X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 1.120 % 0.730 % 1.500 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0.080 % 0.020 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.120 % 0.810 % 1.520 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X   X   X  
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X   X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X     X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 08/25/2014 ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 10/15/2013 ISSUER NAME: OHIO HIGHER EDUCATIONAL FACILITY COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 10/15/2013
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) D COSGROVE CEO/PRESIDENT INSURANCE PREMIUM PAYMENTS TREATED AS A LOAN   X 229,247 5,559,617   No Yes   Yes  
Total ......Small Bullet $ 5,559,617
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) LAURA HAHN BRANDON FAMILY MEMBER OF JOSEPH HAHN, CCF CHIEF OF STAFF AND DIRECTOR 93,027 EMPLOYMENT AGREEMENT WITH CCF   No
(2) LOREEN KOBILARCSIK FAMILY MEMBER OF LINDA MCHUGH, CCF OFFICER 24,195 EMPLOYMENT AGREEMENT WITH CCF   No
(3) KATHERINE MCHUGH FAMILY MEMEBER OF LINDA MCHUGH, CCF OFFICER 18,348 EMPLOYMENT AGREEMENT WITH CCF   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 6 74,694 APPRAISAL
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 1,272 SALE COMPARABLE GOODS
5 Clothing and household
goods .......
X 22,415 SALE COMPARABLE GOODS
6 Cars and other vehicles .. X 1 22,565 COST
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 202 8,312,309 AVERAGE HIGH/LOW
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential . X 1 125,000 APPRAISAL
16 Real estate—Commercial ..        
17 Real estate—Other ... X 1 200,000 APPRAISAL
18 Collectibles .....        
19 Food inventory ... X 6 47,420 COST
20 Drugs and medical supplies . X 2 28,061 COST
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
2
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: THE CLEVELAND CLINIC FOUNDATION WILL AT TIMES HIRE INDEPENDENT THIRD PARTIES TO SELL CERTAIN NON-CASH CONTRIBUTIONS SUCH AS AUCTION ITEMS OR REAL ESTATE.
Schedule M (Form 990) (2014)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Return Reference Explanation
PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CLEVELAND CLINIC WAS ESTABLISHED IN 1921 WITH THE SAME MISSION THAT CONTINUES TODAY: BETTER CARE FOR THE SICK, INVESTIGATION OF THEIR PROBLEMS, AND FURTHER EDUCATION OF THOSE WHO SERVE. CONSISTENT WITH ITS TRIPARTITE MISSION, CLEVELAND CLINIC'S PRIMARY PROGRAM SERVICES ARE FOCUSED ON PATIENT CARE PROVIDED ON A CHARITABLE BASIS, MEDICAL RESEARCH, AND EDUCATION OF BOTH MEDICAL PROFESSIONALS AND THE COMMUNITY. THE FOUNDERS RECOGNIZED THAT IT IS IN THE BEST INTEREST OF PATIENTS TO POOL THE TALENTS OF MEDICAL SPECIALISTS TO DEVELOP, TEACH, AND APPLY THE BEST MEDICAL TECHNIQUES. THIS STATEMENT IS NOT INTENDED TO IDENTIFY ALL THE ACTIVITIES BY WHICH CLEVELAND CLINIC FULFILLS ITS CHARITABLE PURPOSES, BUT RATHER IS A SUMMARY OF ITS PRIMARY PROGRAM SERVICES AND CONTRIBUTIONS TO THE COMMUNITY. CLEVELAND CLINIC IS THE PARENT OF THE CLEVELAND CLINIC HEALTH SYSTEM AND REPORTS COMMUNITY BENEFIT ON A SYSTEM-WIDE BASIS, SO THE COMMUNITY BENEFIT NUMBERS REPORTED HERE ARE FOR THE HEALTH SYSTEM. THE COMMUNITY BENEFIT THAT THE CLEVELAND CLINIC HEALTH SYSTEM PROVIDES INCLUDES PATIENT CARE PROVIDED ON A CHARITABLE BASIS, RESEARCH, EDUCATION, MEDICAID SHORTFALL, SUBSIDIZED HEALTH SERVICES, AND COMMUNITY OUTREACH PROGRAMS. THE CLEVELAND CLINIC HEALTH SYSTEM DEFINES AND MEASURES COMMUNITY BENEFIT (INCLUDING FINANCIAL ASSISTANCE) USING THE CATHOLIC HEALTH ASSOCIATION ("CHA") COMMUNITY BENEFIT MODEL, WHICH RECOMMENDS REPORTING FINANCIAL ASSISTANCE ON A COST BASIS. USING THIS MODEL, IN 2014 CLEVELAND CLINIC AND ITS AFFILIATES PROVIDED $681.8 MILLION IN BENEFITS TO THE COMMUNITIES WE SERVE. THE CURRENT COMMUNITY BENEFIT REPORT IS AVAILABLE ON OUR WEBSITE AT CLEVELANDCLINIC.ORG. (COMMUNITY BENEFIT AMOUNTS REPORTED IN THIS PROGRAM SERVICE STATEMENT REFER TO OUR 2014 COMMUNITY CONNECTIONS, BASED ON THE CHA REPORTING METHODOLOGY. SEE FORM 990, SCHEDULE H FOR A RECONCILIATION OF SCHEDULE H TO COMMUNITY BENEFIT REPORTING.) I. PATIENT CARE CLEVELAND CLINIC IS DEDICATED TO THE COMMUNITIES WE SERVE, STRIVING TO PROVIDE COMPASSIONATE, HIGH QUALITY HEALTHCARE TO ALL WHO NEED IT AND SUPPORTING PROGRAMS AND INITIATIVES THAT IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITIES. THROUGH OUR FINANCIAL ASSISTANCE EFFORTS AND AS A LEADING MEDICAID PROVIDER IN OHIO, WE PROVIDE HEALTHCARE TO THOSE WHO OTHERWISE COULD NOT AFFORD IT. DURING 2014, CLEVELAND CLINIC RECORDED 1,265 TOTAL STAFFED BEDS, 112,042 EMERGENCY VISITS, 89,974 SURGICAL CASES, 53,722 ADMISSIONS, AND MORE THAN 5.4 MILLION TOTAL CLINIC VISITS. IT IS THE POLICY OF CLEVELAND CLINIC TO TREAT ALL PATIENTS WITH COMPASSION, DIGNITY AND RESPECT, REGARDLESS OF THEIR RACE, CREED, OR ABILITY TO PAY. CLEVELAND CLINIC'S PATIENT CARE SERVICES ARE PROVIDED VIA PATIENT-ORIENTED INSTITUTES, WHICH ARE STRUCTURED ON THE BASIS OF ORGAN SYSTEM OR DISEASE. THE INSTITUTES FACILITATE A MULTIDISCIPLINARY APPROACH, AND ARE DESIGNED TO ENHANCE CONVENIENCE FOR PATIENTS AND THE EXCHANGE OF KNOWLEDGE, RESEARCH AND EDUCATIONAL COLLABORATION FOR BETTER PATIENT OUTCOMES. SOME OF THE INSTITUTES ARE: ANESTHESIOLOGY, COLE EYE, DIGESTIVE DISEASE, EMERGENCY SERVICES, ENDOCRINOLOGY & METABOLISM, GLICKMAN UROLOGICAL & KIDNEY, HEAD & NECK, MILLER FAMILY HEART & VASCULAR, IMAGING, MEDICINE, NEUROLOGICAL, NURSING, OB/GYN & WOMEN'S HEALTH, ORTHOPAEDIC & RHEUMATOLOGY, PATHOLOGY & LABORATORY MEDICINE, PEDIATRIC & CHILDREN'S HOSPITAL, RESPIRATORY, TAUSSIG CANCER AND WELLNESS. NOTABLE ACHIEVEMENTS CLEVELAND CLINIC WAS AGAIN RECOGNIZED FOR ITS QUALITY OF CARE IN U.S. NEWS & WORLD REPORT'S PRESTIGIOUS ANNUAL "AMERICA'S BEST HOSPITALS" SURVEY IN 2014. OVERALL, CLEVELAND CLINIC WAS RANKED 4TH AMONG THE NATION'S MORE THAN 5,000 HOSPITALS. CLEVELAND CLINIC WAS RANKED AMERICA'S NUMBER ONE CENTER FOR CARDIAC CARE FOR THE 20TH YEAR IN A ROW. UROLOGY, NEPHROLOGY, DIABETES & ENDOCRINOLOGY, GASTROENTEROLOGY, AND RHEUMATOLOGY PROGRAMS WERE ALL RANKED SECOND IN THE NATION. FINANCIAL ASSISTANCE THE CLEVELAND CLINIC FINANCIAL ASSISTANCE POLICY ASSISTS POOR AND INDIGENT PATIENTS BY PROVIDING FREE CARE FOR MEDICALLY NECESSARY SERVICES TO UNINSURED PATIENTS WITH INCOMES UP TO 250 PERCENT OF THE FEDERAL POVERTY LEVEL AND ALSO OFFERS DISCOUNTS ON MEDICALLY NECESSARY SERVICES FOR UNINSURED PATIENTS WHOSE INCOME IS UP TO 400 PERCENT OF THE POVERTY LEVEL. PATIENTS WITH EXCEPTIONAL CIRCUMSTANCES MAY ALSO BE ELIGIBLE FOR FINANCIAL ASSISTANCE. THIS POLICY IS DESIGNED TO PREVENT MEDICAL BILLS FROM CAUSING A PATIENT OR FAMILY UNDUE FINANCIAL HARDSHIP. THE CLEVELAND CLINIC HEALTH SYSTEM PROVIDED FINANCIAL ASSISTANCE AT A COST OF $101.0 MILLION IN 2014. II. RESEARCH CLEVELAND CLINIC'S MISSION INCLUDES CONDUCTING RESEARCH TO ADVANCE BIOMEDICAL SCIENCE TO ULTIMATELY IMPROVE PATIENT CARE, PREVENT DISEASE, AND FIND CURES FOR MEDICAL ISSUES. CLEVELAND CLINIC'S LERNER RESEARCH INSTITUTE ("LRI") IS ITS RESEARCH INSTITUTE LOCATED ON THE MAIN CAMPUS AND HOME TO A COMPLETE SPECTRUM OF LABORATORY-, TRANSLATIONAL-, AND CLINICAL-BASED RESEARCH. LRI HAS 172 FACULTY-LEVEL SCIENTISTS ORGANIZED IN THE FOLLOWING DEPARTMENTS: BIOMEDICAL ENGINEERING, CANCER BIOLOGY, CELLULAR AND MOLECULAR MEDICINE, GENOMIC MEDICINE, IMMUNOLOGY, MOLECULAR CARDIOLOGY, MOLECULAR GENETICS, NEUROSCIENCES, OPHTHALMIC RESEARCH, PATHOBIOLOGY, QUANTITATIVE HEALTH SCIENCES, STEM CELL BIOLOGY AND REGENERATIVE MEDICINE, AND TRANSLATIONAL HEMATOLOGY AND ONCOLOGY RESEARCH. LRI IS ONE OF THE LEADING NIH-FUNDED RESEARCH INSTITUTES IN THE UNITED STATES AND HAS SPEARHEADED NUMEROUS ADVANCES IN THE DIAGNOSIS AND TREATMENT OF COMPLEX MEDICAL PROBLEMS. SCIENTISTS AND THEIR TEAMS ARE PURSUING A WIDE RANGE OF BIOMEDICAL QUESTIONS AT LRI, INCLUDING THOSE RELATED TO CARDIOVASCULAR, CANCER, NEUROLOGICAL, MUSCULOSKELETAL, AND METABOLIC DISEASES. ALTOGETHER, NEARLY 1,500 SCIENTISTS AND SUPPORT PERSONNEL WORK AT LRI. THIS INCLUDES APPROXIMATELY 200 POSTDOCTORAL FELLOWS, 80 GRADUATE STUDENTS AND 200 UNDERGRADUATE STUDENTS. IN ADDITION TO BASIC PRE-CLINICAL RESEARCH, THE CLEVELAND CLINIC AND ITS EMPLOYED PHYSICIANS PARTICIPATE OR ARE PRIMARY INVESTIGATORS IN MANY CLINICAL TRIALS. IN 2014, CLEVELAND CLINIC WAS INVOLVED IN OVER 4,000 ACTIVE HUMAN SUBJECTS RESEARCH STUDIES. THE ONGOING COLLABORATION BETWEEN PHYSICIAN INVESTIGATORS AND STUDY VOLUNTEERS IS CENTRAL TO TESTING THE SAFETY AND EFFECTIVENESS OF DRUGS AND MEDICAL PROCEDURES AND HELPS TO SET THE STANDARDS FOR PATIENT CARE. RESEARCH AT CLEVELAND CLINIC IS FUNDED BY EXTERNAL SOURCES, SUCH AS FEDERAL GRANTS, BUT IS ALSO SUBSTANTIALLY SUPPORTED BY THE CLINIC'S OWN INTERNAL RESOURCES. IN 2014, CLEVELAND CLINIC PROVIDED COMMUNITY BENEFIT IN RESEARCH OF $201.6 MILLION, WHICH INCLUDED EXTERNALLY-SPONSORED FUNDING OF $131.2 MILLION. THE CLEVELAND CLINIC'S RESEARCH ACTIVITIES ARE INTENDED TO IMPROVE PATIENT CARE AND THE HEALTH OF THE PUBLIC AT LARGE, BY PROVIDING THE LATEST ADVANCES IN MEDICINE DIRECTLY TO PATIENTS AND BY REFINING THE PRACTICE OF MEDICINE THROUGH THE DEVELOPMENT AND PROMULGATION OF NEW TECHNIQUES, DEVICES, AND TREATMENT PROTOCOLS. III. EDUCATION ON ITS MAIN CAMPUS, CLEVELAND CLINIC OPERATES A MEDICAL SCHOOL AND RELATED RESEARCH INSTITUTE. THE PRIMARY FOCUS OF CLEVELAND CLINIC LERNER COLLEGE OF MEDICINE OF CASE WESTERN RESERVE UNIVERSITY (THE "LERNER COLLEGE OF MEDICINE") IS THE TEACHING AND TRAINING OF MEDICAL STUDENTS WHO HAVE A PARTICULAR INTEREST IN RESEARCH. MANY CLEVELAND CLINIC PHYSICIANS SERVE AS FACULTY FOR THE LERNER COLLEGE OF MEDICINE, FURTHERING THE INTEGRATION OF CLINICAL CARE WITH RESEARCH AND EDUCATION. THE LERNER COLLEGE OF MEDICINE CURRENTLY PROVIDES ALL STUDENTS WITH FULL TUITION SCHOLARSHIPS. IN ADDITION TO TRAINING THIS NATION'S FUTURE DOCTORS, CLEVELAND CLINIC SPONSORS A WIDE RANGE OF HIGH QUALITY MEDICAL EDUCATION TRAINING THROUGH ITS EDUCATION INSTITUTE INCLUDING ACCREDITED TRAINING PROGRAMS FOR NURSES AND HEALTH SCIENCE PROFESSIONALS. CLEVELAND CLINIC DEVOTES SUBSTANTIAL RESOURCES TO MEDICAL EDUCATION PROGRAMS WHICH, IN 2014, PROVIDED A NET COMMUNITY BENEFIT OF $231.0 MILLION. THESE EDUCATIONAL ACTIVITIES ENSURE RESIDENTS AND PATIENTS IN ALL OF THE CLEVELAND CLINIC'S COMMUNITIES ARE RECEIVING THE HIGHEST STANDARD OF MEDICAL CARE AND HAVE TRAINED HEALTH PROFESSIONALS TO CARE FOR THEM IN THE FUTURE. SOME OF THESE EDUCATION PROGRAMS INCLUDE: -GRADUATE MEDICAL EDUCATION: CLEVELAND CLINIC MAINTAINS ONE OF THE LARGEST GRADUATE MEDICAL EDUCATION PROGRAMS IN THE COUNTRY. IN 2014, 1,000 RESIDENTS AND FELLOWS TRAINED IN 70 ACCREDITED RESIDENCY TRAINING PROGRAMS, APPROVED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME), INCLUDING 159 ADVANCED FELLOWS IN 100 FELLOWSHIP PROGRAMS. -LERNER COLLEGE OF MEDICINE: SINCE ITS INCEPTION IN MAY 2002, THE CLEVELAND CLINIC LERNER COLLEGE OF MEDICINE OF CASE WESTERN RESERVE UNIVERSITY HAS LINKED ONE OF THE NATION'S TOP
PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CON'T) HOSPITALS WITH ONE OF THE NATION'S LEADING RESEARCH UNIVERSITIES. THERE WERE MORE THAN 1,800 APPLICANTS FOR 32 POSITIONS FOR THE 2014-15 ACADEMIC YEAR. THE PROGRAM'S STUDENTS HAVE MATCHED AT SOME OF THE MOST PRESTIGIOUS HOSPITALS THROUGHOUT THE UNITED STATES AND HAVE CONTRIBUTED 98 PUBLICATIONS TO THE WORLD'S STORE OF SCIENTIFIC KNOWLEDGE, AND 61 STUDENTS PARTICIPATED IN PRESENTATIONS AT LOCAL AND NATIONAL MEETINGS. -VISITING MEDICAL STUDENTS: VISITING MEDICAL STUDENT EDUCATION REPRESENTS A MAJOR ACADEMIC COMMITMENT BY CLEVELAND CLINIC. IN 2014, 279 MEDICAL STUDENTS FROM 106 MEDICAL SCHOOLS AROUND THE WORLD WERE AMONG THE 706 MEDICAL STUDENTS ROTATING THROUGH CLEVELAND CLINIC. -CENTER FOR CONTINUING EDUCATION: CLEVELAND CLINIC MAINTAINS ONE OF THE LARGEST CONTINUING MEDICAL EDUCATION (CME) PROGRAMS IN THE COUNTRY AND ENJOYS THE HIGHEST ACCME RANKING: "ACCREDITATION WITH COMMENDATION." IN 2014, THE CENTER FOR CONTINUING EDUCATION OFFERED 1,937 CME ACTIVITIES TO 364,900 PARTICIPANTS. OF THAT NUMBER, 1,124 WERE LIVE COURSES THAT ATTRACTED 77,790 PARTICIPANTS. CLEVELAND CLINIC IS ONE OF THE LARGEST PROVIDERS OF ONLINE CME AMONG THE NATION'S ACADEMIC MEDICAL CENTERS. THE CENTER'S WEBSITE HAD MORE THAN 400 ACTIVITIES THAT ATTRACTED 155,636 ACTIVITY VIEWERS. IN 2014, THE CENTER ISSUED MORE THAN 264,595 CERTIFICATES FOR LIVE AND ONLINE PROGRAMS COMBINED. JOURNAL CME CONTINUES TO REACH A LARGE NUMBER OF LEARNERS, WITH THE CLEVELAND CLINIC JOURNAL OF MEDICINE (CCJM) PARTICIPANTS RECEIVING MORE THAN 124,000 CERTIFICATES. -THE CCJM ENJOYED A CIRCULATION OF MORE THAN 104,000 AND RANKED NO. 1 IN READERSHIP AMONG JOURNALS DIRECTED TO OFFICE-BASED INTERNISTS AND CARDIOLOGISTS. EACH YEAR, THE PRINT AND ONLINE VERSIONS ARE READ OR ACCESSED BY APPROXIMATELY 4 MILLION PEOPLE AROUND THE WORLD. IN 2014 THE CCJM WEBSITE REGISTERED 4,520,140 PAGE VIEWS FROM 2.6 MILLION UNIQUE VISITORS. -CENTER FOR HEALTH SCIENCES EDUCATION: CLEVELAND CLINIC IS A MAJOR EDUCATION AND TRAINING SITE FOR A NUMBER OF HEALTH SCIENCE STUDENTS FROM VARIOUS ACADEMIC PROGRAMS THROUGHOUT THE REGION. THE CLEVELAND CLINIC HEALTH SYSTEM CURRENTLY OFFERS 14 IN-HOUSE ALLIED HEALTH PROGRAMS AND HAS 55 AFFILIATED PROGRAMS WITH REGIONAL ACADEMIC INSTITUTIONS. IN 2014, CLEVELAND CLINIC HOSTED MORE THAN 1,832 CLINICAL ROTATIONS FOR HEALTH SCIENCE STUDENTS. -CENTER FOR INTERNATIONAL MEDICAL EDUCATION: THIS CENTER IS RESPONSIBLE FOR COORDINATING CLEVELAND CLINIC'S INTERNATIONAL EDUCATIONAL INITIATIVES AND FOR ENSURING THE PROVISION OF HIGH QUALITY EDUCATIONAL EXPERIENCES FOR THE GLOBAL MEDICAL COMMUNITY. IN 2014, 902 INTERNATIONAL PHYSICIANS AND MEDICAL STUDENTS TRAVELED TO CLEVELAND CLINIC TO PARTICIPATE IN OBSERVERSHIPS; 176 PHYSICIANS ATTENDED SYMPOSIA HELD AT CLEVELAND CLINIC ON PATIENT EXPERIENCE, CARDIOLOGY, COLORECTAL SURGERY, SPINE SURGERY, GASTROENTEROLOGY, UROLOGY, PEDIATRICS, BREAST CANCER, AND OBESITY; AND OUR OWN STAFF TRAVELED TO MORE THAN 12 COUNTRIES TO SHARE CLINICAL AND SURGICAL INNOVATIONS. IV. ADDITIONAL COMMUNITY BENEFIT PATIENT CARE PROVIDED ON A CHARITABLE BASIS, RESEARCH, AND EDUCATION DESCRIBED ABOVE ARE INTEGRAL COMPONENTS OF THE COMMUNITY BENEFIT THE CLEVELAND CLINIC ANNUALLY REPORTS TO THE COMMUNITY. THE OTHER COMPONENTS OF OUR COMMUNITY BENEFIT ARE: COMMUNITY EDUCATION EDUCATING THE COMMUNITY HAS ALSO BEEN A PRIORITY AT CLEVELAND CLINIC. OUR CENTER FOR CONSUMER HEALTH INFORMATION EXPANDS KNOWLEDGE THROUGH A VARIETY OF MEDIA TO PATIENTS AND THE NORTHEAST OHIO COMMUNITY. FOLLOWING ARE SOME OF THE PROGRAMS OFFERED DURING 2014: HEALTH INFORMATION RESOURCE CENTER: THE ON-CAMPUS PATIENT AND FAMILY HEALTH AND EDUCATION CENTER IS A PLACE WHERE PATIENTS, VISITORS, AND EMPLOYEES CAN TAKE ADVANTAGE OF HEALTH INFORMATION RESOURCES. THE CONSUMER HEALTH INFORMATION STAFF ALSO FULFILLS REQUESTS FOR HEALTH INFORMATION MADE IN WRITING, BY EMAIL, OR BY PHONE. IN 2014, THE CENTER FULFILLED 11,427 REQUESTS AND SERVED 12,779 PEOPLE WHO CAME INTO THE CENTER FOR INFORMATION. HEALTH TALKS AND CCTV: THE CENTER FOR CONSUMER HEALTH INFORMATION HOSTED 33 COMMUNITY HEALTH TALKS/HEALTH EXCHANGE PROGRAMS AND MANAGED 4,297 SCHEDULED CLOSED-CIRCUIT TELEVISION WEEKLY PROGRAMS AND 614 WEEKLY ON-DEMAND TELEVISED PROGRAMS. INTERNET SITE: THE CENTER FOR CONSUMER HEALTH INFORMATION WEBSITE (WWW.CLEVELANDCLINIC.ORG/HEALTH) CONTINUES TO BE A SOURCE OF INFORMATION FOR USERS AROUND THE WORLD. THE WEBSITE ALSO FEATURES LIVE WEBCHATS WITH A HEALTH EDUCATOR, ALLOWING THE PUBLIC TO POST QUESTIONS AND HAVE THEM ANSWERED IN REAL TIME. WEBCHATS TAKE PLACE MONDAY THROUGH FRIDAY, FROM 9 AM TO 3:00 PM. BY THE END OF 2014, WE HELD 7,132 WEBCHATS. MEDICAID SHORTFALL THE CLEVELAND CLINIC HEALTH SYSTEM IS A LEADING PROVIDER OF MEDICAID SERVICES IN OHIO. IN MANY STATES, INCLUDING OHIO, MEDICAID PAYMENTS HAVE NOT BEEN SUFFICIENT TO COVER THE COST OF TREATING MEDICAID BENEFICIARIES. IN 2014, THE HEALTH SYSTEM'S UNPAID MEDICAID COSTS WERE $217.5 MILLION (THIS FIGURE IS NET OF AN HCAP BENEFIT OF $9.1 MILLION). SUBSIDIZED HEALTH SERVICES IN ADDITION TO FINANCIAL ASSISTANCE AND COSTS NOT COVERED BY MEDICAID PAYMENTS, ANOTHER CLINICAL COMMUNITY BENEFIT CATEGORY IS "SUBSIDIZED HEALTH SERVICES." THESE SERVICES YIELD LOW OR NEGATIVE MARGINS BUT ARE NEEDED IN THE COMMUNITY. CLEVELAND CLINIC HEALTH SYSTEM PROVIDED SUBSIDIZED HEALTH SERVICES IN 2014 AT A COST OF $16.9 MILLION. COMMUNITY OUTREACH PROGRAMS THE CLEVELAND CLINIC HEALTH SYSTEM IS ACTIVELY ENGAGED IN A BROAD ARRAY OF COMMUNITY OUTREACH PROGRAMS, PROVIDING OR CONTRIBUTING TO MORE THAN 300 SUCH PROGRAMS IN 2014 FOR A TOTAL NET COMMUNITY BENEFIT OF $45.0 MILLION. OUR WELL-ESTABLISHED OUTREACH PROGRAMS RANGE FROM FREE WELLNESS INITIATIVES, HEALTH SCREENINGS, CLINICAL SERVICES, AND EDUCATION TO ENROLLMENT ASSISTANCE FOR GOVERNMENT-FUNDED HEALTH PROGRAMS. COMMUNITY OUTREACH PROGRAMS FALL INTO THREE MAIN CATEGORIES: COMMUNITY HEALTH SERVICES, CASH AND IN-KIND DONATIONS, AND COMMUNITY BUILDING. IN 2014, SOME HIGHLIGHTS INCLUDED: -CLEVELAND CLINIC STAFF ACROSS THE SYSTEM PROVIDED NO-COST CLINICAL CARE TO UNDER- AND UNINSURED FAMILIES AT VARIOUS SITES IN THE COMMUNITIES IT SERVES. THE LANGSTON HUGHES HEALTH AND EDUCATION CENTER, A FAIRFAX NEIGHBORHOOD SITE, PROVIDED MULTI-GENERATIONAL PREVENTION AND WELLNESS SERVICES. -HEALTH FAIRS PROVIDED THOUSANDS OF PEOPLE WITH FREE SCREENINGS FOR DIABETES, CHOLESTEROL, HEART DISEASE, AND PROSTATE AND VARIOUS CANCERS. THE MINORITY MEN'S HEALTH FAIR, CELEBRATING SISTERHOOD, TU FAMILIA, AND DOZENS OF COMMUNITY HEALTH FAIRS EDUCATED COMMUNITY MEMBERS ON THE BENEFITS OF PREVENTATIVE CARE. -COMMUNITY EDUCATION CLASSES WERE OFFERED ACROSS THE ENTERPRISE PROVIDING EDUCATION ON CHRONIC DISEASE MANAGEMENT IN THE AREAS OF HEART DISEASE, STROKE, DIABETES, AND BRAIN HEALTH. FOR A FULL LIST OF MONTHLY EVENTS, GO TO WWW.CLEVELANDCLINIC.ORG AND SEARCH FOR COMMUNITY EVENTS. -WELLNESS INITIATIVES AND HEALTH LECTURES WERE PROVIDED TO SCHOOLS, FAITH-BASED ORGANIZATIONS, AND COMMUNITY CENTERS IN THE AREAS OF PREVENTION AND BEHAVIORAL CHANGE, INCLUDING SMOKING CESSATION, WEIGHT MANAGEMENT, TEEN PARENTING, FAMILY VIOLENCE, AND CHILD SAFETY. -COMMUNITY FARMERS MARKETS, URBAN GARDENS, AND NUTRITION SEMINARS WERE PROVIDED TO PROMOTE DISEASE PREVENTION AND HEALTHY LIFESTYLES. -REGIONAL LEADERSHIP SUMMITS BROUGHT COMMUNITY LEADERS TOGETHER FOR SOLVING PUBLIC EPIDEMIC HEALTH PROBLEMS SUCH AS HEROIN USE AND OBESITY. -PHYSICAL EDUCATION, TRAINING, AND CONCUSSION AWARENESS WERE PROVIDED TO HIGH SCHOOL STUDENTS BY THE ORTHOPAEDIC AND RHEUMATOLOGIC INSTITUTE. -CLEVELAND CLINIC'S TOMSICH PATHOLOGY & LABORATORY MEDICINE INSTITUTE DONATED SERVICES TO CLEVELAND AREA SAFETY-NET PROVIDERS THE FREE CLINIC AND CARE ALLIANCE. -CLEVELAND CLINIC PHILANTHROPY FOCUSED EFFORTS ON COMMUNITY NEEDS OF CANCER AND BRAIN HEALTH RESEARCH. V. CONCLUSION THE PURPOSE OF THE CLEVELAND CLINIC IS TO BENEFIT HUMANITY THROUGH THE EFFICIENT, EFFECTIVE, AND ETHICAL PRACTICE OF MEDICINE, BY ADVANCING SCIENTIFIC INVESTIGATION AND MEDICAL EDUCATION, BY MAINTAINING THE HIGHEST STANDARDS OF QUALITY, AND BY FOSTERING CREATIVITY AND INNOVATION.
FORM 990, PART VI, SECTION A, LINE 2 BILL SANFORD AND LARRY POLLOCK - BUSINESS JOSEPH SCAMINACE AND WILLIAM REIDY - BUSINESS
FORM 990, PART VI, SECTION A, LINE 3 CCF HOTEL SERVICES, LLC, A SINGLE MEMBER DISREGARDED ENTITY OF CCF, HAS ENTERED INTO A MANAGEMENT AGREEMENT WITH INTERCONTINENTAL HOTELS CORPORATION TO MANAGE THE TWO HOTELS OWNED BY CCF HOTEL SERVICES, LLC.
FORM 990, PART VI, SECTION A, LINE 6 PURSUANT TO NONPROFIT CORPORATION LAW, THERE CAN BE NO SHAREHOLDERS OR OTHER "EQUITY OWNERS" OF A NONPROFIT CORPORATION. MANAGEMENT AND CONTROL RIGHTS ARE HELD AND EXERCISED BY THE "MEMBERS" OF THE NONPROFIT CORPORATION. CCF IS AN OHIO NONPROFIT CORPORATION AND IT HAS BOTH MEMBERS AND TRUSTEES. IT DOES NOT HAVE STOCKHOLDERS.
FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO NONPROFIT CORPORATION LAW, THE "MEMBERS" OF THE CORPORATION ELECT THE BOARD OF DIRECTORS (TRUSTEES), AND THE BOARD THEN CONDUCTS THE AFFAIRS OF THE CORPORATION. IN ADDITION, ONE NONPROFIT CORPORATION MAY BE THE "MEMBER" OF ANOTHER NONPROFIT CORPORATION. CCF IS AN OHIO NONPROFIT CORPORATION AND IT HAS MEMBERS WHO ELECT THE DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO NONPROFIT CORPORATION LAW, CERTAIN OF THE DECISIONS OF THE GOVERNING BODIES MUST BE APPROVED BY THE MEMBERS. FOR EXAMPLE, ANY CHANGES TO THE ARTICLES OF INCORPORATION AND CODE OF REGULATIONS MUST BE APPROVED BY A VOTE OF THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY EXPERIENCED AND QUALIFIED MEMBERS OF THE FINANCE DIVISION TAX DEPARTMENT. PRIOR TO FILING, KEY SECTIONS OF THE FORM ARE REVIEWED WITH EXPERIENCED AND QUALIFIED MEMBERS OF THE LAW DEPARTMENT. IN ADDITION, THE ENTIRE RETURN IS ALSO REVIEWED WITH THE CFO, THE AUDIT COMMITTEE CHAIRPERSON AND THE AUDIT COMMITTEE VICE CHAIRPERSON. THE PAID PREPARER (BIG 4 PUBLIC ACCOUNTING FIRM) CONDUCTS AN IN DEPTH REVIEW OF THE FORM. ANNUALLY, THE 990 FILING IS REVIEWED AND DISCUSSED WITH THE ENTIRE AUDIT COMMITTEE. UPON CONFIRMATION OF SUCCESSFUL E-FILING FROM THE IRS, A COPY OF THE FINAL E-FILED RETURN WILL BE MADE AVAILABLE TO APPROPRIATE MEMBERS OF THE GOVERNING BODY. IN ADDITION TO POSTING ON GUIDESTAR, THE FINAL E-FILED RETURN WILL BE POSTED ON THE ORGANIZATION'S WEBSITE AT WWW.CLEVELANDCLINIC.ORG.
FORM 990, PART VI, SECTION B, LINE 12C CCF HAS ADOPTED A CONFLICT OF INTEREST ("COI") POLICY CONSISTENT WITH THE MODEL IRS COI POLICY. IT APPLIES TO DIRECTORS, OFFICERS AND TRUSTEES OF CCF AND ALL ITS AFFILIATES, BOTH EXEMPT AND TAXABLE. UNDER THE BOARD OF DIRECTORS POLICY AND PROCEDURES FOR DEALING WITH CONFLICT OF INTEREST ISSUES (THE POLICY), A TRUSTEE OR DIRECTOR WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION, OR ARRANGEMENT MUST REFRAIN FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTION, OR ARRANGEMENT. IN ADDITION, THE TRUSTEES, DIRECTORS AND OFFICERS MUST ANNUALLY DISCLOSE ANY INTERESTS AS DEFINED IN THE POLICY THAT MAY BE CONSIDERED A POTENTIAL CONFLICT OF INTEREST. FAILURE TO TIMELY REPLY IS TO BE ADDRESSED BY THE COMMITTEE UNDER THE POLICY. THE TRUSTEES, OFFICERS AND DIRECTORS HAVE A CONTINUING OBLIGATION TO NOTIFY THE CHIEF GOVERNANCE OFFICER AT ANY TIME DURING THE YEAR IF ANY OF THEIR DISCLOSURES CHANGE OR IF A NEW DISCLOSURE IS REQUIRED UNDER THE POLICY. THE BOARD CONFLICT OF INTEREST COMMITTEE MEETS AT LEAST FOUR TIMES A YEAR AND REVIEWS THE DISCLOSURES, ANY PROPOSED ARRANGEMENTS THAT MAY INVOLVE A POTENTIAL CONFLICT OF INTEREST, AND DOCUMENTS THEIR CONCLUSIONS. UNDER THE POLICY, THE INTERESTED PERSONS MAY ATTEND A MEETING AT THE DISCRETION OF THE BOARD OR COMMITTEE TO PROVIDE INFORMATION OR ANSWER QUESTIONS, BUT THEY MAY NOT BE PRESENT DURING FINAL CONSIDERATION OR VOTING ON THE ARRANGEMENTS.
FORM 990, PART VI, SECTION B, LINE 15 ALL CCF OFFICERS AND KEY EMPLOYEE POSITIONS HAVE THEIR COMPENSATION REVIEWED IN ADVANCE ANNUALLY BY THE COMPENSATION COMMITTEE OF THE CCF BOARD OF DIRECTORS, WHICH IS VESTED WITH BOARD-DELEGATED POWERS TO ACT ON BEHALF OF THE BOARD WITH RESPECT TO COMPENSATION MATTERS. IN REVIEWING AND ESTABLISHING COMPENSATION FOR THESE OFFICERS AND KEY EMPLOYEES, THE COMMITTEE USES A PROCESS WHICH IS INTENDED TO CREATE THE PRESUMPTION IN REGULATION 53.4958-6(A) THAT PAYMENTS OF COMPENSATION TO THESE PERSONS CONSTITUTE REASONABLE COMPENSATION, DEFINED AS AMOUNTS THAT ARE WITHIN THE RANGE OF COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS TO SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. IN THIS PROCESS, NO MEMBER OF THE COMMITTEE WHO HAS A CONFLICT OF INTEREST WITHIN THE MEANING OF REGULATION 53.4958-6(C)(1)(III) WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE IS PERMITTED TO PARTICIPATE IN THE REVIEW AND APPROVAL OF THAT COMPENSATION ARRANGEMENT. IN ESTABLISHING COMPENSATION FOR EMPLOYED PHYSICIANS FOR PHYSICIAN SERVICES, CCF PARTICIPATES IN PRODUCTIVITY AND COMPENSATION SURVEYS WITH SIMILARLY SITUATED ORGANIZATIONS ACROSS THE U.S. IN ADDITION, CCF ENGAGES THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT WHO EACH YEAR PROVIDES CCF WITH A CUSTOMIZED COMPENSATION REPORT REGARDING PHYSICIAN COMPENSATION. BY USING THIS DATA, CCF HAS BEEN ABLE TO DEVELOP MARKET-BASED COMPENSATION FOR PHYSICIAN SERVICES. IN ESTABLISHING COMPENSATION FOR OFFICERS AND KEY EMPLOYEES PERFORMING NON-PHYSICIAN SERVICES, THE COMPENSATION COMMITTEE RETAINS AND CONSULTS WITH AN INDEPENDENT COMPENSATION CONSULTANT, WHO PREPARES A CUSTOMIZED REPORT FOR THE COMMITTEE REGARDING AMOUNTS PAID BY SIMILARLY SITUATED ORGANIZATIONS TO SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. THE COMMITTEE USES THE MARKET-BASED DATA PROVIDED BY THE CONSULTANT, AND WHERE APPROPRIATE, PERFORMANCE REVIEWS AND COMPENSATION RECOMMENDATIONS BY THE CHIEF EXECUTIVE OFFICER AND CHIEF OF STAFF, TO ESTABLISH MARKET-BASED COMPENSATION. AFTER MAKING ITS COMPENSATION DECISIONS, THE COMMITTEE CONTEMPORANEOUSLY DOCUMENTS ITS DELIBERATIONS AND DECISIONS IN CCF'S WRITTEN OR ELECTRONIC BOOKS AND RECORDS.
FORM 990, PART VI, SECTION C, LINE 19 CCF MAKES CERTAIN OF ITS KEY DOCUMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE, WWW.CLEVELANDCLINIC.ORG, UNDER THE "ABOUT CLEVELAND CLINIC" SECTION. IN THIS SECTION, THE FINANCIAL STATEMENTS, ANNUAL REPORT, COMMUNITY BENEFIT REPORT, CCF'S CONFLICT OF INTEREST POLICY, AND CORPORATE COMPLIANCE POLICIES ARE AVAILABLE.
FORM 990, PART VI, SECTION C, LINE 18: THE MOST RECENTLY FILED FORM 990 IS AVAILABLE ON THE CCF WEBSITE, WWW.CLEVELANDCLINIC.ORG, UNDER THE "ABOUT CLEVELAND CLINIC" SECTION. ALL OTHER DOCUMENTS WHICH ARE REQUIRED TO BE AVAILABLE TO THE PUBLIC CAN BE OBTAINED UPON REQUEST.
FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTION USED FOR CAPITAL PURPOSES 70,594. GIFTS AND BEQUESTS 53,452,342. TRANSFER OF NET ASSETS 441,402. NET INVESTMENT INCOME 15,985,285. NET ASSETS RELEASED FROM RESTRICTION USED FOR OPERATIONS -28,928,186. RETIREMENT BENEFITS ADJUSTMENT -193,150,470. NET CHANGE IN NONTRADING INVESTMENTS 3,162,556. EQUITY TRANSFERS 686,873. EQUITY ADJUSTMENT 143,058,424. COMBINED REPORTING ADJUSTMENT -650,000. INCOME ADJUSTMENT 1,270,463. NEW ENTITY ADDITION -261,585.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
THE CLEVELAND CLINIC FOUNDATION
 
Employer identification number

34-0714585
Part I
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) CC CHINA LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
20-5776477
INACTIVE OH 0 0 THE CLEVELAND CLINIC FOUNDATION
 
(2) CCF AMBULATORY SURGERY CENTERS LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
34-1939710
HEALTHCARE SERVICES OH 19,508,583 0 THE CLEVELAND CLINIC FOUNDATION
 
(3) CLEVELAND CLINIC CARE COORDINATION LLC
6801 BRECKSVILLE RD
INDEPENDENCE,OH44131
45-5282492
HEALTHCARE SERVICES OH 0 0 THE CLEVELAND CLINIC FOUNDATION
 
(4) CLEVELAND CLINIC FLORIDA NAPLES LLC
2950 CLEVELAND CLINIC BLVD
WESTON,FL33331
31-1741150
HEALTHCARE SERVICES FL 0 0 CLEVELAND CLINIC FLORIDA (A NON-PROFIT CORPORATION)
 
(5) CLEVELAND CLINIC GLOBAL SOLUTIONS LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
26-3666730
LICENSING OF INTELLECTUAL PROPERTY OH 8,077,521 18,511,022 THE CLEVELAND CLINIC FOUNDATION
 
(6) CLEVELAND CLINIC OBGYN SPECIALTIES LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
34-1938153
HEALTHCARE SERVICES OH 7,470,538 0 THE CLEVELAND CLINIC FOUNDATION
 
(7) CLEVELAND CLINIC WELLNESS ENTERPRISE LLC
1950 RICHMOND ROAD
LYNDHURST,OH44124
26-3859233
HEALTHCARE SERVICES OH 3,666,169 0 THE CLEVELAND CLINIC FOUNDATION
 
(8) CLINIC MEDICAL SERVICES COMPANY LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
34-1932969
HEALTHCARE SERVICES OH 71,788,461 441,661 THE CLEVELAND CLINIC FOUNDATION
 
(9) CLINIC PHYSICIAN SERVICES COMPANY LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
34-1907574
HEALTHCARE SERVICES OH 31,702,172 32,757 THE CLEVELAND CLINIC FOUNDATION
 
(10) CLINIC REGIONAL PHYSICIANS LLC
25875 SCIENCE PARK DR
BEACHWOOD,OH44122
26-2636530
HEALTHCARE SERVICES OH 176,703 0 THE CLEVELAND CLINIC FOUNDATION
 
(11) MEDINA HEALTH VENTURES LLC
1000 E WASHINGTON STREET
MEDINA,OH44256
INACTIVE OH 0 0 MEDINA HOSPITAL
 
(12) MERIDIA MEDICAL GROUP LLC
6801 BRECKSVILLE RD
INDEPENDENCE,OH44131
34-1898545
INACTIVE OH 0 14,590 CLEVELAND CLINIC HEALTH SYSTEM - EAST REGION
 
(13) NORTHEAST OHIO NEUROLOGICAL ASSOCIATES LLC
6801 BRECKSVILLE RD
INDEPENDENCE,OH44131
20-0442351
HEALTHCARE SERVICES OH 0 0 CLEVELAND CLINIC HEALTH SYSTEM - EAST REGION
 
(14) OHIO STAR IMAGING LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
HEALTHCARE SERVICES OH 0 0 THE CLEVELAND CLINIC FOUNDATION
 
(15) PSVW LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
26-1614376
REAL ESTATE HOLDINGS OH 0 0 THE CLEVELAND CLINIC FOUNDATION
 
(16) REJ HOLDINGS LLC
3050 SCIENCE PARK DRIVE
BEACHWOOD,OH44122
27-3245990
REAL ESTATE HOLDINGS OH 0 0 THE CLEVELAND CLINIC FOUNDATION
 
(17) THE BRENTWOOD CENTER OF EXCELLENCE LLC
6801 BRECKSVILLE RD
INDEPENDENCE,OH44131
20-1476092
HEALTHCARE SERVICES OH 0 0 CLEVELAND CLINIC HEALTH SYSTEM - EAST REGION
 
(18) WOOSTER CLINIC LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
34-1855775
HEALTHCARE SERVICES OH 41,363,328 192,607 THE CLEVELAND CLINIC FOUNDATION
 
(19) CLEVELAND CLINIC MEDICARE ACO LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
47-1281189
HEALTHCARE SERVICES OH 0 0 THE CLEVELAND CLINIC FOUNDATION
 
(20) ADEO LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
46-5704174
TECHNOLOGY SERVICES OH 132 334,795 THE CLEVELAND CLINIC FOUNDATION
 
(21) CCF HOTEL SERVICES LLC
9500 EUCLID AVENUE
CLEVELAND,OH44195
34-0666034
HOTEL OPERATIONS OH 35,836,206 149,592,751 THE CLEVELAND CLINIC FOUNDATION
 
(22) INTELLIS EPM LLC
6801 BRECKSVILLE RD
INDEPENDENCE,OH44131
27-0645368
MEDICAL TECHNOLOGY OH 0 0 THE CLEVELAND CLINIC FOUNDATION
 
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) COMMUNITY WEST FOUNDATION
20545 CENTER RIDGE ROAD

ROCKY RIVER,OH44116
34-1456398
ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITY OH 501(C)(3) LINE 7 N/A
 
No
(2) LAKEWOOD HOSPITAL FOUNDATION INC
14601 DETROIT AVENUE STE 240

LAKEWOOD,OH44107
34-6519834
SUPPORT LAKEWOOD HOSPITAL ASSOCIATION OH 501(C)(3) LINE 11C, III-FI N/A
 
No
(3) MEDINA COUNTY HEALTH CORPORATION
1000 E WASHINGTON ST

MEDINA,OH44256
27-0756266
SUPPORT MEDINA HOSPITAL OH 501(C)(3) LINE 11C, III-FI MEDINA HOSPITAL
 
 
No
(4) NATIONAL HEALTHCARE RESEARCH & EDUCATION FINANCE CORP
2001 ROSS AVENUE

DALLAS,TX75201
31-1707979
SUPPORT CHARITABLE PURPOSES OF HOSPITALS & UNIVERSITIES TX 501(C)(3) LINE 11C, III-FI N/A
 
No
(5) WO WALKER CENTER INC
10700 EUCLID AVENUE

CLEVELAND,OH44106
91-1818256
HEALTHCARE SERVICES OH 501(C)(3) LINE 11C, III-FI N/A
 
No
(6) AUXILIARY BOARD OF FAIRVIEW GENERAL HOSPITAL
18101 LORAIN AVENUE

CLEVELAND,OH44111
23-7108198
SUPPORT FAIRVIEW HOSPITAL OH 501(C)(3) LINE 11D, III-O N/A
 
No
(7) JUNIOR BOARD OF LAKEWOOD HOSPITAL
14519 DETROIT AVENUE

LAKEWOOD,OH44107
34-6533823
SUPPORT LAKEWOOD HOSPITAL ASSOCIATION OH 501(C)(3) LINE 11D, III-O N/A
 
No
(8) LAKEWOOD HOSPITAL GIFT AND BLOSSOM SHOPS INC
14519 DETROIT AVENUE

LAKEWOOD,OH44107
34-0001633
SUPPORT LAKEWOOD HOSPITAL ASSOCIATION OH 501(C)(3) LINE 11D, III-O N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
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)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) BUCKEYE OCULAR LLC

10000 CEDAR AVENUE
CLEVELAND,OH44106
26-2689395
MEDICAL SERVICES OH THE CLEVELAND CLINIC FOUNDATION
 
RELATED       No     No  
(2) CCFMHS RENAL CARE COMPANY LTD

9500 EUCLID AVENUE
CLEVELAND,OH44195
34-1863789
MEDICAL SERVICES OH THE CLEVELAND CLINIC FOUNDATION
 
RELATED 3,148,374 12,476,984   No   Yes   60.000 %
(3) CCHS WESTLAKE IMAGING CENTER LLC

6801 BRECKSVILLE ROAD RK-85
INDEPENDENCE,OH44131
34-1914277
MEDICAL SERVICES OH FAIRVIEW HOSPITALLAKEWOOD HOSP ASSN
 
RELATED -374,657 530,964   No   Yes   100.000 %
(4) CLEVELAND HEALTH NETWORK MSO LLC

4700 ROCKSIDE ROAD STE 200
INDEPENDENCE,OH44131
31-1566180
MEDICAL SERVICES OH N/A
RELATED   22,014   No   Yes   79.900 %
(5) PROGNOSTIX LLC

10000 CEDAR AVENUE
CLEVELAND,OH44106
30-0624422
MEDICAL SERVICES OH THE CLEVELAND CLINIC FOUNDATION
 
RELATED -380 149,370   No     No 78.000 %
(6) EXCELERATE STRATEGIC HEALTH SOURCING LLC

9500 EUCLID AVENUE
CLEVELAND,OH44195
46-1810992
HEALTH CARE OPS & MGMT DE THE CLEVELAND CLINIC FOUNDATION
 
RELATED -1,021,898 301,286   No     No 60.000 %


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)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ANGIOQUEST INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
32-0217945
MEDICAL TECHNOLOGY DE THE CLEVELAND CLINIC FOUNDATION
 
C         No
(2) CCF BOLTON INC

6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44131
20-4596571
BUSINESS SERVICES OH CLINIC MEDICAL SOLUTIONS INC
 
C       Yes  
(3) CC WEB SOLUTIONS INC

6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44131
26-3222020
BUSINESS SERVICES OH CLINIC MEDICAL SOLUTIONS INC
 
C     100.000 % Yes  
(4) CCHS INDEMNITY CO LTD

23 LIME TREE BAY BOX 1051
GRAND CAYMAN   KY1-1102
CJ
98-0207086
INSURANCE COMPANY CJ THE CLEVELAND CLINIC FOUNDATION
 
C 57,954,897 153,294,159 100.000 % Yes  
(5) CLEVELAND CLINIC CANADA-TORONTO INC

181 BAY STREET BOX818
TORONTO   M5J 2T3
CA
HEALTH CARE SERVICES CA THE CLEVELAND CLINIC FOUNDATION
 
C 7,440,435 2,077,013 100.000 % Yes  
(6) CLEVELAND CLINIC EMR INC

6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44131
20-4856025
MEDICAL SERVICES OH CLINIC MEDICAL SOLUTIONS INC
 
C 1,957,237 1,081,640   Yes  
(7) CLEVELAND CLINIC FLORIDA HEALTH PLAN INC

6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44131
65-0338016
BUSINESS SERVICES FL CLINIC MEDICAL SOLUTIONS INC
 
C     100.000 % Yes  
(8) CLEVELAND CLINIC HEALTH SYSTEM PHYSICIAN ORGANIZATION

6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44131
34-1877409
MEDICAL SERVICES OH CLINIC MEDICAL SOLUTIONS INC
 
C 10,248,375 16,398,110   Yes  
(9) CLEVELAND HEALTH NETWORKINC

6000 WEST CREEK ROAD STE 20
INDEPENDENCE,OH44131
34-1770780
MEDICAL SERVICES OH N/A
C 2,154,189 1,378,879   Yes  
(10) CLEVELAND HEALTH NETWORK MANAGED CARE ORGANIZATION

6000 WEST CREEK ROAD STE 20
INDEPENDENCE,OH44131
34-1808138
HEALTHCARE SERVICES OH CLEVELAND HEALTH NETWORK INC
 
C 440 3,720,591   Yes  
(11) CLINIC MEDICAL SOLUTIONS INC

18101 LORAIN AVENUE
CLEVELAND,OH44111
34-1695388
HEALTH CARE SERVICES OH THE CLEVELAND CLINIC FOUNDATION
 
C 17,415,368 4,347,659   Yes  
(12) CMCD INC

1000 E WASHINGTON STREET
MEDINA,OH44256
34-1256599
REAL ESTATE OH MEDINA HOSPITAL
 
C   311,040 100.000 % Yes  
(13) CONGRUENT MEDICAL TECHNOLOGIES INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
26-3156393
SCIENTIFIC RESEARCH DE THE CLEVELAND CLINIC FOUNDATION
 
C         No
(14) CUSTOM ARTHROPLASTY SOLUTIONS INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
27-4838743
MEDICAL TECHNOLOGY DE THE CLEVELAND CLINIC FOUNDATION
 
C         No
(15) CUSTOM ORTHOPAEDIC SOLUTIONS INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
27-4838981
MEDICAL TECHNOLOGY DE THE CLEVELAND CLINIC FOUNDATION
 
C 477,475 51,651 100.000 % Yes  
(16) I-COMET TECHNOLOGIES INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
45-2063841
MEDICAL TECHNOLOGY DE THE CLEVELAND CLINIC FOUNDATION
 
C 190,460 35,003 100.000 % Yes  
(17) I-LYTE INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
26-3880447
SCIENTIFIC RESEARCH DE THE CLEVELAND CLINIC FOUNDATION
 
C         No
(18) IMAGEIQ INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
27-4427530
MEDICAL TECHNOLOGY DE THE CLEVELAND CLINIC FOUNDATION
 
C 1,821,286 688,230 92.340 % Yes  
(19) INFUSEON THERAPEUTICS INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
46-1776182
SCIENTIFIC RESEARCH DE THE CLEVELAND CLINIC FOUNDATION
 
C   374,580 100.000 % Yes  
(20) ION-VAC INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
46-1560044
SCIENTIFIC RESEARCH DE THE CLEVELAND CLINIC FOUNDATION
 
C   166,560 100.000 % Yes  
(21) IVHR INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
45-4657632
MEDICAL TECHNOLOGY DE THE CLEVELAND CLINIC FOUNDATION
 
C 39,034 57,700 100.000 % Yes  
(22) LAKEWOOD HEALTHCARE FOUNDATION

14519 DETROIT AVENUE
LAKEWOOD,OH44107
34-1574608
HEALTHCARE SERVICES OH N/A
C       Yes  
(23) MCZ INC

1000 E WASHINGTON STREET
MEDINA,OH44256
34-1256598
LEASING OH MEDINA HOSPITAL
 
C 7,156 500 100.000 % Yes  
(24) MEDINVEST INC

6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44131
20-3978297
HOLDING COMPANY OH CLINIC MEDICAL SOLUTIONS INC
 
C -4,468   100.000 % Yes  
(25) MERIDIA HEALTH VENTURES INC

6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44131
34-1533871
HEALTH CARE SERVICES OH CLEVELAND CLINIC HOME CARE
 
C     100.000 % Yes  
(26) MERLOT ORTHOPEDIX INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
11-3779414
MEDICAL DEVICE MANUFACTURING DE THE CLEVELAND CLINIC FOUNDATION
 
C   95,334 55.000 %   No
(27) NEOMEDICS INC

6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44131
02-0656818
BUSINESS SERVICES OH CLINIC MEDICAL SOLUTIONS INC
 
C     100.000 % Yes  
(28) OPTOQUEST CORPORATION

10000 CEDAR AVENUE
CLEVELAND,OH44106
26-3589643
SCIENTIFIC RESEARCH DE THE CLEVELAND CLINIC FOUNDATION
 
C 108,720 91,125 100.000 % Yes  
(29) PINE FALLS CONDOMINIUM ASSOCIATES INC

6100 WEST CREEK SUITE 25
INDEPENDENCE,OH44131
34-1617589
CONDO RENTALS OH THE CLEVELAND CLINIC FOUNDATION
 
C     75.000 %   No
(30) SHIELD BIOTECH INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
46-2880975
MEDICAL TECHNOLOGY DE THE CLEVELAND CLINIC FOUNDATION
 
C   1,757,074 72.000 %   No
(31) CENTERLINE BIOMEDICAL INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
47-2238759
SCIENTIFIC RESEARCH DE THE CLEVELAND CLINIC FOUNDATION
 
C   456,196 100.000 %   No
(32) PIVOT DRUG INC

10000 CEDAR AVENUE
CLEVELAND,OH44106
47-2855062
INACTIVE DE THE CLEVELAND CLINIC FOUNDATION
 
C     100.000 %   No
(33) CHARITABLE REMAINDER TRUSTS (17)

C/O 6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44131
CHARITABLE TRUST OH THE CLEVELAND CLINIC FOUNDATION
 
T         No
(34) CHARITABLE LEAD TRUST (1)

C/O 6801 BRECKSVILLE ROAD
INDEPENDENCE,OH44132
CHARITABLE TRUST PA THE CLEVELAND CLINIC FOUNDATION
 
T         No
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
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.
Yes
No
1 During the tax year, did the orgranization 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 . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
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) CLEVELAND CLINIC CANADA-TORONTO INC

A 100,000 FMV
(2) CLEVELAND CLINIC EDUCATION FOUNDATION

B 21,291,045 FMV
(3) EXCELERATE STRATEGIC HEALTH SOURCING LLC

B 300,000 FMV
(4) KEEP MEMORY ALIVE

B 1,175,000 FMV
(5) CLEVELAND CLINIC CANADA - TORONTO INC

C 238,350 FMV
(6) CLEVELAND CLINIC HEALTH SYSTEM - EAST REGION

C 201,019 FMV
(7) CENTERLINE BIOMEDICAL INC

D 500,000 FMV
(8) EXCELERATE STRATEGIC HEALTH SOURCING LLC

D 271,049 FMV
(9) I-COMET TECHNOLOGIES INC

D 177,684 FMV
(10) INFUSEON THERAPEUTICS INC

D 573,333 FMV
(11) ION-VAC INC

D 576,667 FMV
(12) IVHR INC

D 10,331,781 FMV
(13) CLEVELAND CLINIC EDUCATION FOUNDATION

J 3,034,786 FMV
(14) CLEVELAND CLINIC MEDICAL SERVICES INC

J 440,000 FMV
(15) CLEVELAND CLINIC HEALTH SYSTEM - EAST REGION

K 2,968,470 FMV
(16) CLINIC MEDICAL SERVICES INC

K 377,988 FMV
(17) LAKEWOOD HOSPITAL ASSOCIATION

K 1,086,064 FMV
(18) MARYMOUNT HOSPITAL INC

K 773,000 FMV
(19) CLEVELAND CLINIC HEALTH SYSTEM - EAST REGION

L 5,246,470 FMV
(20) EXCELERATE STRATEGIC HEALTH SOURCING LLC

L 539,827 FMV
(21) FAIRVIEW HOSPITAL

L 2,858,000 FMV
(22) KEEP MEMORY ALIVE

L 110,927 FMV
(23) LAKEWOOD HOSPITAL ASSOCIATION

L 1,170,200 FMV
(24) LUTHERAN HOSPITAL

L 412,000 FMV
(25) MARYMOUNT HOSPITAL INC

L 1,834,348 FMV
(26) MEDINA HOSPITAL

L 228,255 FMV
(27) CLEVELAND CLINIC HEALTH SYSTEM - EAST REGION

M 68,000 FMV
(28) CLEVELAND CLINIC HEALTH SYSTEM PHYSICIAN ORGANIZATION

M 867,595 FMV
(29) CLEVELAND CLINIC MEDICAL SERVICES INC

M 10,530,000 FMV
(30) IMAGEIQ INC

M 328,000 FMV
(31) CCHS INDEMNITY COMPANY LTD

P 37,652,336 FMV
(32) CLEVELAND CLINIC CHILDREN'S HOSPITAL FOR REHABILITATION

Q 2,185,872 FMV
(33) CLEVELAND CLINIC FLORIDA (A NONPROFIT CORPORATION)

Q 13,054,224 FMV
(34) CLEVELAND CLINIC FLORIDA HEALTH SYSTEM NONPROFIT CORPORATION

Q 11,112,384 FMV
(35) CLEVELAND CLINIC GLOBAL MANAGEMENT LLC

Q 160,290 FMV
(36) CLEVELAND CLINIC HEALTH SYSTEM - EAST REGION

Q 73,339,512 FMV
(37) CLEVELAND CLINIC HOME CARE SERVICES

Q 5,632,152 FMV
(38) FAIRVIEW HOSPITAL

Q 42,715,344 FMV
(39) LAKEWOOD HOSPITAL ASSOCIATION

Q 17,833,404 FMV
(40) LUTHERAN HOSPITAL

Q 12,217,728 FMV
(41) MARYMOUNT HOSPITAL INC

Q 20,973,672 FMV
(42) MEDINA HOSPITAL

Q 14,095,672 FMV
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
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)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


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