Congress Medical Foundation

990PF • Fiscal year 2014 • EIN 95-4815692

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 21, 2015

Organization Profile

800 South Raymond AvenuePasadena, CA 91105

(626) 396-1206

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

30%

Higher net margin than 83% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

-0.1%

Faster asset growth than 46% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

52%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$224,306

Down $168 (-0.1%) from 2013

Net Assets

$224,306

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin83rd percentile

Revenue

$56,864

Up $19,549 (+52%) from 2013

Expenses

$40,072

Up $20,011 (+100%) from 2013

Net Income

Down

$16,792

Down $462 (-2.7%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$224,306

Liabilities$0

Net Assets$224,306

Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$56,864

Expenses$40,072

Net Income$16,792

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Feb 21, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Gregory Adamson	President	PT	$0	-	-
Michael Fraipont	Secretary	-	$0	-	-
James Shankwiler	C.F.O.	-	$0	-	-
William Costigan	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Congress Medical Foundation
EIN: 95-4815692
Phone: 6263961206
Address: 800 South Raymond Avenue, Pasadena, CA 91105

Signing Officer

Name: Gregory Adamson
Title: President
Phone: 6263961206
Signed: 2015-02-21
Discuss with paid preparer: Yes

Preparer

Firm: Howard J Levine CPA
Address: 16600 Sherman Way 280, Van Nuys, CA 91406
Preparer: Howard J Levine
Phone: 8189945562

Raw XML Appendix320 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	575
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	Tax return preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	575
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	Publicly Traded Securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	Capital Gain Distributions
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	72238
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	86485
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	8286
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	14247
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	8286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	159770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	159770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Publicly traded stocks
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	4329
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	22533
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	16
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	2
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	26864
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	26864
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	575
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	22533
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	12000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	12000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	30000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	4329
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	4329
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	16792
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	94771
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	2
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	2
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	22533
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	25011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	15958
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	15958
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	9573
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	1853
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	11426
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	113
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	38106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	1853
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	40072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	26864
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	56864
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	26106
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	1853
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	28072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	72238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	14247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	8286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	14247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	8286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	86485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	8286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	22533
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	142
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	16792
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	16960
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	241266
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	224474
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	224306
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	5276
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	5276
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	5276
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	5526
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	250
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	250
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	250
IRS990PF/FMVAssetsEOYAmt	0	224306
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	42588
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	34370
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	34370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	156878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	159770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	159770
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	25008
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	30166
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	30166
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	224474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	224306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	224306
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	224474
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	224306
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	224474
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	224306
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	224474
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	224306
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	112195
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	33033
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	79162
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	1683
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	5526
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	110512
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	112195
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	005.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	3	003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	3	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Gregory Adamson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Michael Fraipont
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	James Shankwiler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	William Costigan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	C.F.O.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	800 South Raymond Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	800 South Raymond Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	800 South Raymond Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	3	800 South Raymond Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	91105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	91105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	91105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	91105
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	28158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	28408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	18298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	25185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	38952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	23989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	41142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	000.254799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	000.179884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	000.136373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	000.178025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	000.143657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	000.636056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	110512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	101721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	184677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	218801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	166988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	64683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	38106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	001.273995
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	37856
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	38106
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	250
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	38106
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	Gregory J Adamson
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	800 South Raymond Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Pasadena
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	91105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6263961206
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Gregory J Adamson
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	Michael J Fraipont
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	2	James A Shankwiler
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	3	William Costigan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Michelle H McGarry MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	26315 Naccome Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Mission Viejo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92691
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	12000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5276
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	13325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	16038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	28012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	15640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	37908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	37908
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	105845
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	32830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	13325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	16038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	28012
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	15640
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	38106
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	32830
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	143753
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	110923
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Congress Surgical Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	800 South Raymond Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Pasadena
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	91105
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	30000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	16960
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Unrealized losses on stocks
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	24
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	4300
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	11599
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	24
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	4300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	11599
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	8000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	1573
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	1853
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Honariums
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	Outside services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	Investment advisor
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	8000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	1573
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1853
TaxesSchedule/TaxesDetail/Amt	0	113
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal excise taxes
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Gregory Adamson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6263961206
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Congress Medical Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	CONG
ReturnHeader/Filer/EIN	0	954815692
ReturnHeader/Filer/PhoneNum	0	6263961206
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	800 South Raymond Avenue
ReturnHeader/Filer/USAddress/CityNm	0	Pasadena
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Howard J Levine CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	16600 Sherman Way 280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Van Nuys
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	91406
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8189945562
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Howard J Levine
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-03-25T10:15:11-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $224,306
Liabilities: $0
Net assets: $224,306
Revenue: $56,864
Expenses: $40,072
Net income: $16,792

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$3.49	$0.02	$3.48	$4.06	$6.35	$2.29
2021Detailed filing. Detailed filing data is available for this year.	$6.11	$0.02	$6.09	$5.04	$7.01	$1.97
2020Detailed filing. Detailed filing data is available for this year.	$7.86	$0.00	$7.86	$4.97	$6.13	$1.17
2019Detailed filing. Detailed filing data is available for this year.	$8.93	$0.00	$8.93	$7.55	$6.91	$0.64
2018Detailed filing. Detailed filing data is available for this year.	$8.18	$0.10	$8.07	$7.42	$1.82	$5.59
2017Detailed filing. Detailed filing data is available for this year.	$2.65	$0.00	$2.65	$1.03	$0.72	$0.31
2016Detailed filing. Detailed filing data is available for this year.	$2.24	$0.00	$2.24	$0.41	$0.31	$0.10
2015Detailed filing. Detailed filing data is available for this year.	$2.07	$0.00	$2.07	$0.36	$0.34	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$2.24	$0.00	$2.24	$0.57	$0.40	$0.17
2013Summary only. Only limited summary data is available for this year.	$2.24	$0.00		$0.37	$0.20	$0.17
2012Summary only. Only limited summary data is available for this year.	$1.89	$0.00		$0.06	$0.27	$0.21
2011Summary only. Only limited summary data is available for this year.	$2.06	$0.00		$0.07	$0.39	$0.32