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SEQUOIA HOSPITAL FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SEQUOIA HOSPITAL FOUNDATION (EIN 94-2909990)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-28
IRS object ID
202511189349300826
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-28T08:43:56-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942909990EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEQUOIA HOSPITAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEQUBusinessNameControlTxt
Phone6503675657PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 ALAMEDA DE LAS PULGASAddressLine1Txt
CityREDWOOD CITY CACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM CORTOPASSIPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone6503675657PhoneNum
Signature2025-04-25SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2022274000PhoneNum
Preparation2025-04-25PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTOM CORTOPASSIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 ALAMEDA DE LAS PULGASAddressLine1Txt
CityREDWOOD CITY CACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$20,644,316GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SEQUOIAHOSPITALFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO RAISE FUNDS AND CULTIVATE OTHER RESOURCES TO SUPPORT SEQUOIA HOSPITAL.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,796,124PYContributionsGrantsAmt
CY Contributions Grants$3,778,237CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$357,186PYInvestmentIncomeAmt
CY Investment Income$75,160CYInvestmentIncomeAmt
PY Other Revenue-$41,062PYOtherRevenueAmt
CY Other Revenue$14,377CYOtherRevenueAmt
PY Total Revenue$2,112,248PYTotalRevenueAmt
CY Total Revenue$3,867,774CYTotalRevenueAmt
PY Grants And Similar Paid$3,082,744PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,395,078CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$162,479CYTotalFundraisingExpenseAmt
PY Other Expenses$331,229PYOtherExpensesAmt
CY Other Expenses$339,406CYOtherExpensesAmt
PY Total Expenses$3,413,973PYTotalExpensesAmt
CY Total Expenses$3,734,484CYTotalExpensesAmt
PY Revenues Less Expenses-$1,301,725PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$133,290CYRevenuesLessExpensesAmt
Total Assets BOY$24,845,432TotalAssetsBOYAmt
Total Assets EOY$27,624,798TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,845,432NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,624,798NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF SEQUOIA HOSPITAL FOUNDATION IS TO DEVELOP AND SECURE FUNDS AND OTHER RESOURCES, TO ENCOURAGE AWARENESS OF THE ONGOING NEEDS AND CAPABILITIES OF SEQUOIA HOSPITAL, AND TO ASSIST SEQUOIA HOSPITAL IN REACHING ITS GOALS AND OBJECTIVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,395,078ExpenseAmt
Grant$3,395,078GrantAmt
DescTHROUGH ONGOING CAMPAIGNS, ANNUAL APPEALS, SPECIAL EVENTS AND GENEROUS UNSOLICITED CONTRIBUTIONS, SEQUOIA HOSPITAL FOUNDATION (THE FOUNDATION) IS ABLE TO SUPPORT PATIENT CARE, PROGRAMS AND FACILITIES AT SEQUOIA HOSPITAL (THE HOSPITAL). IN CLOSE ALIGNMENT WITH THE HOSPITAL'S STRATEGIC PLAN, THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO MEET IDENTIFIED HOSPITAL NEEDS. IN ADDITION, THE FOUNDATION IS ACTIVELY RAISING FUNDS TO SUPPORT THE SERVICE LINES AT SEQUOIA HOSPITAL, INCLUDING THE HEART & VASCULAR INSTITUTE, BIRTH CENTER, AND KENNETT NURSING SCHOLARSHIP.Desc
Total Program Service Expenses$3,395,078TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM CORTOPASSIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6503675712PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 ALAMEDA DE LAS PULGASAddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
BEVERLY JOYCE MD
CHAIR1.00Yes (X)Yes (X)$0$0$0
KEN TEHANEY
IMMEDIATE PAST CHAIR1.00Yes (X)Yes (X)$0$0$0
PARAAG MARATHE
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
TOM CORTOPASSI
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
LISA BRENNAN
BOARD MEMBER1.00Yes (X)$0$0$0
SABRINA FRANCIS
BOARD MEMBER AS OF 7/20231.00Yes (X)$0$0$0
WILLIAM GRAHAM
BOARD MEMBER1.00Yes (X)$0$0$0
TED HANNIG
BOARD MEMBER1.00Yes (X)$0$0$0
BERNADETTE MELLOTT
BOARD MEMBER AS OF 7/20231.00Yes (X)$0$0$0
SYLVIA NELSON
BOARD MEMBER1.00Yes (X)$0$0$0
BAHMAN NOURI MD
BOARD MEMBER UNTIL 6/20241.00Yes (X)$0$0$0
JULIE SAN FILIPPO
BOARD MEMBER1.00Yes (X)$0$0$0
MARISA SAN FILIPPO
BOARD MEMBER1.00Yes (X)$0$0$0
MARYLUE TIMPSON
BOARD MEMBER1.00Yes (X)$0$0$0
DARLENE WOODSON
BOARD MEMBER1.00Yes (X)$0$0$0
LINDSEY HINCKS
PRESIDENT40.00Yes (X)$247,345$0$3,281
ERIN CALLAGHAN
PHILANTHROPY OPERATION MANAGER40.00$134,057$0$27,467Yes (X)
TAYLOR R LIBERATOR
MANAGER, ANNUAL AND SPECIAL GIVING40.00$105,694$0$19,779Yes (X)
SUKHIE BAL
DIRECTOR OF DEVELOPMENT40.00$130,861$0$50,075Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$617,957TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$100,602TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$97,214FundraisingAmt
All Other Contributions$3,681,023AllOtherContributionsAmt
Noncash Contributions$76,135NoncashContributionsAmt
Total Contributions$3,778,237TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$338,613TotalRevenueColumnAmt
Exclusion$338,613ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,420,491SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$16,683,944SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$263,453SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$263,453TotalRevenueColumnAmt
Exclusion-$263,453ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$76,796FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$97,214ContriRptFundraisingEventAmt
Fundraising Direct Expenses$92,598FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$15,802TotalRevenueColumnAmt
Exclusion-$15,802ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$5,600GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,600TotalRevenueColumnAmt
Exclusion$5,600ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCHANGE IN SPLIT-INTEREST AGREEM.Desc
Business900099BusinessCd
Total Revenue Column$24,579TotalRevenueColumnAmt
Exclusion$24,579ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,579OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,867,774TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$89,537ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,395,078TotalAmt
Program Services$3,395,078ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$56,405TotalAmt
Management And General$56,405ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$51,782TotalAmt
Management And General$51,782ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$66,105TotalAmt
Management And General$33,870ManagementAndGeneralAmt
Fundraising$32,235FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,337TotalAmt
Management And General$4,212ManagementAndGeneralAmt
Fundraising$26,125FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$89,639TotalAmt
Fundraising$89,639FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$19,780TotalAmt
Management And General$19,780ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,267TotalAmt
Management And General$7,267ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER$12,327$1,711$10,616
TRAINING$4,487$623$3,864
DUES AND SUBSCR.$1,277$1,277

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,734,484TotalAmt
Program Services$3,395,078ProgramServicesAmt
Management And General$176,927ManagementAndGeneralAmt
Fundraising$162,479FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$385,147BOYAmt
EOY$376,968EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,590,261BOYAmt
EOY$5,018,285EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,891,692BOYAmt
EOY$20,012,131EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,476,041BOYAmt
EOY$1,688,275EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$502,291BOYAmt
EOY$529,139EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,845,432BOYAmt
EOY$27,624,798EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,304,617BOYAmt
EOY$12,242,828EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,540,815BOYAmt
EOY$15,381,970EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,845,432BOYAmt
EOY$27,624,798EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,845,432BOYAmt
EOY$27,624,798EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$133,290ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,265,854NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$380,222DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,162,723CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,140,884CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,276,438CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,796,124CurrentTaxYearMinus1YearAmt
Current Tax Year$3,778,237CurrentTaxYearAmt
Total$11,154,406TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,162,723CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,140,884CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,276,438CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,796,124CurrentTaxYearMinus1YearAmt
Current Tax Year$3,778,237CurrentTaxYearAmt
Total$11,154,406TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,249,677SubstantialContributorsTotAmt
Public Support Total170$9,904,729PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$324,261CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$286,093CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$318,086CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$366,619CurrentTaxYearMinus1YearAmt
Current Tax Year$338,613CurrentTaxYearAmt
Total$1,633,672TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,148CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$232,289CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$33,416CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,689CurrentTaxYearMinus1YearAmt
Current Tax Year$24,579CurrentTaxYearAmt
Total$249,289TotalAmt
FieldValueIRS element (for citing)
Total Support$13,037,367TotalSupportAmt
Gross Receipts Rltd Activities$172,485GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75970PublicSupportCY170Pct
Public Support PY1700.67010PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationCHANGE IN BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS - 2019 AMOUNT: $ 9,148. 2020 AMOUNT: $ 232,289. 2021 AMOUNT: $ -33,416. 2022 AMOUNT: $ 16,689. 2023 AMOUNT: $ 24,579.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,171,424BeginningYearBalanceAmt
Contributions$47,713ContributionsAmt
Investment Earnings Or Losses$1,525,279InvestmentEarningsOrLossesAmt
Other Expenditures$739,728OtherExpendituresAmt
End Year Balance$13,004,688EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,654,067BeginningYearBalanceAmt
Contributions$1,200ContributionsAmt
Investment Earnings Or Losses$1,091,537InvestmentEarningsOrLossesAmt
Other Expenditures$575,380OtherExpendituresAmt
End Year Balance$12,171,424EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,621,756BeginningYearBalanceAmt
Contributions$142,034ContributionsAmt
Investment Earnings Or Losses-$1,612,424InvestmentEarningsOrLossesAmt
Other Expenditures$497,299OtherExpendituresAmt
End Year Balance$11,654,067EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,218,715BeginningYearBalanceAmt
Contributions$11,919ContributionsAmt
Investment Earnings Or Losses$2,887,062InvestmentEarningsOrLossesAmt
Other Expenditures$495,940OtherExpendituresAmt
End Year Balance$13,621,756EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,529,291BeginningYearBalanceAmt
Contributions$17,575ContributionsAmt
Investment Earnings Or Losses$240,582InvestmentEarningsOrLossesAmt
Other Expenditures$568,733OtherExpendituresAmt
End Year Balance$11,218,715EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.80988BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.14159PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.04852TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescOFF-SHORE LIMITED COMPANYDesc
Book Value$1,688,275BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,688,275TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,595,869TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,265,854NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,421,425DonatedServicesAndUseFcltsAmt
Other Revenue$92,598OtherRevenueAmt
Revenue Not Reported$3,779,877RevenueNotReportedAmt
Revenue Subtotal$3,815,992RevenueSubtotalAmt
Investment Expenses Not Incld$51,782InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$51,782RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,867,774TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,816,503TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,041,203DonatedServicesUseFcltsAmt
Other Expenses Included$92,598OtherExpensesIncludedAmt
Expenses Not Reported$1,133,801ExpensesNotReportedAmt
Expenses Subtotal$3,682,702ExpensesSubtotalAmt
Investment Expenses Not Incld2$51,782InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$51,782ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,734,484TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION INTENDS TO HOLD ITS ENDOWMENT FUND FOR THE LONG TERM AND USE THE EARNINGS TO SUPPORT THE HOSPITAL.
PART X, LINE 2:MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS EXPENSES 92,598.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS EXPENSES 92,598.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ORTHO FUNDRAISEREvent1Nm
Gross Receipts Event1$29,950GrossReceiptsEvent1Amt
Charitable Contri Event1$12,950CharitableContriEvent1Amt
Gross Revenue Event1$17,000GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,225RentFacilityCostsEvent1Amt
Food And Beverage Event1$9,315FoodAndBeverageEvent1Amt
Entertainment Event1$4,640EntertainmentEvent1Amt
Other Direct Expenses Event1$2,402OtherDirectExpensesEvent1Amt
Event2GOLF TOURNAMENTEvent2Nm
Gross Receipts Event2$144,060GrossReceiptsEvent2Amt
Charitable Contri Event2$84,264CharitableContriEvent2Amt
Gross Revenue Event2$59,796GrossRevenueEvent2Amt
Non Cash Prizes Event2$1,905NonCashPrizesEvent2Amt
Rent Facility Costs Event2$37,910RentFacilityCostsEvent2Amt
Food And Beverage Event2$23,591FoodAndBeverageEvent2Amt
Entertainment Event2$1,850EntertainmentEvent2Amt
Other Direct Expenses Event2$7,760OtherDirectExpensesEvent2Amt
Gross Receipts Total$174,010GrossReceiptsTotalAmt
Charitable Contributions Tot$97,214CharitableContributionsTotAmt
Gross Revenue Total Events$76,796GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,905NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$41,135RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$32,906FoodAndBeverageTotalEventsAmt
Entertainment Total Events$6,490EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$10,162OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$92,598DirectExpenseSummaryEventsAmt
Net Income Summary-$15,802NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Bingo$5,600GrossRevenueBingoAmt
Volunteer Labor Bingo0VolunteerLaborBingoInd
Gross Revenue Total Gaming$5,600GrossRevenueTotalGamingAmt
Net Gaming Income Summary$5,600NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
Licensed0LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With Nonmembers0GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd
Charitable Distribution Rqr0CharitableDistributionRqrInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DIGNITY HEALTH DBA SEQUOIA HOSPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1170 ALAMEDA DE LAS PULGASAddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd
FieldValueIRS element (for citing)
Recipient EIN941196203RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$3,348,948CashGrantAmt
Non Cash Assistance$46,130NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceHAND-MADE ITEMS TO DISTRIBUTE TO PATIENTSNonCashAssistanceDesc
Purpose Of GrantTO SUPPORT THE HOSPITAL IN REACHING ITS GOALS AND OBJECTIVESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION DISBURSES THE VAST MAJORITY OF ITS GRANTS TO THE HOSPITAL TO FUND SPECIFIC PURCHASES, PROJECTS OR PROGRAMS, IN CLOSE ALIGNMENT WITH THE HOSPITAL'S STRATEGIC PLAN. THE FOUNDATION INVITES GRANT REQUESTS FROM THE HOSPITAL FOR EQUIPMENT AND PROGRAMS TO ENHANCE PATIENT CARE. GRANT REQUESTS ARE CONSIDERED CAREFULLY BY THE FINANCE/GRANTS COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. BEFORE GRANT FUNDS ARE PAID TO THE HOSPITAL, FOUNDATION STAFF PERSONALLY CONFIRM THAT RELEVANT ITEMS HAVE BEEN RECEIVED. GRANT DISBURSEMENTS ARE THEN MADE, BASED ON COPIES OF INVOICES RECEIVED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LINDSEY HINCKS
PRESIDENT$146,745$0$51,000$0$49,600$0$0$0$3,281$0$250,626$0$0$0
SUKHIE BAL
DIRECTOR OF DEVELOPMENT$124,773$0$5,821$0$267$0$9,080$0$40,995$0$180,936$0$0$0
ERIN CALLAGHAN
PHILANTHROPY OPERATION MANAGER$129,718$0$3,041$0$1,298$0$14,677$0$12,790$0$161,524$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3ALL EMPLOYEES OF THE SEQUOIA HOSPITAL FOUNDATION ARE COMPENSATED BY THE COMMON SPIRIT HEALTH, AN UNRELATED ORGANIZATION EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
PART I, LINE 7LINDSEY HINCKS WAS PAID MOVING AND RELOCATION EXPENSES OF $48,472 FOR CALENDAR YEAR 2023.

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$45,950NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$30,005NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$180NoncashContributionsRptF990Amt
Method Of Determining RevenuesSALES PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE TOTAL REPRESENTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS THAT WERE RECEIVED FOR THE YEAR ENDED JUNE 30, 2024.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CTHE COMPLIANCE POLICY IS COMPLETED AND CHECKED ANNUALLY. WE ALSO USE A FORMAL RFP PROCESS AND DOUBLE CHECK POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND INFORMATIONAL RETURNS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2CNO CHANGE FROM PRIOR YEAR.