STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

SEQUOIA HOSPITAL FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SEQUOIA HOSPITAL FOUNDATION (EIN 94-2909990)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-03-30
IRS object ID
202330899349301018
Schema version
2021v4.2
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)
Return2023-03-30T12:18:10-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW SUITE 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

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)
PersonDREW GAGNERPersonNm
Person TitleNORCAL DIV. VP OF PHILANTHROPYPersonTitleTxt
Phone6503675657PhoneNum
Signature2023-03-29SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDREWPersonFirstNm
Person LastGAGNERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK H SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2022274000PhoneNum
Preparation2023-03-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDREW GAGNERPrincipalOfficerNm

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$10,298,169GrossReceiptsAmt
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 Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers23TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,140,884PYContributionsGrantsAmt
CY Contributions Grants$3,276,438CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$541,307PYInvestmentIncomeAmt
CY Investment Income$1,786,424CYInvestmentIncomeAmt
PY Other Revenue$222,947PYOtherRevenueAmt
CY Other Revenue-$53,170CYOtherRevenueAmt
PY Total Revenue$11,905,138PYTotalRevenueAmt
CY Total Revenue$5,009,692CYTotalRevenueAmt
PY Grants And Similar Paid$4,340,655PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,719,793CYGrantsAndSimilarPaidAmt
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$78,038CYTotalFundraisingExpenseAmt
PY Other Expenses$207,308PYOtherExpensesAmt
CY Other Expenses$306,237CYOtherExpensesAmt
PY Total Expenses$4,547,963PYTotalExpensesAmt
CY Total Expenses$4,026,030CYTotalExpensesAmt
PY Revenues Less Expenses$7,357,175PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$983,662CYRevenuesLessExpensesAmt
Total Assets BOY$27,254,415TotalAssetsBOYAmt
Total Assets EOY$24,695,467TotalAssetsEOYAmt
Total Liabilities BOY$1,166TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$27,253,249NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,695,467NetAssetsOrFundBalancesEOYAmt
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$3,719,793ExpenseAmt
Grant$3,719,793GrantAmt
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$3,719,793TotalProgramServiceExpensesAmt
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 Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
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 Line1DREW GAGNERBusinessNameLine1Txt
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 (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JENNIFER SVIHUS
PRESIDENT40.00Yes (X)$305,631$0$49,398
ALEX WRIGHT MANAGER INNOVATION
AND COMMUNICATION - UNTIL 11/202140.00$154,328$0$43,243Yes (X)
ERIN CALLAGHAN
PHILANTHROPY OPERATION MANAGER40.00$132,619$0$26,090Yes (X)
TAYLOR R LIBERATOR
MANAGER, ANNUAL AND SPECIAL GIVING40.00$132,482$0$21,644Yes (X)
STACI CALZADA
MANAGER, PHILANTHROPY40.00$102,866$0$13,156Yes (X)
KEN TEHANEY
CHAIR1.00Yes (X)$0$0$0Yes (X)
BEVERLY JOYCE MD
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
PARAAG MARATHE
SECRETARY/TREASURER1.00Yes (X)$0$0$0Yes (X)
LISA BRENNAN
BOARD MEMBER1.00$0$0$0Yes (X)
TOM CORTOPASSI
BOARD MEMBER1.00$0$0$0Yes (X)
IVETTE CALDERA ESSERMAN
BOARD MEMBER1.00$0$0$0Yes (X)
SANDY FERRANDO
BOARD MEMBER1.00$0$0$0Yes (X)
MARA GIATTINA MD
BOARD MEMBER - UNTIL 06/20221.00$0$0$0Yes (X)
WILLIAM GRAHAM
BOARD MEMBER1.00$0$0$0Yes (X)
TED HANNIG
BOARD MEMBER1.00$0$0$0Yes (X)
SYLVIA NELSON
BOARD MEMBER1.00$0$0$0Yes (X)
BAHMAN NOURI MD
BOARD MEMBER1.00$0$0$0Yes (X)
JULIE SAN FILIPPO
BOARD MEMBER1.00$0$0$0Yes (X)
MARISA SAN FILIPPO
BOARD MEMBER1.00$0$0$0Yes (X)
MARYLUE TIMPSON
BOARD MEMBER1.00$0$0$0Yes (X)
DARLENE WOODSON
BOARD MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$827,926TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$153,531TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$281,684FundraisingAmt
All Other Contributions$2,994,754AllOtherContributionsAmt
Noncash Contributions$392,740NoncashContributionsAmt
Total Contributions$3,276,438TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$318,086TotalRevenueColumnAmt
Exclusion$318,086ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,719,022SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,250,684SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,468,338SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,468,338TotalRevenueColumnAmt
Exclusion$1,468,338ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$18,000FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$281,684ContriRptFundraisingEventAmt
Fundraising Direct Expenses$37,793FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$19,793TotalRevenueColumnAmt
Exclusion-$19,793ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
LEGAL FEES REFUND900099$39$39
CHANGE IN SPLIT-INTEREST AGREEM.900099-$33,416-$33,416
FieldValueIRS element (for citing)
Other Revenue Total-$33,377OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,009,692TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,733,254ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,719,793TotalAmt
Program Services$3,719,793ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$47,311TotalAmt
Management And General$47,311ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$55,911TotalAmt
Management And General$55,911ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$93,704TotalAmt
Management And General$70,301ManagementAndGeneralAmt
Fundraising$23,403FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$20,684TotalAmt
Fundraising$20,684FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$78,802TotalAmt
Management And General$45,118ManagementAndGeneralAmt
Fundraising$33,684FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$718TotalAmt
Management And General$718ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$559TotalAmt
Management And General$559ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,269TotalAmt
Management And General$6,269ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND SUBSCR.$1,209$1,209
TRAINING$1,070$803$267

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,026,030TotalAmt
Program Services$3,719,793ProgramServicesAmt
Management And General$228,199ManagementAndGeneralAmt
Fundraising$78,038FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$230,729BOYAmt
EOY$150,240EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,200,897BOYAmt
EOY$5,037,405EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,007,778BOYAmt
EOY$17,477,542EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,563,039BOYAmt
EOY$1,529,034EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,251,972BOYAmt
EOY$501,246EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,254,415BOYAmt
EOY$24,695,467EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,166BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,166BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,410,296BOYAmt
EOY$10,707,854EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,842,953BOYAmt
EOY$13,987,613EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,253,249BOYAmt
EOY$24,695,467EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,254,415BOYAmt
EOY$24,695,467EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$983,662ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,829,524NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$288,080DonatedServicesAndUseFcltsAmt
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$1,511,352CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,684,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,162,723CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,140,884CurrentTaxYearMinus1YearAmt
Current Tax Year$3,276,438CurrentTaxYearAmt
Total$8,776,292TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,511,352CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,684,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,162,723CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,140,884CurrentTaxYearMinus1YearAmt
Current Tax Year$3,276,438CurrentTaxYearAmt
Total$8,776,292TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,063,333SubstantialContributorsTotAmt
Public Support Total170$6,712,959PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$303,821CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$333,474CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$324,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$286,093CurrentTaxYearMinus1YearAmt
Current Tax Year$318,086CurrentTaxYearAmt
Total$1,565,735TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,314CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,809CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$232,289CurrentTaxYearMinus1YearAmt
Current Tax Year-$33,416CurrentTaxYearAmt
Total$225,144TotalAmt
FieldValueIRS element (for citing)
Total Support$10,567,171TotalSupportAmt
Gross Receipts Rltd Activities$337,354GrossReceiptsRltdActivitiesAmt
Public Support CY1700.63530PublicSupportCY170Pct
Public Support PY1700.65790PublicSupportPY170Pct
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 - 2017 AMOUNT: $ 12,314. 2018 AMOUNT: $ 4,809. 2019 AMOUNT: $ 9,148. 2020 AMOUNT: $ 232,289. 2021 AMOUNT: $ -33,416.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$13,621,756BeginningYearBalanceAmt
Contributions$142,034ContributionsAmt
Investment Earnings Or Losses-$1,612,424InvestmentEarningsOrLossesAmt
Other Expenditures$497,299OtherExpendituresAmt
End Year Balance$11,654,067EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,850,259BeginningYearBalanceAmt
Contributions$4,100ContributionsAmt
Investment Earnings Or Losses$674,932InvestmentEarningsOrLossesAmt
End Year Balance$11,529,291EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,574,496BeginningYearBalanceAmt
Contributions$78,050ContributionsAmt
Investment Earnings Or Losses$547,319InvestmentEarningsOrLossesAmt
Other Expenditures$349,606OtherExpendituresAmt
End Year Balance$10,850,259EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.81979BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.15434PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02587TermEndowmentBalanceEOYPct
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$1,529,034BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,529,034TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,576,847TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,829,524NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,414,836DonatedServicesAndUseFcltsAmt
Other Revenue$37,793OtherRevenueAmt
Revenue Not Reported-$2,376,895RevenueNotReportedAmt
Revenue Subtotal$4,953,742RevenueSubtotalAmt
Investment Expenses Not Incld$55,911InvestmentExpensesNotIncldAmt
Other Revenues Not Included$39OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$55,950RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,009,692TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,134,629TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,126,756DonatedServicesUseFcltsAmt
Other Expenses Included$37,793OtherExpensesIncludedAmt
Expenses Not Reported$1,164,549ExpensesNotReportedAmt
Expenses Subtotal$3,970,080ExpensesSubtotalAmt
Investment Expenses Not Incld2$55,911InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$39OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$55,950ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,026,030TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 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, 2022 AND 2021, 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 37,793.
PART XI, LINE 4B - OTHER ADJUSTMENTS:LEGAL FEES REFUND 39.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS EXPENSES 37,793.
PART XII, LINE 4B - OTHER ADJUSTMENTS:LEGAL FEES REFUND 39.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GLORIA KENNETT'S 100TH BIRTHDAYEvent1Nm
Gross Receipts Event1$299,684GrossReceiptsEvent1Amt
Charitable Contri Event1$281,684CharitableContriEvent1Amt
Gross Revenue Event1$18,000GrossRevenueEvent1Amt
Rent Facility Costs Event1$4,500RentFacilityCostsEvent1Amt
Food And Beverage Event1$20,295FoodAndBeverageEvent1Amt
Entertainment Event1$2,500EntertainmentEvent1Amt
Other Direct Expenses Event1$10,498OtherDirectExpensesEvent1Amt
Gross Receipts Total$299,684GrossReceiptsTotalAmt
Charitable Contributions Tot$281,684CharitableContributionsTotAmt
Gross Revenue Total Events$18,000GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$4,500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$20,295FoodAndBeverageTotalEventsAmt
Entertainment Total Events$2,500EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$10,498OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$37,793DirectExpenseSummaryEventsAmt
Net Income Summary-$19,793NetIncomeSummaryAmt

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$3,709,444CashGrantAmt
Non Cash Assistance$10,349NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceSPORTING TICKETS, WINE, BABY CAPSNonCashAssistanceDesc
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 SENT FOR APPROVAL 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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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
JENNIFER SVIHUS
PRESIDENT$238,527$0$64,880$0$2,224$0$18,312$0$31,086$0$355,029$0$0$0
ALEX WRIGHT MANAGER INNOVATION
AND COMMUNICATION - UNTIL 11/2021$130,600$0$22,769$0$959$0$18,239$0$25,004$0$197,571$0$0$0
ERIN CALLAGHAN
PHILANTHROPY OPERATION MANAGER$117,579$0$13,895$0$1,145$0$13,569$0$12,521$0$158,709$0$0$0
TAYLOR R LIBERATOR
MANAGER, ANNUAL AND SPECIAL GIVING$118,423$0$13,997$0$62$0$9,751$0$11,893$0$154,126$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).
FORM 990, PART VII, SECTION A, LINE 5:JENNIFER SVIHUS, PRESIDENT, ALEX WRIGHT, MANAGER, INNOVATION AND COMMUNICATION UNTIL NOVEMBER 12, 2021, ERIN CALLAGHAN, PHILANTHROPY OPERATIONS MANAGER, TAYLOR R. LIBERATOR, MANAGER, ANNUAL SPECIAL GIVING, AND STACI CALZADA, MANAGER, PHILANTHROPY, ARE COMPENSATED BY COMMONSPIRIT HEALTH, AN UNRELATED ORGANIZATION EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), FOR SERVICES PROVIDED TO THE SEQUOIA HOSPITAL FOUNDATION.

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,130NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$382,391NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$759NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)SPORTS GOODS1$6,500FMV
Yes (X)GIFT CERTIF.3$960FMV
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, 2022.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.