SIERRA HEALTH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SIERRA HEALTH FOUNDATION (EIN 68-0050036)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349110904
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T21:02:31-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680050036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIERRA HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIER | BusinessNameControlTxt |
| Phone | 9169224755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 GARDEN HIGHWAY | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEATRIX KOEV | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9169224755 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BEATRIX | PersonFirstNm |
| Person Last | KOEV | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA H WILLIAMS | PreparerPersonNm |
| PTIN | P01281212 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,368,491 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $275,841 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $576,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $710,778 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,668,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,892,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,090,967 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,564,907 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$189,195 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,563,283 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,085,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,612,550 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,563,283 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $845,746 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,519 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $718,339 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,888 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,613,157 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $4,156,671 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $456,486 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,228,478 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $25,078 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,084,320 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $101,914 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,694 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $17,077 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $3,875 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,023 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,416 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $50,736 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $294,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $187,219 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $91,213 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,874 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $328,893 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $70,463 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $225,966 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $226,299 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $83,129 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $83,745 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $100,291 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $72,990 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $27,301 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $172,517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $55,368 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,907 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,990,137 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $279,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,563,283 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $876,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,463,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,367,771 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,453,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $279,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,563,283 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,243,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,367,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,332,977 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $514,592 | CashBOYAmt |
| Cash EOY | $523,611 | CashEOYAmt |
| Cash EOYFMV | $523,611 | CashEOYFMVAmt |
| Acct Rcvbl | $90,219 | AcctRcvblAmt |
| Acct Rcvbl BOY | $50,909 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $90,219 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $90,219 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $35,437,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,921,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,921,193 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $229,164 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $2,279,164 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $229,164 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $229,164 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $14,492,100 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,408,689 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,408,689 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,273,059 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,899,473 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,658,410 | LandBOYAmt |
| Land EOY | $5,373,586 | LandEOYAmt |
| Land EOYFMV | $5,373,586 | LandEOYFMVAmt |
| Other Assets BOY | $1,512,554 | OtherAssetsBOYAmt |
| Other Assets EOY | $822,029 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $822,029 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,945,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,368,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,368,491 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $544,128 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $506,348 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,011,699 | GrantsPayableBOYAmt |
| Grants Payable EOY | $104,534 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $8,894,057 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $5,612,392 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $130,022 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $84,006 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,579,906 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,307,280 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,365,816 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,061,211 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,365,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,061,211 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,945,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,368,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,365,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,367,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,063,329 | OtherIncreasesAmt |
| Subtotal | $55,061,211 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,061,211 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS FROM PARTNERSHIPS - BOOK | P | 2020-12-31 | 2021-12-31 | $3,883,980 | $3,883,980 | $0 | $0 |
| CAPITAL GAINS FROM PARTNERSHIPS - TAX | P | 2020-12-31 | 2021-12-31 | $1,530,118 | $1,530,118 | $1,530,118 | |
| 7,223.8 SHS - AMERICAN FUNDS EUROPACIFIC GROWTH F3 | P | 2019-12-31 | 2021-05-21 | $510,000 | $328,396 | $181,604 | $181,604 |
| 78,046.03 SHS - BMO LGM EMERGING MARKETS EQUITY I | P | 2019-12-31 | 2021-11-22 | $1,355,545 | $1,145,543 | $210,002 | $210,002 |
| 13,283.55 SHS - DFA US CORE EQUITY 1 PORT | P | 2019-12-31 | 2021-12-20 | $450,000 | $316,419 | $133,581 | $133,581 |
| 229,985.37 SHS - PIMCO SHORT ASSET INVESTMENT FUND | P | 2019-12-31 | 2021-05-21 | $2,300,103 | $2,302,152 | -$2,049 | -$2,049 |
| 1,918.14 SHS - VANGUARD 500 INDEX ADMIRAL | P | 2019-12-31 | 2021-12-20 | $795,000 | $451,649 | $343,351 | $343,351 |
| CAPITAL GAIN DISTRIBUTION US BANK ACCT #0380 | P | 2020-12-31 | 2021-12-31 | $514,055 | $514,055 | $514,055 | |
| 54 SHS - ADOBE INC | P | 2019-12-31 | 2021-12-17 | $33,000 | $15,614 | $17,386 | $17,386 |
| 273 SHS - ALIBABA GROUP HOLDING LTD A D R | P | 2019-12-31 | 2021-08-24 | $46,083 | $51,173 | -$5,090 | -$5,090 |
| 4 SHS - ALPHABET INC CL A | P | 2019-12-31 | 2021-09-30 | $10,898 | $4,682 | $6,216 | $6,216 |
| 22 SHS - AON PLC | P | 2019-12-31 | 2021-11-05 | $6,472 | $4,119 | $2,353 | $2,353 |
| 21 SHS - AUTOMATIC DATA PROCESSING | P | 2019-12-31 | 2021-04-09 | $3,925 | $3,491 | $434 | $434 |
| 87 SHS - BURLINGTON STORES INC | P | 2019-12-31 | 2021-06-04 | $27,179 | $15,979 | $11,200 | $11,200 |
| 84 SHS - EPAM SYSTEMS INC | P | 2019-12-31 | 2021-10-01 | $43,632 | $16,542 | $27,090 | $27,090 |
| 89 SHS - FORTINET INC | P | 2019-12-31 | 2021-10-01 | $25,630 | $10,670 | $14,960 | $14,960 |
| 210 SHS - GODADDY INC CLASS A | P | 2019-12-31 | 2021-04-01 | $15,767 | $16,215 | -$448 | -$448 |
| 25 SHS - INTUIT INC | P | 2019-12-31 | 2021-12-17 | $14,477 | $6,453 | $8,024 | $8,024 |
| 9 SHS - NETFLIX COM INC | P | 2019-12-31 | 2021-12-17 | $5,295 | $4,598 | $697 | $697 |
| 37 SHS - NVIDIA CORP | P | 2019-12-31 | 2021-12-17 | $9,305 | $4,559 | $4,746 | $4,746 |
| 41 SHS - PAYPAL HOLDINGS INC | P | 2019-12-31 | 2021-09-30 | $10,842 | $4,699 | $6,143 | $6,143 |
| 4,404 SHS - SIRIUS XM HOLDINGS | P | 2019-12-31 | 2021-08-17 | $27,059 | $27,126 | -$67 | -$67 |
| 922 SHS - TENCENT HLDGS LTD A D R | P | 2019-12-31 | 2021-08-05 | $54,726 | $43,060 | $11,666 | $11,666 |
| 13 SHS - UNITEDHEALTH GROUP INC | P | 2019-12-31 | 2021-06-24 | $5,185 | $3,822 | $1,363 | $1,363 |
| 22 SHS - ZOETIS INC | P | 2019-12-31 | 2021-07-26 | $4,378 | $2,516 | $1,862 | $1,862 |
| 52 SHS - ALCON INC | P | 2019-12-31 | 2021-12-20 | $4,413 | $3,057 | $1,356 | $1,356 |
| 205 SHS - ALLEGION PLC | P | 2019-12-31 | 2021-05-21 | $28,435 | $19,243 | $9,192 | $9,192 |
| 39 SHS - AMERIPRISE FINL INC | P | 2019-12-31 | 2021-12-20 | $9,730 | $4,918 | $4,812 | $4,812 |
| 8 SHS - ANSYS INC | P | 2019-12-31 | 2021-12-20 | $3,173 | $1,690 | $1,483 | $1,483 |
| 12 SHS - CHUBB LIMITED COM | P | 2019-12-31 | 2021-12-20 | $2,366 | $1,858 | $508 | $508 |
| 37 SHS - COCA COLA COMPANY | P | 2019-12-31 | 2021-12-21 | $2,165 | $2,012 | $153 | $153 |
| 0.95 SHS - COMMERCE BANCSHARES INC | P | 2019-12-31 | 2021-12-31 | $64 | $48 | $16 | $16 |
| 26 SHS - CROWN CASTLE INTL CORP | P | 2019-12-31 | 2021-12-20 | $5,202 | $4,215 | $987 | $987 |
| 13 SHS - CULLEN FROST BANKERS INC | P | 2019-12-31 | 2021-12-21 | $1,646 | $1,069 | $577 | $577 |
| 66 SHS - DANAHER CORP | P | 2019-12-31 | 2021-12-20 | $16,996 | $8,973 | $8,023 | $8,023 |
| 255 SHS - EAST WEST BANCORP INC | P | 2019-12-31 | 2021-12-31 | $20,222 | $9,887 | $10,335 | $10,335 |
| 14 SHS - ECOLAB INC | P | 2019-12-31 | 2021-12-20 | $3,225 | $2,994 | $231 | $231 |
| EQUITY LIFESTYLE PPTYS INC | P | 2019-12-31 | 2021-03-05 | $5 | -$5 | -$5 | |
| 21 SHS - GENERAL DYNAMICS CORP | P | 2019-12-31 | 2021-12-20 | $4,382 | $3,861 | $521 | $521 |
| 89 SHS - JOHNSON CTLS INTL PLC SHS | P | 2019-12-31 | 2021-12-20 | $7,069 | $3,680 | $3,389 | $3,389 |
| 187 SHS - JP MORGAN CHASE CO | P | 2019-12-31 | 2021-07-30 | $29,036 | $18,494 | $10,542 | $10,542 |
| 41 SHS - LENNAR CORP CI A | P | 2019-12-31 | 2021-12-20 | $4,505 | $2,087 | $2,418 | $2,418 |
| 12 SHS - MARTIN MARIETTA MATIS INC | P | 2019-12-31 | 2021-12-20 | $5,289 | $3,006 | $2,283 | $2,283 |
| 75 SHS - MICROCHIP TECHNOLOGY INC | P | 2019-12-31 | 2021-12-20 | $7,552 | $3,976 | $3,576 | $3,576 |
| 19 SHS - MICROSOFT CORP | P | 2019-12-31 | 2021-12-20 | $6,211 | $2,568 | $3,643 | $3,643 |
| 199 SHS - NOVARTIS AG ADR | P | 2019-12-31 | 2021-12-03 | $16,479 | $17,602 | -$1,123 | -$1,123 |
| 91 SHS - PIONEER NATURAL RESOURCES CO | P | 2019-12-31 | 2021-02-24 | $12,392 | $10,948 | $1,444 | $1,444 |
| 14 SHS - PNC FINANCIAL SERVICES GROUP INC | P | 2019-12-31 | 2021-12-20 | $2,859 | $1,608 | $1,251 | $1,251 |
| 15 SHS - PROCTER & GAMBLE CO | P | 2019-12-31 | 2021-12-20 | $2,404 | $2,048 | $356 | $356 |
| 38 SHS - QUALCOMM INC COM | P | 2019-12-31 | 2021-12-20 | $6,956 | $2,774 | $4,182 | $4,182 |
| 35 SHS - RPM INTERNATIONAL INC | P | 2019-12-31 | 2021-12-20 | $3,491 | $1,676 | $1,815 | $1,815 |
| SUN COMMUNITIES INC | P | 2019-12-31 | 2021-02-05 | $17 | -$17 | -$17 | |
| 40 SHS - TYSON FOODS INC CL A | P | 2019-12-31 | 2021-12-20 | $3,468 | $3,646 | -$178 | -$178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,090,967 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,328 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,328 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,662 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $34,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,662 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $446 | EsPenaltyAmt |
| Overpayment | $8,888 | OverpaymentAmt |
| Applied To ES Tax | $8,888 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SIERRAHEALTH.ORG | WebsiteAddressTxt |
| Individual With Books | BEATRIX KOEV | IndividualWithBooksNm |
| Phone | 9169224755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 GARDEN HIGHWAY | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HEWITT CHET P | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | PRESIDENT & CEO | 40.00 | $437,215 | $52,024 | $0 |
| ALVARADO GILBERT | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | EXECUTIVE VP/COO | 40.00 | $291,211 | $58,670 | $0 |
| DAVID W GORDON | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | DIRECTOR | 0.50 | $14,960 | $0 | $0 |
| DEBRA MCKENZIE | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | CHAIR | 0.50 | $14,960 | $0 | $0 |
| JOSE R HERMOCILLO | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | VICE CHAIR | 0.50 | $20,760 | $0 | $0 |
| NANCY P LEE | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | DIRECTOR | 0.50 | $18,760 | $0 | $0 |
| ROBERT A PETERSEN CPA | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | DIRECTOR | 0.50 | $16,160 | $0 | $0 |
| SHAMUS ROLLER | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | DIRECTOR | 0.50 | $14,960 | $0 | $0 |
| CLAIRE POMEROY | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | DIRECTOR | 0.50 | $16,760 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HANG KAYING | ||||||||
| 1321 GARDEN HWY | SACRAMENTO | CA | 95833 | PRESIDENT OF THE CEN | 40.00 | $289,018 | $34,867 | $0 |
| CERVANTES MATTHEW | ||||||||
| 1321 GARDEN HWY | SACRAMENTO | CA | 95833 | DIRECTOR OF HEALTH P | 40.00 | $159,244 | $40,703 | $0 |
| COOKSY LESLIE J | ||||||||
| 1321 GARDEN HWY | SACRAMENTO | CA | 95833 | EVALUATION DIRECTOR | 40.00 | $151,422 | $30,323 | $0 |
| KASSIS JOAN M | ||||||||
| 1321 GARDEN HWY | SACRAMENTO | CA | 95833 | SR. MANAGER INTERNAL | 40.00 | $157,476 | $15,235 | $0 |
| DANA RICHARD L | ||||||||
| 1321 GARDEN HWY | SACRAMENTO | CA | 95833 | DIRECTOR OF ECONOMIC | 40.00 | $160,083 | $6,856 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 43 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARMANINO | |||||
| PO BOX 398285 | SAN FRANCISCO | CA | 94139 | ACCOUNTING & BUSINESS CONSULTING | $524,915 |
| SIGNATURE STAFF RESOURCES LLC | |||||
| 1460 TL TOWNSEND DR 104 | ROCKWELL | TX | 75032 | TEMPORARY PERSONNEL | $317,866 |
| GILBERT ASSOCIATES INC | |||||
| 2880 GATEWAY OAKS DR STE 100 | SACRAMENTO | CA | 95814 | AUDIT AND TAX PREPARER | $150,571 |
| TEVIS HR | |||||
| 970 RESERVE DR STE 200 | ROSEVILLE | CA | 95678 | HR CONSULTING | $148,671 |
| QUORUM TECHNOLOGIES INC | |||||
| PO BOX 163330 | SACRAMENTO | CA | 95816 | COMPUTER SERVICES | $133,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IMPROVING HEALTH AND QUALITY OF LIFE - THIS BROAD PROGRAM CATEGORY FOCUSES ON IMPROVING HEALTH EQUITY AND REDUCING HEALTH DISPARITIES TO PROMOTE HEALTH AND WELL-BEING FOR ALL. THIS IS ACCOMPLISHED IN A VARIETY OF WAYS, INCLUDING THE DEVELOPMENT OF COLLABORATIVE COMMUNITY COALITIONS, LEARNING INSTITUTES, AND EVALUATION AND DISSEMINATION OF KNOWLEDGE. PROGRAMS ALSO FOCUS ON MENTAL HEALTH AWARENESS AND RESPITE, REDUCING THE DISPROPORTIONATE CAUSES OF DEATH AMONG AFRICAN AMERICAN CHILDREN, SUPPORT FOR COMMUNITY COALITIONS WORKING TO IMPROVE HEALTH AND WORKPLACE WELLNESS. | Description1Txt |
| Expenses1 | $2,372,807 | Expenses1Amt |
| Description2 | PUBLIC POLICY AND EDUCATION PROGRAM - THIS PROGRAM CATEGORY PROMOTES BETTER-INFORMED POLICY DISCOURSE WITH A FOCUS ON HEALTH EQUITY, AND CAPTURES AND DISSEMINATES LESSONS LEARNED FROM GRANTEES. STAFF ACHIEVES PROGRAM OBJECTIVES THROUGH PARTNERSHIPS, RESEARCH, PUBLIC EDUCATION AND GRANT MAKING.PROGRAMS WITHIN THIS CATEGORY ALSO FOCUS ON HEALTH AND RACIAL EQUITY, AND WORK TO BUILD MOMENTUM AND PUBLIC AWARENESS TO ADDRESS THE SYSTEMIC BARRIERS THAT LIMIT ACCESS TO OPPORTUNITY FOR UNDERSERVED POPULATIONS. | Description2Txt |
| Expenses2 | $1,930,402 | Expenses2Amt |
| Description3 | NONPROFIT HEALTH SECTOR DEVELOPMENT - PROGRAMS IN THIS CATEGORY SUPPORT LEADERSHIP DEVELOPMENT AND CAPACITY BUILDING TO CREATE A MORE VIBRANT AND DIVERSE NONPROFIT SECTOR. SPECIFICALLY, PROGRAMS SUPPORT CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT ACTIVITIES FOR CURRENT AND EMERGING NONPROFIT AND PUBLIC LEADERS, AND NONPROFIT ORGANIZATIONS LED BY PEOPLE OF COLOR. THE FOUNDATION ALSO HELPS NONPROFIT ORGANIZATIONS AND PUBLIC AGENCIES ACHIEVE THEIR OBJECTIVES BY PROVIDING A VENUE FOR EDUCATION AND TRAINING, NONPARTISAN DEBATE AND COLLABORATION. | Description3Txt |
| Expenses3 | $338,927 | Expenses3Amt |
| Description4 | SAN JOAQUIN VALLEY HEALTH FUND - THE SAN JOAQUIN VALLEY HEALTH FUND STRENGTHENS THE CAPACITY OF COMMUNITIES AND ORGANIZATIONS IN THE SAN JOAQUIN VALLEY TO IMPROVE HEALTH AND WELL-BEING BY ADVANCING PROGRAMS AND POLICY CHANGES THAT PROMOTE COMMUNITY HEALTH AND HEALTH EQUITY FOR ALL. | Description4Txt |
| Expenses4 | $468,091 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,492,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,863,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,156,344 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,512,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,512,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $847,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,665,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,783,250 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,783,250 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,328 | TotalTaxAmt |
| Distributable Before Adj | $2,736,922 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,736,922 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,736,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,243,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,243,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,736,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,106,530 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,444,744 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,078,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,772,112 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,513,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,915,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,243,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,736,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,506,978 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,422,379 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,106,530 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,315,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,444,744 | ExcessFromYear4Amt |
| Excess From Year3 | $5,078,931 | ExcessFromYear3Amt |
| Excess From Year2 | $3,772,112 | ExcessFromYear2Amt |
| Excess From Year1 | $1,513,084 | ExcessFromYear1Amt |
| Excess From Current Year | $3,506,978 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIERRA HEALTH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 GARDEN HIGHWAY | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9169224755 | RecipientPhoneNum |
| Form And Info And Materials | SEE ONLINE INFORMATION AT WWW.SIERRAHEALTH.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ONLINE INFORMATION AT WWW.SIERRAHEALTH.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ONLINE INFORMATION AT WWW.SIERRAHEALTH.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHF PROPERTIES | |||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | RELATED | 501(C)(2) | PROVIDE GENERAL SUPPORT AND TRANSFER CARMICHAEL PROPERTY | $2,051,479 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | 501(C)(3) | BOYS AND MEN OF COLOR MEMBERSHIP GRANT | $25,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVENUE NW STE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | BOYS AND MEN OF COLOR | $25,000 |
| NORTHERN CALIFORNIA PHARMACY & HEALTH | |||||||
| 9700 WEST TARON DRIVE | ELK GROVE | CA | 95757 | NONE | 501(C)(3) | PUBLIC POLICY | $2,500 |
| WIND YOUTH SERVICES | |||||||
| 815 S STREET | SACRAMENTO | CA | 95811 | NONE | 501(C)(3) | PRESIDENT'S DISCRETIONARY CHANGES TO YOUTH | $25,000 |
| STUDIOS FOR THE PERFORMING ARTS | |||||||
| 2420 N ST UNIT 110 | SACRAMENTO | CA | 95816 | NONE | 501(C)(3) | PRESIDENT'S DISCRETIONARY | $20,000 |
| UNITED LATINOS PROMOVIENDO ACCION | |||||||
| PO BOX 22905 | SACRAMENTO | CA | 95822 | NONE | 501(C)(3) | PRESIDENT'S DISCRETIONARY | $25,000 |
| SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MGMT | |||||||
| 1321 GARDEN HIGHWAY NO 210 | SACRAMENTO | CA | 95833 | RELATED | 501(C)(3) | GENERAL | $1,750,000 |
| SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MGMT | |||||||
| 1321 GARDEN HIGHWAY NO 210 | SACRAMENTO | CA | 95833 | RELATED | 501(C)(3) | YOUTH, BOYS AND MEN OF COLOR, BUILD BLACK, SJVIIF, CFBMOC MEMBERSHIP BOARD, ALHAMBRA BLVD. BUILDING | $732,165 |
| SACRAMENTO REGIONAL COALITION TO END | |||||||
| 1331 GARDEN HIGHWAY SUITE 100 | SACRAMENTO | CA | 95833 | NONE | 501(C)(3) | PUBLIC POLICY | $10,000 |
| VOICE OF YOUTH INC | |||||||
| 2251 FLORIN RD STE 35 | SACRAMENTO | CA | 95822 | NONE | 501(C)(3) | PRESIDENT'S DISCRETIONARY | $10,000 |
| COLOUR OF MUSIC INC | |||||||
| POST OFFICE BOX 22724 | CHARLESTON | SC | 29413 | NONE | NC | PRESIDENT'S DISCRETIONARY | $15,000 |
| SELF AWARENESS AND RECOVERY | |||||||
| 4625 44TH ST | SACRAMENTO | CA | 95820 | NONE | 501(C)(3) | PRESIDENT'S DISCRETIONARY | $15,000 |
| REDF | |||||||
| 101A CLAY STREET 103 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | PUBLIC POLICY | $50,000 |
| THE FUNDERS NETWORK INC | |||||||
| 6705 SW 57TH AVENUE SUITE 700 | CORAL GABLES | FL | 33143 | NONE | 501(C)(3) | PRESIDENT'S DISCRETIONARY | $5,000 |
| PLUMAS CRISIS INTERVENTION AND RESOURCE | |||||||
| 591 W MAIN STREET | QUINCY | CA | 95971 | NONE | 501(C)(3) | DIXIE FIRE RELIEF FUND | $10,000 |
| STANFORD SIERRA YOUTH & FAMILIES | |||||||
| 8912 VOLUNTEER LN | SACRAMENTO | CA | 95826 | NONE | 501(C)(3) | GENERAL | $20,000 |
| CAPITAL PUBLIC RADIO INC | |||||||
| 7055 FOLSOM BLVD | SACRAMENTO | CA | 95826 | NONE | 501(C)(3) | PRESIDENT'S DISCRETIONARY, PUBLIC POLICY | $35,000 |
| CENTER FOR FATHERS AND FAMILIES | |||||||
| 920 DEL PASO BLVD | SACRAMENTO | CA | 95815 | NONE | 501(C)(3) | GENERAL | $25,000 |
| LATINO COMMUNITY FOUNDATION | |||||||
| 235 MONTGOMERY ST STE 1160 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | LATINO POWER FUND | $50,000 |
| SUSTAINABLE AGRICULTURE AND FOOD | |||||||
| 133 E DE LA GUERRA ST 306 | SANTA BARBARA | CA | 93101 | NONE | 501(C)(3) | PUBLIC POLICY | $2,000 |
| UNITED WAY OF NORTHERN CALIFORNIA | |||||||
| 3300 CHURN CREEK ROAD | REDDING | CA | 96002 | NONE | 501(C)(3) | WILDFIRE FUND | $10,000 |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET FLOOR 10TH | OAKLAND | CA | 94607 | NONE | 501(C)(3) | PUBLIC POLICY | $50,000 |
| ASIAN HEALTH SERVICES | |||||||
| 101 8TH STREET SUITE 100 | OAKLAND | CA | 94607 | NONE | 501(C)(3) | PUBLIC POLICY | $13,000 |
| IMMIGRANT LEGAL RESOURCE CENTER | |||||||
| 1458 HOWARD ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | SAN JOAQUIN VALLEY DELIVERING ON THE DREAM | $25,000 |
| POLICYLINK | |||||||
| 1438 WEBSTER ST STE 303 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | PRESIDENT'S DISCRETIONARY | $25,000 |
| HENRY J KAISER FAMILY FOUNDATION | |||||||
| 185 BERRY STREET SUITE 2000 | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | PUBLIC POLICY | $35,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | PRESIDENT'S DISCRETIONARY | $10,000 |
| ASIAN AMERICANS ADVANCING JUSTICE LOS | |||||||
| 1145 WILSHIRE BLVD 2ND FLOOR | LOS ANGELES | CA | 90017 | NONE | 501(C)(3) | PUBLIC POLICY | $25,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | THE CALIFORNIA ACCOUNTABLE COMMUNITIES FOR | $50,000 |
| AMERICAN LEADERSHIP FORUM | |||||||
| 601 UNIVERSITY AVENUE SUITE 127 | SACRAMENTO | CA | 95825 | NONE | CHARITY | LEADERSHIP DINNER | $5,000 |
| AMERICAN RED CROSS SACRAMENTO | |||||||
| 431 18TH SL NW | WASHINGTON | DC | 20006 | NONE | CHARITY | EMERGENCY FIRE RELIEF DONATION | $25,000 |
| CALIFORNIA MONTESSORI PROJECT | |||||||
| 5325 ENGLE RD SUITE 200 | CARMICHAEL | CA | 95608 | NONE | CHARITY | MATCHING GIFT | $400 |
| CAPITAL PUBLIC RADIO INC | |||||||
| 7055 FOLSOM BLVD | SACRAMENTO | CA | 95826 | NONE | CHARITY | MATCHING GIFT | $6,250 |
| CAROL EMMOTT FOUNDATION | |||||||
| 4931 SW 76TH AVE 229 | PORTLAND | OR | 97225 | NONE | CHARITY | MATCHING GIFT | $500 |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER RD 200 | SAN JOSE | CA | 95134 | NONE | CHARITY | MATCHING GIFT | $400 |
| CEAZE THE MOMENT | |||||||
| 8511 DARTFORD DRIVE | SACRAMENTO | CA | 95823 | NONE | CHARITY | MATCHING GIFT | $2,250 |
| CHRISTIAN BROTHERS HIGH SCHOOL | |||||||
| 4315 MARTIN LUTHER KING JR BLVD | SACRAMENTO | CA | 95820 | NONE | CHARITY | MATCHING GIFT | $2,500 |
| CLARA'S HOUSE | |||||||
| 2715 K STREET STE D | SACRAMENTO | CA | 95816 | NONE | CHARITY | MATCHING GIFT | $2,000 |
| COMMON GROUND A COVENANT CHURCH | |||||||
| 8355 ARROYO VIST DR | SACRAMENTO | CA | 95823 | NONE | CHARITY | MATCHING GIFT | $8,000 |
| CRISTO REY HIGH SCHOOL | |||||||
| 8475 JACKSON RD | SACRAMENTO | CA | 95826 | NONE | CHARITY | MATCHING GIFT | $2,500 |
| EL DORADO COMMUNITY HEALTH CENTER | |||||||
| 4340 GOLDEN CENTER DR | PLACERVILLE | CA | 95667 | NONE | CHARITY | MATCHING GIFT | $12,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | CHARITY | MATCHING GIFT | $100 |
| FLUFF BUDDIES | |||||||
| PO BOX 432 | NORTH HIGHLANDS | CA | 95660 | NONE | CHARITY | MATCHING GIFT | $200 |
| FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | |||||||
| 1500 SAN REMO AVE STE 249 | CORAL GABLES | FL | 33146 | NONE | CHARITY | MATCHING GIFT | $1,000 |
| GATTON COLLEGE OF BUSINESS AT UNIVERSITY OF KENTUCKY | |||||||
| 550 X LIMESTONE ST | LEXINGTON | KY | 40506 | NONE | CHARITY | MATCHING GIFT | $2,000 |
| GRANT YOUTH SPORTS | |||||||
| 3270 NAREB ST | SACRAMENTO | CA | 95838 | NONE | CHARITY | MATCHING GIFT | $2,000 |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS & REFUGEES | |||||||
| PO BOX 1100 | SEBASTOPOL | CA | 95473 | NONE | CHARITY | MATCHING GIFT | $2,500 |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW STE 1200 | WASHINGTON | DC | 20036 | NONE | CHARITY | MATCHING GIFT | $11,500 |
| VIRGINIA ORGANIZING HEALTH & ENVIRONMENTAL FUNDERS NETWORK | |||||||
| PO BOX 1323 | LAUREI | MD | 20725 | NONE | CHARITY | MATCHING GIFT | $1,875 |
| IMPROVE YOUR TOMORROW | |||||||
| 4229 NORTHGATE BLVD STE 5 | SACRAMENTO | CA | 95839 | NONE | CHARITY | MATCHING GIFT | $4,120 |
| INDIANA UNIVERSITY SCHOOL OF PUBLIC HEALTH | |||||||
| PO BOX 500 | BLOOMINGTON | NY | 47402 | NONE | CHARITY | MATCHING GIFT | $2,000 |
| LOS RIOS FOUNDATION | |||||||
| 1919 SPANOS CT | SACRAMENTO | CA | 95825 | NONE | CHARITY | MATCHING GIFT | $500 |
| MISSION INVESTORS EXCHANGE | |||||||
| 417 FIFTH AVE 8TH FLOOR | NEW YORK | NY | 10016 | NONE | CHARITY | MATCHING GIFT | $3,000 |
| MOREHOUSE SCHOOL OF MEDICINE | |||||||
| 720 WESTVIEW DR SW | ATLANTA | GA | 30310 | NONE | CHARITY | MATCHING GIFT | $9,000 |
| MUSIC ON A MISSION FOUNDATION | |||||||
| 455 CAPITOL MALL SUITE 801 | SACRAMENTO | CA | 95814 | NONE | CHARITY | MATCHING GIFT | $1,000 |
| MUTUAL ASSISTANCE NETWORK OF DEL PASO HEIGHTS | |||||||
| 811 GRAND AVE SUITE A3 | SACRAMENTO | CA | 95838 | NONE | CHARITY | MATCHING GIFT | $250 |
| MY SISTER'S HOUSE | |||||||
| 3053 FREEPORT BLVD 120 | SACRAMENTO | CA | 95818 | NONE | CHARITY | MATCHING GIFT | $7,000 |
| NORTHERN CA GRANTMAKERS | |||||||
| 160 SPEAR ST STE 360 | SAN FRANCISCO | CA | 94105 | NONE | CHARITY | MATCHING GIFT | $5,000 |
| OLD DOGS NEW TRICKS INC | |||||||
| 3218 ROOT AVE | CARMICHAEL | CA | 95608 | NONE | CHARITY | MATCHING GIFT | $430 |
| ONE STEP ABOVE PARENT CLUB | |||||||
| 8569 BOND RD 110 | ELK GROVE | CA | 95624 | NONE | CHARITY | MATCHING GIFT | $2,050 |
| PBS KVIE | |||||||
| 2030 W EL CAMINO AVE | SACRAMENTO | CA | 95833 | NONE | CHARITY | MATCHING GIFT | $720 |
| PUBLIC POLICY INSTITUTE OF CALIFORNIA | |||||||
| 500 WASHINGTON ST STE 600 | SAN FRANCISCO | CA | 94111 | NONE | CHARITY | MATCHING GIFT | $10,000 |
| PURE YOUTH GROUP | |||||||
| 18 TIDES EDGE PL | SACRAMENTO | CA | 95835 | NONE | CHARITY | MATCHING GIFT | $5,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | |||||||
| 3102 HART HALL ONE SHIELDS AVE | DAVIS | CA | 95616 | NONE | CHARITY | MATCHING GIFT | $125 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE ST SUITE 9000 | ANN ARBOR | MI | 48109 | NONE | CHARITY | MATCHING GIFT | $500 |
| ROSE FAMILY CREATIVE EMPOWERMENT CENTER | |||||||
| 7000 GRANKLIN BLVD STE 1000 | SACRAMENTO | CA | 95823 | NONE | CHARITY | MATCHING GIFT | $1,000 |
| RYSE INC | |||||||
| 205 41ST STREET | RICHMOND | CA | 94805 | NONE | CHARITY | MATCHING GIFT | $100 |
| SACRAMENTO CHORAL SOCIETY | |||||||
| 4025 A BRIDGE STREET | FAIR OAKS | CA | 95628 | NONE | CHARITY | MATCHING GIFT | $1,000 |
| SACRAMENTO COUNTY OFFICE OF EDUCATION | |||||||
| PO BOX 269003 | SACRAMENTO | CA | 95826 | NONE | CHARITY | MATCHING GIFT | $10,000 |
| SACRAMENTO HOUSING ALLIANCE | |||||||
| 909 12TH STREET SUITE 114 | SACRAMENTO | CA | 95814 | NONE | CHARITY | MATCHING GIFT | $500 |
| SACRAMENTO LGBT COMMUNITY CENTER | |||||||
| 1015 20TH STREET | SACRAMENTO | CA | 95811 | NONE | CHARITY | MATCHING GIFT | $5,000 |
| SACRAMENTO NAACP | |||||||
| 4625 44TH ST RM 15 SACRAMENTO CA | SACRAMENTO | CA | 95820 | NONE | CHARITY | MATCHING GIFT | $5,000 |
| SACRAMENTO TREE FOUNDATION | |||||||
| 191 LATHROP WAY STE D | SACRAMENTO | CA | 95815 | NONE | CHARITY | MATCHING GIFT | $1,000 |
| SANTA CRUZ BARRIOS UNIDOS INC | |||||||
| 1817 SOQUEL AVE | SANTA CRUZ | CA | 95062 | NONE | CHARITY | MATCHING GIFT | $100 |
| SIERRA NEVADA JOURNEYS | |||||||
| 190 E LIBERTY STREET | RENO | NV | 89501 | NONE | CHARITY | MATCHING GIFT | $9,500 |
| SISTERS OF MERCY WEST MIDWEST COMMUNITY | |||||||
| 7262 MERCY RD | OMAHA | NE | 68124 | NONE | CHARITY | MATCHING GIFT | $1,000 |
| ST FRANCIS OF ASSISI ELEMENTARY SCHOOL | |||||||
| 2500 K STREET | SACRAMENTO | CA | 95816 | NONE | CHARITY | MATCHING GIFT | $50 |
| ST JOHN'S PROGRAM FOR REAL CHANGE | |||||||
| 2443 FAIR OAKS BLVD 369 | SACRAMENTO | CA | 95825 | NONE | CHARITY | MATCHING GIFT | $5,200 |
| SUSTAINABLE AGRICULTURE & FOOD SYSTEMS FUNDERS | |||||||
| 601 E ARRELLAGA ST STE 101 | SANTA BARBARA | CA | 93103 | NONE | CHARITY | MATCHING GIFT | $5,000 |
| SUTTERVILLE 4THR | |||||||
| 4967 MONTEREY WAY | SACRAMENTO | CA | 95822 | NONE | CHARITY | MATCHING GIFT | $100 |
| TECHNOLOGY ASSOCIATION OF GRANTMAKERS | |||||||
| 200 W MADISON ST 3RD FLOOR | CHICAGO | IL | 60606 | NONE | CHARITY | MATCHING GIFT | $385 |
| THE CENTER FOR VIOLENCE-FREE RELATIONSHIPS | |||||||
| 344 PLACERVILLE DR 11 | PLACERVILLE | CA | 95667 | NONE | CHARITY | MATCHING GIFT | $2,500 |
| VALLEY VISION INC | |||||||
| 3400 THIRD AVENUE | SACRAMENTO | CA | 95817 | NONE | CHARITY | MATCHING GIFT | $5,000 |
| VISIONS OF HOPE | |||||||
| PO BOX 8189 | BEND | OR | 97708 | NONE | CHARITY | MATCHING GIFT | $840 |
| WILD LIFE CARE ASSOCIATION | |||||||
| PO BOX 680 | NORTH HIGHLANDS | CA | 95660 | NONE | CHARITY | MATCHING GIFT | $100 |
| WOMEN'S EMPOWERMENT | |||||||
| 1590 NORTH A ST | SACRAMENTO | CA | 95811 | NONE | CHARITY | MATCHING GIFT | $5,500 |
| YOLO FOOD BANK | |||||||
| 233 HARTER AVENUE | WOODLAND | CA | 95776 | NONE | CHARITY | MATCHING GIFT | $2,000 |
| YOUTH FORWARD | |||||||
| 2411 15TH ST SUITE A | SACRAMENTO | CA | 95818 | NONE | CHARITY | MATCHING GIFT | $2,500 |
| YOUTH MENTORING CONNECTION | |||||||
| 4103 W ADAMS BLVD 2ND FLOOR | LOS ANGELES | CA | 90018 | NONE | CHARITY | MATCHING GIFT | $500 |
| ZETA BETA LAMBDA FOUNDATION | |||||||
| PO BOX 22261 | SACRAMENTO | CA | 95822 | NONE | CHARITY | MATCHING GIFT | $2,500 |
| SACRAMENTO METROPOLITAN CHAMBER OF COMMERCE | |||||||
| 1601 ALHAMBRA BLVD ST 100 | SACRAMENTO | CA | 95816 | NONE | CHARITY | MATCHING GIFT | $3,000 |
| SACRAMENTO ASIAN-PACIFIC CHAMBER OF COMMERCE | |||||||
| 1610 R STREET SUTIE 322 | SACRAMENTO | CA | 95811 | NONE | CHARITY | MATCHING GIFT | $2,500 |
| GAMMA EPSILON INC | |||||||
| 4528 GRESHAM DR | EL DORADO HILLS | CA | 95762 | NONE | CHARITY | MATCHING GIFT | $1,000 |
| COMMUNITY ALLIANCE WITH FAMILY FARMERS | |||||||
| PO BOX 363 | DAVIS | CA | 95617 | NONE | CHARITY | MATCHING GIFT | $12,500 |
| ACCRUAL TO CASH ADJUSTMENT | |||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | NONE | CHARITY | MATCHING GIFT | -$2,918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,367,771 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | TO PROVIDE GENERAL SUPPORT | $50,000 |
| LATINO COMMUNITY FOUNDATION | |||||||
| 235 MONTGOMERY ST STE 1160 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | TO PROVIDE GENERAL SUPPORT | $50,000 |
| NAACP SACRAMENTO BRANCH | |||||||
| PO BOX 188231 | SACRAMENTO | CA | 95818 | NONE | 501(C)(3) | TO PROVIDE GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $105,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST REIMBURSEMENT | Desc |
| Related Or Exempt Function Incm | $6,563,283 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $576,336 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $89,440 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,579,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $89,440 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,157,164 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,563,283 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,809,887 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | INCOME IS REIMBURSEMENT FROM PROVIDING STAFF SUPPORT TO SIERRA HEALTH FOUNDATION: CENTER FOR HEALTH PROGRAM MANAGEMENT (THE CENTER). AS THE CENTER DOES NOT HAVE ITS OWN STAFF, THE FOUNDATION WORKED IN COOPERATION WITH THE CENTER TO START THE INTERMEDIARY PARTNERSHIPS PROGRAM. THIS PROGRAM WORKS TO IMPROVE INDIVIDUAL AND COMMUNITY HEALTH AND THE WELL-BEING OF THOSE IN UNDERSERVED COMMUNITIES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | Yes (1) | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| SHF PROPERTIES INC | ||
| 1c | $0 | SHF PROPERTIES, INC. UTILIZES THE STAFF AND FACILITIES OF SIERRA HEALTH FOUNDATION. SIERRA HEALTH FOUNDATION DOES NOT CHARGE SHF PROPERTIES, INC. BECAUSE SHF PROPERTIES, INC. SERVES SIERRA HEALTH FOUNDATION EXCLUSIVELY, ANY AMOUNTS THAT SIERRA HEALTH FOUNDATION CHARGED SHF PROPERTIES, INC. WOULD BE BILLED RIGHT BACK TO SIERRA HEALTH FOUNDATION. |
| SHF PROPERTIES INC | ||
| 1a(1) | $1,479 | SIERRA HEALTH FOUNDATION TRANSFERRED $1,479 OF CASH TO SHF PROPERTIES, INC. IN 2021. |
| SHF PROPERTIES INC | ||
| 1a(2) | $2,050,000 | SIERRA HEALTH FOUNDATION TRANSFERRED REAL ESTATE PROPERTY VALUED AT $2,050,000 TO SHF PROPERTIES, INC. IN 2021. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHF PROPERTIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(2) | OrganizationTypeDesc |
| Relationship Description | SHF PROPERTIES, INC. IS A TAX-EXEMPT HOLDING ORGANIZATION THAT ACQUIRES AND HOLDS TITLE TO LAND FOR THE SIERRA HEALTH FOUNDATION. SHF PROPERTIES, INC SHARES STAFF AND OFFICE SPACE WITH SIERRA HEALTH FOUNDATION. | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PPP LOAN FORGIVENESS - BENEFICIAL STATE BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 268 N MAIN ST BUILDING 2 | AddressLine1Txt |
| City | PORTERVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $275,841 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $52,416 | Amt |
| Net Investment Income | $1,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50,736 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE OF CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | SCNAME OF CONTROLLED ENTITY: SHF PROPERTIES INC.EMPLOYER ID NO: 91-1751915ADDRESS: 1321 GARDEN HIGHWAY, SACRAMENTO, CA 95833EXCESS BUSINESS HOLDING: NONAME OF CONTROLLED ENTITY: SIERRA HEALTH FOUNDATION: CENTER FOR HEALTH PROGRAM MANAGEMENTEMPLOYER ID NO: 45-5282243ADDRESS: 1321 GARDEN HIGHWAY STE 210, SACRAMENTO, CA 95833EXCESS BUSINESS HOLDING: NO | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HELD BY U.S. BANK AS CUSTODIAN | StockNm |
| EOY Book Value | $35,921,193 | EOYBookValueAmt |
| EOYFMV | $35,921,193 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 70 PORTOLA CORNER LOT - LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $229,164 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $229,164 | BookValueAmt |
| EOYFMV | $229,164 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $18,408,689 | BookValueAmt |
| EOYFMV | $18,408,689 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 1321 GARDEN HIGHWAY - LAND | $1,474,641 | $0 | $1,474,641 | $1,474,641 |
| 1321 GARDEN HIGHWAY - BUILDING | $11,182,907 | $7,555,013 | $3,627,894 | $3,627,894 |
| 1321 GARDEN HIGHWAY - FURNITURE, FIXTURES, & EQUIPMENT | $2,419,644 | $2,344,460 | $75,184 | $75,184 |
| 1321 GARDEN HIGHWAY - ART WORK | $195,867 | $0 | $195,867 | $195,867 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $44,694 | LegalFeesAmt |
| Net Investment Income | $17,077 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,875 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,023 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXPENSE | $119,293 | $151,760 | $151,760 |
| DUE FROM CENTER | $1,036,245 | $255,230 | $255,230 |
| DUE FROM SAN JOAQUIN VALLEY | $357,016 | $415,039 | $415,039 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $24,210 | $0 | $13,894 | $0 |
| POSTAGE | $12 | $0 | $12 | $0 |
| EQUIPMENT REPAIRS & MAINTENANCE | $25,052 | $0 | $12,769 | $7,697 |
| INSURANCE | $11,186 | $0 | -$4,415 | $0 |
| MISCELLANEOUS | $42,696 | $0 | $30,323 | $0 |
| EQUIPMENT RENTAL/LEASE | $2,870 | $0 | $2,785 | $0 |
| WEBSITE EXPENSE | $66,491 | $0 | $0 | $66,210 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP NET INCOME | -$190,819 | ||
| MISCELLANEOUS | $1,624 | $1,624 | |
| COST REIMBURSEMENT | $6,563,283 | $6,563,283 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $9,063,329 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $80,000 | $80,000 |
| DUE TO CENTER | $50,022 | $4,006 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $174,497 | $174,497 | $0 | $0 |
| RECRUITMENT | $5,977 | $0 | $0 | $5,977 |
| PROGRAM CONSULTANTS | $0 | $0 | $0 | $34,620 |
| OTHER PROFESSIONAL FEES | $114,376 | $12,722 | $91,213 | $24,277 |