2021-06-22T19:31:14-05:00 2020-06-30 841980623 RINA ACCOUNTANCY LLP 150 POST STREET STE 200 SAN FRANCISCO CA 94108 990 2019-07-01 942597514 SAINT FRANCIS FOUNDATION SAIN 4153536650 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 MARK RYLE PRESIDENT 4153536650 2021-06-18 1 TRACY TEALE P01290862 4157774488 2021-06-18 2019 2022-09-23 18:48:47Z MARK RYLE 900 HYDE STREET NO 1208 SAN FRANCISCO CA 94109 4115333 0 X WWW.SAINTFRANCISFOUNDATION.ORG X 1979 CA THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY. 26 26 7 0 0 -5382 1207790 2038272 0 0 3072689 1894672 51565 -131262 4332044 3801682 3380590 704366 0 0 1503657 1194375 0 0 864118 973178 969843 5857425 2868584 -1525381 933098 95757283 95653346 4381108 3092905 91376175 92560441 THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY. 0 0 926640 704366 0 TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE LIVES OF THE COMMUNITY SERVED BY THE SAINT FRANCIS MEMORIAL HOSPITAL AND THE SERVICES IT PROVIDES. 926640 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 26 0 1 7 0 0 0 0 0 0 1 1 0 0 0 0 X 26 26 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X MARK RYLE PRESIDENT 4153536650 900 HYDE STREET SUITE 1208 SAN FRANCISCO CA 94109 MICHAEL SOZA CHAIR 3.00 X X 0 0 0 SCOTT TAYLOR VICE CHAIR 3.00 X X 0 0 0 JAMES ALEVERAS SECRETARY 1.00 X X 0 0 0 ARJUN DEV ARORA BOARD MEMBER 1.00 X 0 0 0 DEANNA BERZINS BOARD MEMBER 1.00 X 0 0 0 JOHN BOYNTON BOARD MEMBER 1.00 X 0 0 0 EDWARD CONLON BOARD MEMBER 1.00 X 0 0 0 DOROTHEA DUTTON BOARD MEMBER 1.00 X 0 0 0 ELSIE M FLETCHER BOARD MEMBER 1.00 X 0 0 0 MICHELE HANSON BOARD MEMBER 1.00 X 0 0 0 BRANDI HUDSON BOARD MEMBER 1.00 X 0 0 0 DAVID KLEIN BOARD MEMBER 1.00 X 0 0 0 FRANK MALIN BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER MEZA BOARD MEMBER 1.00 X 0 0 0 NILI MALACH POYNTER BOARD MEMBER 1.00 X 0 0 0 NICOLE PRIETO BOARD MEMBER 1.00 X 0 0 0 VICTOR PRIETO BOARD MEMBER 1.00 X 0 0 0 SARITA SATPATHY BOARD MEMBER 1.00 X 0 0 0 JOANNE SUN BOARD MEMBER 1.00 X 0 0 0 PAUL TORMEY BOARD MEMBER 1.00 X 0 0 0 DANIELLA VALLURUPALLI BOARD MEMBER 1.00 X 0 0 0 ANEAL VALLURUPALLI BOARD MEMBER 1.00 X 0 0 0 KATE SMITH BOARD MEMBER 1.00 X 0 0 0 MATT BRADY BOARD MEMBER 1.00 X 0 0 0 RICHARD GROSSMAN BOARD MEMBER 1.00 X 0 0 0 ANEESH KRISHNA BOARD MEMBER 1.00 X 0 0 0 MARK A RYLE PRESIDENT 40.00 X 225904 0 32476 ANN LAZARUS INTERIM PRESIDENT 40.00 X 25962 0 3603 JENNIFER KISS DIRECTOR, PROGRAMS (THRU J 40.00 X 163632 0 16075 KERRY JOHNSON DIRECTOR, MAJOR GIFTS 40.00 X 138659 0 21041 JOYCE TAM CONTROLLER 40.00 X 124025 0 39960 WILLIAM DOUGLAS DIRECTOR, PROGRAMS AND COM 40.00 X 103090 0 24960 781272 0 138115 5 0 1 0 CAMBRIDGE ASSOCIATES POBOX 83232 CHICAGO IL 60691 275000 1 308641 435607 1294024 2038272 1894672 1894672 182039 308641 313651 -131612 -131612 OTHER REVENUE 900099 350 350 350 3801682 350 0 1763060 704366 704366 843198 150457 276990 415751 82634 14745 27145 40744 99683 17787 32746 49150 168860 30131 55470 83259 7837 7837 116790 116790 476952 476952 178587 147 28506 149934 1805 1805 24198 2358 21840 27515 11774 15741 17908 5415 2499 9994 905 905 26306 26306 DONOR MAILING 31729 31729 EQUIPMENT LEASE 19179 19179 PHOTOGRAPHY 13952 7 13945 PRINTING & DESIGN COLLA 13410 465 1898 11047 12770 3127 9643 2868584 926640 1077826 864118 131412 727524 2074470 0 221142 117296 0 30725 53528 30342 65048 59112 6841 5936 91311914 92916758 1957976 1824765 95757283 95653346 327448 190722 4032220 2885050 21440 17133 4381108 3092905 X 45135140 46624625 46241035 45935816 91376175 92560441 95757283 95653346 X 933098 382964 -131796 X 0 1 X 1 0 X 3007542 377003 1164478 1729631 1729631 8008285 3007542 377003 1164478 1729631 1729631 8008285 2497831 5510454 798764 619815 490375 3072689 1894672 6876315 3052 6211 350 9613 14894213 1424396 0.37000 0.38310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2015 AMOUNT: $ 3,052. 2016 AMOUNT: $ 6,211. 2019 AMOUNT: $ 350. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21275695 429508 861099 20844104 21351269 1096960 1172534 21275695 18051771 1343250 776533 12547 18605941 17570969 1481220 1000418 18051771 41498514 -634492 23293053 17570969 0.75330 0.24670 0 0 18197 18197 0 46851 40915 5936 5936 MARKETABLE ALTERNATIVE INVESTMENTS 37067 F LIMITED PARTNERSHIPS 92879691 F 92916758 ANNUITY CONTRACTS PAYABLE 17133 17133 X 3928615 382964 120000 234124 737088 3191527 476952 133203 610155 3801682 2744349 120000 232717 352717 2391632 476952 476952 2868584 PART V, LINE 4: THE ENDOWMENT FUNDS ARE DESIGNATED FOR VARIOUS PURPOSES, THE INCOME FROM WHICH IS SPENT IN ACCORDANCE WITH THOSE DESIGNATIONS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D. ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE FOUNDATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE FOUNDATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN GIFT ANNUITY 1,407. FUNDRAISING EXPENSES 232,717. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE CHARITABLE REMAINDER TRUST 133,203. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 232,717. 1 CA WINE WOMEN & SHOES 281343 187697 93646 8940 65029 123686 OSCARS 209337 120944 88393 16419 40950 58627 490680 308641 182039 25359 105979 182313 313651 -131612 1 SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) 134872 TEMPTRAK TEMPERATURE MONITORING SYSTEM SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) 90656 BOTHIN BURN CENTER 10 WEEK TRAINING PROGRAM FOR NURSES SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) 75750 CA BRIDGE PROGRAM PHASE 1 FOR ER OPIOID CARE SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) 52183 GENDER CONFERENCE KABUKI HOTEL NOV 2019 SAINT FRANCIS MEMORIAL HOSPITAL 501(C)(3) 34000 BURN UNIT PSYCHOLOGIST LANCE TOMA SFCHC 501(C)(3) 30000 TRANS HEALTH & WELLNESS PROJECT TR076 NEOFECT USA 23793 REHAB THERAPY SMART GLOVES TR220 & TR002 TENDERLOIN COMMUNITY BENEFIT DISTRICT 501(C)(3) 18000 5 YEAR SUSTAINABILITY PLAN MOY'S HERO AWARD 10000 MOY'S HERO AWARD 9 PART I, LINE 2: TO SUPPORT AND IMPROVE HEALTH CARE GENERALLY AND IN PARTICULAR, BUT WITHOUT LIMITATION, TO ACT FOR THE BENEFIT OF SAINT FRANCIS MEMORIAL HOSPITAL, BY RECEIPT OF GRANTS, BEQUESTS, DONATIONS, CONTRIBUTIONS, AND MEMORIALS ON BEHALF OF THE HOSPITAL. TO MAKE CONTRIBUTIONS AND DONATIONS TO AND PROVIDING FUND RISING SUPPORT FOR SAINT FRANCIS MEMORIAL HOSPITAL, AND BY OTHERWISE RENDERING SUPPORT TO SAID HOSPITAL AND SUPPORTING HEALTH CARE SERVICES. X X X X X X 0 0 0 0 0 0 0 0 0 MARK A RYLE PRESIDENT 224767 0 0 0 1137 0 20105 0 12371 0 258380 0 0 0 JENNIFER KISS DIRECTOR, PROGRAMS (THRU J 108571 0 0 0 55061 0 14550 0 1525 0 179707 0 0 0 KERRY JOHNSON DIRECTOR, MAJOR GIFTS 91687 0 30993 0 15979 0 10804 0 10237 0 159700 0 0 0 JOYCE TAM CONTROLLER 119181 0 0 0 4844 0 14412 0 25548 0 163985 0 0 0 X SPECIAL EVENT RELATED GOODS 1 40954 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 - NICOLE PRIETO AND VICTOR PRIETO HAVE A FAMILY RELATIONSHIP - DANIELLA VALLURUPALLI AND ANEAL VALLURUPALLI HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE BYLAW CHANGES DURING THE CURRENT FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 HAS BEEN REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. COMPLIANCE WITH THE POLICY IS BEING MONITORED VIA YEARLY QUESTIONNAIRE DISTRIBUTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE AND COMPENSATION COMMITTEE SHALL REVIEW THE EVALUATIONS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CONTROLLER. REASONABLE COMPENSATION SHOULD BE DETERMINED USING COMPARABLE DATA FROM SIMILAR MARKETPLACE POSITIONS. MINUTES OF THE DELIBERATION AND DECISIONS SHALL BE WRITTEN, APPROVED BY THE COMMITTEE, AND KEPT BY THE PRESIDENT OR A CONFIDENTIAL FILE. COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE PRESIDENT AND APPROVED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE FINANCIALS STATEMENT AND TAX RETURNS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEB-SITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN GIFT ANNUITY 1,407. CHANGE IN VALUE CHARITABLE REMINDER TRUST -133,203. FORM 990, PART V, LINE 2A THE FOUNDATION REIMBURSES SAINT FRANCIS MEMORIAL HOSPITAL FOR WAGES AND RELATED TAXES. THE HOSPITAL INCLUDES THE FORMS W-2 AND RELATED PAYROLL TAXES IN THEIR COMPANY REPORTS. THE FOUNDATION HAD 10 EMPLOYEES IN 2018. ST FRANCIS FDN FD LP 125 HIGH STREET OLIVER BOSTON MA 01220 472962055 INVESTMENT MA SAINT FRANCIS FOUNDATION EXCLUDED INVESTMENT 0 0 0.99900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0