KAWEAH DELTA HOSPITAL FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KAWEAH DELTA HOSPITAL FOUNDATION (EIN 94-2675456)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349306495
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:23:33-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942675456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAWEAH DELTA HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAWE | BusinessNameControlTxt |
| Phone | 5596242359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 S JOHNSON STREET | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 932916237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA AGREDANO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5596242359 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA AGREDANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 S JOHNSON STREET | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 932916237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,957,083 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.KAWEAHHEALTH.ORG/FOUNDATION/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | KAWEAH DELTA HOSPITAL FOUNDATION EXISTS TO SUPPORT THE NEEDS OF KAWEAH DELTA HEALTH CARE DISTRICT THROUGH FUNDRAISING AND TO SERVE AS AMBASSADORS FOR THE DISTRICT IN OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,326,306 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,997,488 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,438,338 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,044,118 | CYInvestmentIncomeAmt |
| PY Other Revenue | $86,599 | PYOtherRevenueAmt |
| CY Other Revenue | $134,891 | CYOtherRevenueAmt |
| PY Total Revenue | $3,851,243 | PYTotalRevenueAmt |
| CY Total Revenue | $4,176,497 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,508,162 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,228,643 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $240,553 | PYOtherExpensesAmt |
| CY Other Expenses | $304,416 | CYOtherExpensesAmt |
| PY Total Expenses | $1,748,715 | PYTotalExpensesAmt |
| CY Total Expenses | $1,533,059 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,102,528 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,643,438 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,211,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,366,282 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,198,398 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,366,282 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | KAWEAH DELTA HOSPITAL FOUNDATION EXISTS TO SUPPORT THE NEEDS OF KAWEAH DELTA HEALTH CARE DISTRICT THROUGH FUNDRAISING AND TO SERVE AS AMBASSADORS FOR THE DISTRICT IN OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $406,250 | ExpenseAmt |
| Grant | $406,250 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OSHPD GME FAMILY GRANT - FUNDING FOR FAMILY MEDICINE RESIDENT SALARIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $177,120 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ENDOWMENT FUND - ENDOWMENT FUND WILL PROVIDE ONGOING SUPPORT FOR LIFESAVING TECHNOLOGY AND EQUIPMENT FOR GENERATIONS TO COME. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $161,796 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MODERNIZATION CAMPAIGN - MODERNIZATION 2.0 CAMPAIGN (CARING FOR OUR CAREGIVERS), TO SUPPORT THOSE WHO STEERED US THROUGH COVID, AND WHO WORK HARD EVERY DAY TO PROVIDE WORLD-CLASS HEALTH CARE. WITH THIS CAMPAIGN, WE WILL FOCUS ON CREATING A BETTER WORKING ENVIRONMENT FOR OUR STAFF AND PHYSICIANS, AS WELL AS CREATING A PATIENT MEMORIAL DEDICATED TO THOSE LOST AND THE ONES WHO HEALED. THIS MEMORIAL WILL GIVE STAFF A SAFE, QUIET PLACE TO REFLECT AND RESTORE THEMSELVES, WHILE HONORING THE PATIENTS THEY HAVE CARED FOR WITH SUCH COMPASSION.IN ADDITION, THE CAMPAIGN WILL REFRESH THE PLACES MEDICAL STAFF USE EVERY DAY BREAKROOMS, SURGERY LOCKER ROOMS, AND PHYSICIAN LOUNGES AT BOTH THE DOWNTOWN AND SOUTH CAMPUS SITES. WE KNOW THAT THE PHYSICAL ENVIRONMENT PLAYS A HUGE ROLE IN HELPING OUR PATIENTS GET BETTER, AND THE SAME IS TRUE FOR OUR STAFF MEMBERS. GIVING THEM UPDATED, USEFUL WORKING AREAS WILL RECHARGE THEIR PERSONAL BATTERIES SO THEY ARE READY FOR ANOTHER DAY OF SAVING LIVES AND GOING THE EXTRA MILE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $597,973 | ExpenseAmt |
| Grant | $822,393 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THESE ARE VARIETY OF FUNDS USED TO SUPPORT THE HOSPITAL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $597,973 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $822,393 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,343,139 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROOKE CARMAN | PersonNm |
| Phone | 5596242359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 SOUTH JOHNSON STREET | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93291 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SARAH ASHOORI - PRESIDENT | ||||||
| (THRU 01/25), PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REBECCA AGREDANO - VP THRU | ||||||
| 01/25), PRESIDENT (AS OF 01/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHLEEN REMILLARD - SECRETARY | ||||||
| (THRU 01/25), VP (AS OF 01/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NICKIE KREBSBACH | ||||||
| SECRETARY (AS OF 01/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD FEDER - TREASURER | ||||||
| (THRU 01/25), DIRECTOR (AS OF 01/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESLIE HAYES | ||||||
| TREASURER (AS OF 01/25) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY AMON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY BENEVENTO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG BERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY BIBBENS | ||||||
| DIRECTOR (THRU 07/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL CAIRNS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEN CRIPPS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SIDNEY FRANK MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICK GAMBINI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAYNA GILKEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW GRAHAM - PAST | ||||||
| PRESIDENT (THRU 12/24), DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM HURLBUTT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONNIE KAUTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN LEVITAN MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE MCCARTHA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC MCCONNAUGHEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN HAVARD MIRVISS ED D | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDDIE PEREZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN PERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN PURKISS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE O RITCHIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONSUELO ROMO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEE SEBERT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GRANT SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICIA SUNDSTROM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN TONINI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON VASQUEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN VILLARD | ||||||
| DIRECTOR (THRU 02/25) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH VOLOSIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARTY R ZEEB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH WYNN | ||||||
| FOUNDATION DIRECTOR (THRU 02/25) | 24.00 | Yes (X) | $0 | $0 | $0 | |
| BROOKE CARMAN | ||||||
| FOUNDATION DIRECTOR (AS OF 01/25) | 24.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CAPITOL MALL SUITE 1400 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $159,451 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $13,880 | FundraisingAmt |
| Government Grants | $470,014 | GovernmentGrantsAmt |
| All Other Contributions | $1,513,594 | AllOtherContributionsAmt |
| Total Contributions | $1,997,488 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $595,806 | TotalRevenueColumnAmt |
| Exclusion | $595,806 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,190,397 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,742,085 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,448,312 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,448,312 | TotalRevenueColumnAmt |
| Exclusion | $1,448,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $173,392 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,880 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,501 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,891 | TotalRevenueColumnAmt |
| Exclusion | $134,891 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,176,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,179,009 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,643 | TotalAmt |
| Program Services | $1,224,643 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,920 | TotalAmt |
| Management And General | $189,920 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,496 | TotalAmt |
| Program Services | $114,496 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,533,059 | TotalAmt |
| Program Services | $1,343,139 | ProgramServicesAmt |
| Management And General | $189,920 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,181,529 | BOYAmt |
| EOY | $5,948,587 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,888,960 | BOYAmt |
| EOY | $3,727,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,331 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,141,159 | BOYAmt |
| EOY | $16,690,099 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,211,648 | BOYAmt |
| EOY | $26,366,282 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,250 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,250 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,198,398 | BOYAmt |
| EOY | $26,366,282 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,198,398 | BOYAmt |
| EOY | $26,366,282 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,211,648 | BOYAmt |
| EOY | $26,366,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,643,438 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$370,730 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$104,824 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,806,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,730,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,108,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,326,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,997,488 | CurrentTaxYearAmt |
| Total | $15,970,519 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $497,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $503,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $529,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $530,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $535,505 | CurrentTaxYearAmt |
| Total | $2,597,094 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,303,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,234,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,638,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,857,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,532,993 | CurrentTaxYearAmt |
| Total | $18,567,613 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,830,229 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,737,384 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,283,729 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $301,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $411,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $745,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $595,806 | CurrentTaxYearAmt |
| Total | $3,338,302 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,013 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,891 | CurrentTaxYearAmt |
| Total | $300,515 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,206,430 | TotalSupportAmt |
| Public Support CY170 | 0.66370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,508,967 | BeginningYearBalanceAmt |
| Contributions | $33,975 | ContributionsAmt |
| Investment Earnings Or Losses | $1,600,213 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $177,120 | AdministrativeExpensesAmt |
| End Year Balance | $15,966,035 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,906,548 | BeginningYearBalanceAmt |
| Contributions | $214,475 | ContributionsAmt |
| Investment Earnings Or Losses | $1,538,270 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,281 | OtherExpendituresAmt |
| Administrative Expenses | $126,045 | AdministrativeExpensesAmt |
| End Year Balance | $14,508,967 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,054,039 | BeginningYearBalanceAmt |
| Contributions | $174,935 | ContributionsAmt |
| Investment Earnings Or Losses | $1,819,746 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,300 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $139,872 | AdministrativeExpensesAmt |
| End Year Balance | $12,906,548 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,740,137 | BeginningYearBalanceAmt |
| Contributions | $219,060 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,750,830 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,100 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $153,228 | AdministrativeExpensesAmt |
| End Year Balance | $11,054,039 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,433,172 | BeginningYearBalanceAmt |
| Contributions | $405,692 | ContributionsAmt |
| Investment Earnings Or Losses | $3,030,717 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $129,444 | AdministrativeExpensesAmt |
| End Year Balance | $12,740,137 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,331 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS THREE SEPARATE ENDOWMENT FUNDS. THE INCOME GENERATED FROM TWO OF THE FUNDS IS TO BE USED FOR NURSING EDUCATION SCHOLARSHIPS ONLY. THE BOARD DESIGNATED ENDOWMENT FUND'S EARNINGS ARE NOT TO BE USED UNTIL THE PRINCIPAL REACHES $25 MILLION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TOMMY ELLIOTT MEMORIAL GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $187,272 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,880 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $173,392 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $6,600 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,453 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $25,264 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,184 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $187,272 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,880 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $173,392 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $6,600 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,453 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,264 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,184 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,501 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $134,891 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAWEAH DELTA HEALTH CARE DISTRICT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 W MINERAL KING AVENUE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93291 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 941534475 | RecipientEIN |
| IRC Section | GOV'T | IRCSectionDesc |
| Cash Grant | $1,005,306 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL SUPPORT, HOSPITAL EXPANSION CONSTRUCTION & EQUIPMENT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT IS ASSIGNED TO A PROJECT MANAGER WHO REVIEWS EACH EXPENSE ON A MONTHLY BASIS. ALL PROGRAM OR PROJECT COSTS MUST PROVIDE PROPER DOCUMENTATION FOR SUPPORT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS REVIEWED BY THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE PRIOR TO THE PRESIDENT'S APPROVAL AND SIGNATURE. THE RETURN IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | HOSPITAL FOUNDATION HAS ADOPTED AND IMPLEMENTED POLICIES AND PROCEDURES TO ENSURE THAT CONFLICTS OF INTEREST ARE ADDRESSED. THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM MUST BE UPDATED THROUGHOUT THE YEAR, IF A CONFLICT SHOULD ARISE. WHEN A BOARD MEMBER HAS DECLARED A CONFLICT, THE BOARD MEMBER CONCERNED SHALL NOT PARTICIPATE IN THE DISCUSSION, AND MAY, AT THE DISCRETION OF THE BOARD BE INSTRUCTED TO BE ABSENT FROM THE ROOM DURING THE DISCUSSION, BUT AVAILABLE FOR QUESTIONING. THE REMAINING BOARD MEMBERS SHALL BE ABLE TO FULLY AND FREELY DISCUSS AND VOTE THEREON, AND ALL SUCH DISCUSSION AND VOTES SHALL BE KEPT IN THE STRICTEST OF CONFIDENCE BY ALL PRESENT. IN EITHER CASE, THE BOARD MEMBER CONCERNED WILL NOT VOTE ON THE MATTER UNDER DISCUSSION AND, FOR PURPOSES OF THAT MATTER, NOT BE INCLUDED IN THE COUNT FOR A QUORUM. WHEN A BOARD MEMBER COMPLETES THE CONFLICT OF INTEREST DISCLOSURE FORM AND AFTER SUCH DISCLOSURE THE MEMBER ABSTAINS FROM VOTING, THAT THE MEMBER SHALL NOT BE ACCOUNTABLE FOR ANY PROFIT OR ADVANTAGE MADE OR RECEIVED AS A CONSEQUENCE OF A DECISION OF THE BOARD TO PROCEED WITH THE CONTRACT OR TRANSACTION. THE BOARD SHALL CONFIRM AND APPROVE THE PROPOSED CONTRACT OR TRANSACTION AS BEING FAIR AND REASONABLE TO THE FOUNDATION AT THE TIME IT IS SO APPROVED. THEY SHALL ALSO ACKNOWLEDGE THAT THE NATURE AND EXTENT OF THE BOARD MEMBER'S REAL OR POTENTIAL CONFLICT HAS BEEN DISCLOSED IN REASONABLE DETAIL TO THE BOARD OR SUCH COMMITTEE WHERE THE CONFLICT AROSE. EVERY DECLARATION OF CONFLICT OF INTEREST WILL BE RECORDED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | THE FOUNDATION DIRECTOR'S COMPENSATION IS PAID BY AN UNRELATED AFFILIATED ORGANIZATION, KAWEAH DELTA HEALTH CARE DISTRICT (THE "DISTRICT"), A GOVERNMENTAL ENTITY. THE DISTRICT PROVIDES THE TIME PROVIDED BY THE FOUNDATION DIRECTOR TO THE FOUNDATION AS A DONATED SERVICE. THE FOUNDATION DOES NOT REIMBURSE THE DISTRICT FOR THESE COSTS SO THAT THE FOUNDATION MAY USE ITS CONTRIBUTIONS TOWARDS FULFILLING ITS CHARITABLE PURPOSES. |
| FORM 990, PART X, LINE 11: | INVESTMENT VALUE REPORTED IS BASED ON MARK TO MARKET FOR THE FMV OF THE PORTFOLIO. |
| FORM 990, PART XI, LINE 9: | CC TRANSACTIONS THAT FLOW THROUGH TO HOSPICE -104,824. |
| FORM 990, PART XII, LINE 1: | THE FOUNDATION IS USING A MODIFIED METHOD OF ACCOUNTING WHICH MORE ACCURATELY REFLECTS THEIR FINANCIAL POSITION. |