2026-05-15T11:23:33-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2024-07-01 942675456 KAWEAH DELTA HOSPITAL FOUNDATION KAWE 5596242359 216 S JOHNSON STREET VISALIA CA 932916237 REBECCA AGREDANO PRESIDENT 5596242359 2026-05-14 1 1 LAUREN A HAVERLOCK P00545829 2099556100 2026-05-14 2024 2025-03-06 01:10:19Z REBECCA AGREDANO 216 S JOHNSON STREET VISALIA CA 932916237 9957083 0 X HTTP://WWW.KAWEAHHEALTH.ORG/FOUNDATION/ X 1980 CA 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. 33 33 0 36 0 0 2326306 1997488 0 0 1438338 2044118 86599 134891 3851243 4176497 1508162 1228643 0 0 0 0 0 0 0 240553 304416 1748715 1533059 2102528 2643438 24211648 26366282 13250 0 24198398 26366282 X 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. 0 0 406250 406250 0 OSHPD GME FAMILY GRANT - FUNDING FOR FAMILY MEDICINE RESIDENT SALARIES. 177120 0 0 ENDOWMENT FUND - ENDOWMENT FUND WILL PROVIDE ONGOING SUPPORT FOR LIFESAVING TECHNOLOGY AND EQUIPMENT FOR GENERATIONS TO COME. 161796 0 0 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. 597973 822393 0 THESE ARE VARIETY OF FUNDS USED TO SUPPORT THE HOSPITAL. 597973 822393 0 1343139 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X BROOKE CARMAN 5596242359 216 SOUTH JOHNSON STREET VISALIA CA 93291 X X SARAH ASHOORI - PRESIDENT (THRU 01/25), PAST PRESIDENT 1.00 X X 0 0 0 REBECCA AGREDANO - VP THRU 01/25), PRESIDENT (AS OF 01/25) 1.00 X X 0 0 0 KATHLEEN REMILLARD - SECRETARY (THRU 01/25), VP (AS OF 01/25) 1.00 X X 0 0 0 NICKIE KREBSBACH SECRETARY (AS OF 01/25) 1.00 X X 0 0 0 RICHARD FEDER - TREASURER (THRU 01/25), DIRECTOR (AS OF 01/25) 1.00 X X 0 0 0 LESLIE HAYES TREASURER (AS OF 01/25) 1.00 X X 0 0 0 GARY AMON DIRECTOR 1.00 X 0 0 0 TONY BENEVENTO DIRECTOR 1.00 X 0 0 0 DOUG BERG DIRECTOR 1.00 X 0 0 0 LARRY BIBBENS DIRECTOR (THRU 07/24) 1.00 X 0 0 0 CAROL CAIRNS DIRECTOR 1.00 X 0 0 0 BEN CRIPPS DIRECTOR 1.00 X 0 0 0 SIDNEY FRANK MD DIRECTOR 1.00 X 0 0 0 NICK GAMBINI DIRECTOR 1.00 X 0 0 0 DAYNA GILKEY DIRECTOR 1.00 X 0 0 0 MATTHEW GRAHAM - PAST PRESIDENT (THRU 12/24), DIRECTOR 1.00 X 0 0 0 JIM HURLBUTT DIRECTOR 1.00 X 0 0 0 CONNIE KAUTZ DIRECTOR 1.00 X 0 0 0 DEAN LEVITAN MD DIRECTOR 1.00 X 0 0 0 STEVE MCCARTHA DIRECTOR 1.00 X 0 0 0 ERIC MCCONNAUGHEY DIRECTOR 1.00 X 0 0 0 LYNN HAVARD MIRVISS ED D DIRECTOR 1.00 X 0 0 0 EDDIE PEREZ DIRECTOR 1.00 X 0 0 0 BRIAN PERRY DIRECTOR 1.00 X 0 0 0 RYAN PURKISS DIRECTOR 1.00 X 0 0 0 LESLIE O RITCHIE DIRECTOR 1.00 X 0 0 0 CONSUELO ROMO DIRECTOR 1.00 X 0 0 0 DEE SEBERT DIRECTOR 1.00 X 0 0 0 GRANT SMITH DIRECTOR 1.00 X 0 0 0 ALICIA SUNDSTROM DIRECTOR 1.00 X 0 0 0 ANN TONINI DIRECTOR 1.00 X 0 0 0 JASON VASQUEZ DIRECTOR 1.00 X 0 0 0 JAN VILLARD DIRECTOR (THRU 02/25) 1.00 X 0 0 0 DEBORAH VOLOSIN DIRECTOR 1.00 X 0 0 0 MARTY R ZEEB DIRECTOR 1.00 X 0 0 0 ELIZABETH WYNN FOUNDATION DIRECTOR (THRU 02/25) 24.00 X 0 0 0 BROOKE CARMAN FOUNDATION DIRECTOR (AS OF 01/25) 24.00 X 0 0 0 0 0 0 0 0 0 0 MERRILL LYNCH 555 CAPITOL MALL SUITE 1400 SACRAMENTO CA 95814 INVESTMENT MANAGEMENT SERVICES 159451 1 13880 470014 1513594 1997488 595806 595806 7190397 5742085 1448312 1448312 1448312 173392 13880 38501 134891 134891 4176497 0 0 2179009 1224643 1224643 4000 4000 189920 189920 114496 114496 1533059 1343139 189920 0 X 5181529 5948587 2888960 3727596 9331 9331 0 0 16141159 16690099 24211648 26366282 13250 0 13250 0 X 0 0 0 0 24198398 26366282 24198398 26366282 24211648 26366282 X 2643438 -370730 -104824 X X 0 1 X 1 0 X 2806831 5730933 3108961 2326306 1997488 15970519 497143 503732 529858 530856 535505 2597094 3303974 6234665 3638819 2857162 2532993 18567613 3830229 14737384 1283729 301630 411333 745804 595806 3338302 13013 48621 17391 86599 134891 300515 22206430 0.66370 0.71420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14508967 33975 1600213 177120 15966035 12906548 214475 1538270 24281 126045 14508967 11054039 174935 1819746 2300 139872 12906548 12740137 219060 -1750830 1100 153228 11054039 9433172 405692 3030717 129444 12740137 0.97000 0.02000 0.01000 0 0 9331 9331 0 0 PART V, LINE 4: 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. TOMMY ELLIOTT MEMORIAL GOLF CLASSIC 187272 13880 173392 6600 1453 25264 5184 187272 13880 173392 6600 1453 25264 5184 38501 134891 1 KAWEAH DELTA HEALTH CARE DISTRICT 400 W MINERAL KING AVENUE VISALIA CA 93291 941534475 GOV'T 1005306 0 GENERAL SUPPORT, HOSPITAL EXPANSION CONSTRUCTION & EQUIPMENT 1 0 PART I, LINE 2: 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. 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.