2023-02-01T10:57:23-06:00 2022-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2021-07-01 721545902 PEACEHEALTH ST JOSEPH MEDICAL CENTER FOUNDATION PEAC 3607886866 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 MIKE PERRY PRESIDENT 3607886866 2023-01-16 1 MIKE PERRY 999009999 DEBRA D SMITH CPA P00646873 7604318440 2023-01-16 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z MIKE PERRY 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 46693961 0 X WWW.PEACEHEALTH.ORG/FOUNDATION/ST-JOSEPH X 2003 WA TO IMPROVE THE HEALTH & LIVES OF COMMUNITY MEMBERS BY RAISING FUNDS AND PROVIDING CHARITABLE SUPPORT. 21 17 0 40 0 0 13117945 46486191 0 0 474187 141943 0 0 13592132 46628134 1937306 1525811 0 0 0 0 0 0 0 5389 32797 1942695 1558608 11649437 45069526 27536056 71720448 0 0 27536056 71720448 THE MISSION OF THE FOUNDATION IS TO SUPPORT PEACEHEALTH ST. JOSEPH MEDICAL CENTER, LOCATED IN BELLINGHAM, WASHINGTON, BY SOLICITING, RECEIVING, MANAGING, ADMINISTERING AND DISTRIBUTING FUNDS OR OTHER GIFTS TO OR FOR THE BENEFIT OF PEACEHEALTH ST. JOSEPH MEDICAL CENTER. 0 0 1525811 1525811 TRANSFERS TO PEACEHEALTH ST JOSEPH MEDICAL CENTER TO SUPPORT THEIR PROGRAM SERVICES. 1525811 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X SACRED HEART MEDICAL CENTER FOUNDATION 5412227112 123 INTERNATIONAL WAY SPRINGFIELD OR 97477 X JON SITKIN PAST PRESIDENT 1.00 X X 0 0 0 MIKE PERRY PRESIDENT 1.00 X X 0 0 0 DONNA INGLIS SECRETARY 1.00 X X 0 0 0 MICHAEL BAYLESS DIRECTOR 1.00 X 0 0 0 SHAUN SULLIVAN MD DIRECTOR 1.00 X 0 0 0 JOHN F MACGREGOR MD DIRECTOR 1.00 40.00 X 0 1030631 62419 SCOTT WHITMAN DIRECTOR 1.00 X 0 0 0 JOHN HUNTLEY DIRECTOR 1.00 X 0 0 0 CHARLES PROSPER DIRECTOR, 1.00 40.00 X 0 1018166 180651 JASON STOANE VICE PRESIDENT 1.00 X X 0 0 0 MICHELLE VANDELLEN TREASURER 1.00 X X 0 0 0 LORI LECOCG DIRECTOR 1.00 X 0 0 0 ROBERT WALKER DIRECTOR 1.00 X 0 0 0 CHET KENOYER DIRECTOR 1.00 X 0 0 0 AMY ESARY DIRECTOR 1.00 X 0 0 0 MARA KALLEY MD DIRECTOR 1.00 40.00 X 0 262522 24072 PENNY ROBERTS DIRECTOR 1.00 40.00 X 0 194223 16696 BOB TULL DIRECTOR 1.00 X 0 0 0 FRANK IMHOF DIRECTOR 1.00 X 0 0 0 RAVINDER DHILLON DIRECTOR 1.00 X 0 0 0 ANNE RASMUSSEN CHIEF DEVELOPMENT OFFICER 40.00 X 0 225665 10109 0 2731207 293947 0 0 1 0 0 46486191 84988 46486191 166269 166269 41501 65827 -24326 -24326 -24326 46628134 0 0 141943 1525811 1525811 2342 2342 BAD DEBT ALLOWANCE 30455 0 30455 0 1558608 1525811 32797 0 130080 196500 10456107 8077573 12099407 53998052 4833919 9415948 16543 32375 27536056 71720448 0 0 X 8904472 8071039 18631584 63649409 27536056 71720448 27536056 71720448 X 45069526 -857080 -28054 X 0 1 X 1 0 X 6725530 1217792 1282206 617945 4526946 14370419 6725530 1217792 1282206 617945 4526946 14370419 5172463 9197956 91717 196582 248648 154795 166269 858011 15228430 0.60400 0.49700 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ST. JOSEPH STRONGER TOGETHER CAMPAIGN DATE: 01/18/22 AMOUNT: 41959245. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1763306 50000 -263739 42776 1506791 1396044 367262 1763306 1387435 100 8509 1396044 3366541 255880 174906 2409892 1387435 2485504 243919 663592 26474 2039357 1.00000 0 0 0 X 47744792 -857080 2001792 -28054 1116658 46628134 0 46628134 3560400 2001792 2001792 1558608 0 1558608 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, MANAGEMENT OF THE FOUNDATION BELIEVES THAT THERE HAS BEEN NO ACTIVITY THAT WOULD JEOPARDIZE THE TAX POSITION, BEING A TAX EXEMPT ORGANIZATION, AND THAT IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THIS POSITION WOULD BE SUSTAINED UPON EXAMINATION. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. THERE WERE NONE FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ASSETS HELD IN TRUST -28,054. 1 PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 501(C)(3) 1521510 4300 FMV MATERIALS PATIENT SERVICES 1 0 X X X X 1 1 0 1 0 0 0 0 0 0 0 CHARLES PROSPER DIRECTOR, 0 670047 0 348119 0 0 0 155009 0 25642 0 1198817 0 0 JOHN F MACGREGOR MD DIRECTOR 0 1030631 0 0 0 0 0 36314 0 26105 0 1093050 0 0 MARA KALLEY MD DIRECTOR 0 262522 0 0 0 0 0 0 0 24072 0 286594 0 0 ANNE RASMUSSEN CHIEF DEVELOPMENT OFFICER 0 195803 0 29862 0 0 0 0 0 10109 0 235774 0 0 PENNY ROBERTS DIRECTOR 0 168374 0 25849 0 0 0 0 0 16696 0 210919 0 0 PART I, LINE 1A PEACEHEALTH A RELATED ORGANIZATION HAS POLICES REGARDING THE ELIGIBILITY OF EXECUTIVES FOR THESE ITEMS. FOR EXAMPLE TRAVEL FOR COMPANIONS AND HOUSING ALLOWANCES ARE RELATED TO RELOCATION BENEFITS OR FIRST CLASS TRAVEL FOR FLIGHTS EXCEEDING SIX HOURS IN DURATION. THESE BENEFITS WERE REPORTED AND TREATED AS TAXABLE. PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. EMPLOYEES ARE COMPENSATED BY PEACEHEALTH (A RELATED ORGANIZATION) WHICH USES A MARKET BASED COMPENSATION PROGRAM UTILIZING SEVERAL INDEPENDENT THIRD PARTY COMPENSATION MARKET SURVEYS TO ESTABLISH PAY RANGES FOR THE POSITION. PEACEHEALTH ESTABLISHES THE INDIVIDUAL RATE OF PAY WITHIN THE PAY RANGE BASED ON RELEVANT EXPERIENCE/SKILLS/COMPETENCE TO DO THE JOB. THE RANGES OF PAY RATES ARE REVIEWED ON AN ANNUAL BASIS. PART I, LINE 4B PEACEHEALTH A RELATED ORGANIZATION HAS POLICES REGARDING THE ELIGIBILITY OF EXECUTIVES FOR THESE ITEMS. BOARD MEMBERS LISTED ON SCHEDULE J ARE EMPLOYEES OF PEACEHEALTH A RELATED ENTITY AND PEACEHEALTH'S CEO, EXECUTIVE VICE PRESIDENT, SENIOR VICE PRESIDENT, CERTAIN PHYSICIANS AND OTHER HIGHLY COMPENSATED EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN VARIOUS NONQUALIFIED RETIREMENT PLANS. CONTRIBUTIONS TO THESE PLANS AND RELATED INVESTMENT RETURNS ARE DISCLOSED ON SCHEDULE J AS DEFERRED COMPENSATION AND AS BONUS COMPENSATION WHEN PAID TO THE INDIVIDUAL. X 2 80688 FMV X PAINTINGS 1 2500 FMV X PHOTOGRAPHS 2 1000 FMV X PORT SUBS CERTIFICATES 80 800 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS PRESENTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REMINDED TO RECUSE THEMSELVES FROM VOTING ON ITEMS THAT INVOLVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. EMPLOYEES ARE COMPENSATED BY PEACEHEALTH (A RELATED ORGANIZATION) WHICH USES A MARKET BASED COMPENSATION PROGRAM UTILIZING SEVERAL INDEPENDENT THIRD PARTY COMPENSATION MARKET SURVEYS TO ESTABLISH PAY RANGES FOR THE POSITION. PEACEHEALTH THEN ESTABLISHES THE INDIVIDUAL RATE OF PAY WITHIN THE PAY RANGE BASED ON RELEVANT EXPERIENCE/ SKILLS/COMPETENCE TO DO THE JOB. THE RANGES AND RATE OF PAY ARE REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST VIA MAIL OR E-MAIL. FORM 990 PART VII, LINE 24 ANNE RASMUSSEN, CHIEF DEVELOPMENT OFFICER: HER COMPENSATION IS PAID BY THE RELATED ORGANIZATION FOR SERVICES TO THE FILING ORGANIZATION. HER REPORTABLE COMPENSATION IS ZERO FOR THE FILING ORGANIZATION BUT HER AVERAGE HOURS PER WEEK IS 20 AS SHE SPENDS PART OF HER TIME WORKING AT THE FILING ORGANIZATION AND AT WHATCOM HOSPICE FOUNDATION (A RELATED ORGANIZATION TO PEACEHEALTH). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ASSETS HELD IN TRUST -28,054. PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 HEALTHCARE WA 501(C)(3) LINE 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0