2023-03-01T12:17:19-06:00 2022-07-31 770549163 SOREN MCADAM LLP 2068 ORANGE TREE LANE SUITE 100 REDLANDS CA 92374 990 2021-08-01 953290732 PARKVIEW LEGACY FOUNDATION PARK 8339430003 5945 BROCKTON AVE SUITE B RIVERSIDE CA 92506 DAMIEN O'FARRELL PRESIDENT 8339430003 2023-02-07 1 DAMIEN OFARRELL 999009999 JASON LEWIS P01269855 9097982222 2023-02-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DAMIEN O'FARRELL 5945 BROCKTON AVE SUITE B RIVERSIDE CA 92506 2532789 0 X WWW.PCHMC.ORG X 1973 CA TO ENGAGE IN THE SOLICITATION AND RECEIPT OF DONATIONS, BOTH CASH AND IN-KIND FOR THE BENEFIT AND NECESSARY SUPPORT OF PARKIEW COMMUNITY HOSPITAL. 12 12 2 14 0 0 841749 600525 0 0 29050 -20514 0 0 870799 580011 0 0 0 0 171801 192728 0 0 0 175546 135859 347347 328587 523452 251424 12816184 12548638 41079 19461 12775105 12529177 X THE ORGANIZATION'S MISSION IS TO: FUND, SUPPORT OR PROVIDE HEALTHCARE PROGRAMS TO BENEFIT RESIDENTS OF THE PARKVIEW COMMUNITY HOSPITAL MEDICAL CENTER SERVICE AREA. 0 0 154739 WE ARE MOVING FORWARD WITH PLANNING AND HOUSING SOLUTIONS DEVELOPMENT WORK ALONG SEVERAL LINES INCLUDING LAND TRUSTS, ACCESSORY DWELLING UNITS (ADU'S), HOUSING TRUST, NEIGHBORHOOD INVESTMENT TRUSTS, HOUSING AS HEALTHCARE. PART OF THIS IS TAKING PLACE WITH A CROSS-SECTOR GROUP THAT WE LEAD AND HELPED FORM WITH THE CENTER FOR COMMUNITY INVESTMENT. WE ARE WORKING WITH THIS GROUP ON A PLAN TO ENSURE 30% OF RIVERSIDE'S AFFORDABLE HOUSING NEEDS AT 30% OF LOW- TO MODERATE INCOME LEVELS BY 2030 - WE CALL THIS DEVELOPING PLAN 30/30/30.THIS WORK IS INTENDED TO INTEGRATE INNOVATIVE SOLUTIONS INTO A COMPREHENSIVE MODEL THAT CAN BE INCLUDED IN CITY AND COUNTY PLANS, IMPLEMENTED THROUGHOUT OUR REGION, SCALED, AND DUPLICATED ELSEWHERE. THIS WORK HAS BEEN SUPPORTED BY $95,000.00 IN GRANT FUNDS FROM KAISER PERMANENTE AND THE CENTER FOR COMMUNITY INVESTMENT. ADDITIONALLY, RESULTING FROM THE SUPPORT OF THE SOUTHERN CA ASSOCIATION OF GOVERNMENTS WE PARTICIPATED IN THE HOUSING POLICY LEADERSHIP ACADEMY WITH 80 OTHER INLAND EMPIRE LEADERS. RESULTING FROM OUR PARTICIPATION IN THIS WORK IN CONJUNCTION WITH OUR EFFORTS ON THE 30-30-30 PROJECT, WE HAVE DEVELOPED A PLAN FUND THE STREAMLINING AND STANDARDIZATION MISSING MIDDLE HOUSING TYPOLOGY DEVELOPMENT. THIS WILL RESULT IN THE PRODUCTION OF NATURALLY AFFORDABLE HOMES FOR LOCAL OWNERSHIP. THE FIRST EVER PORTRAIT OF THE INLAND EMPIRE 2021 (MEASURE OF AMERICA REPORT) WAS RELEASED IN JANUARY. PARKVIEW LEGACY FOUNDATION IS FOCUSING ITS EFFORTS ON THIS REPORT WITHIN ITS SERVICE AREA AND WAS RESPONSIBLE FOR SECURING FUNDING FROM PARTNER AGENCIES WITHIN THE REGION FOR THE REPORT'S PRODUCTION. WE HAVE MADE DOZENS OF PRESENTATIONS ON THIS REPORT AND IT CONTINUES TO BE USED BY ANCHOR INSTITUTIONS IN THE REGION SUCH AS LOMA LINDA HEALTH AND THE INLAND EMPIRE COMMUNITY FOUNDATION TO DRIVE DECISIONS. ACTION STEPS RESULTING FROM THIS WILL LIKELY INFORM MUCH OF OUR WORK FOR YEARS TO COME. IT INVOLVES 5 FUNDING PARTNERS AND OVER 55 STAKEHOLDER ADVISORS.A NEW PROGRAM CALLED INTEGRATED SOLUTIONS FOR YOUTH RECOVERY AND RESILIENCY OFFICIALLY LAUNCHED IN OCTOBER. THIS PROJECT IS INTENDED TO BRING TOGETHER CLINICAL CARE, LONG TERM SOCIAL CAPITAL AND RELATIONAL SUPPORT, AND OUR INTEGRATED ANTI-POVERTY FRAMEWORK TO ADDRESS THE SOCIO-EMOTIONAL WELLNESS NEEDS OF YOUTH. IT COULD END UP AS A NATIONAL MODEL. ADDITIONALLY, WE MADE A SUCCESSFUL BID TO BE INCLUDED IN THE FEDERAL BUDGET AS A COMMUNITY BENEFIT PROJECT FOR A PROJECT THAT BUILDS ON INTEGRATED SOLUTIONS FOR YOUTH RECOVERY AND RESILIENCY CALL INTEGRATED SOLUTIONS FOR COMMUNITY WELLNESS THROUGH HOUSING STABILITY. THIS PROGRAM IS DESIGNED TO MAKE CONNECTIONS BETWEEN OUR HOUSING, HEALTH, AND POVERTY WORK IN AN INTEGRATED MODEL. WE ARE HELPING TO PROVIDE LEADERSHIP TO THE NEW INLAND EMPIRE CHILDREN'S CABINET AND ITS WORK IN OUR SERVICE AREA. THIS IS DESIGNED TO BE A HUB OF ALL THINGS CHILDREN (0-21). WE SERVE AS A CO-CHAIR FOR THE HEALTH AND WELLNESS COMMITTEE AND HELPED FACILITATE THE ACQUISITION OF A 1 MILLION DOLLAR GRANT TO SUPPORT THE DEVELOPMENT OF A COLLABORATIVE WORKING ON PREVENTING AND MITIGATING THE IMPACTS OF ADVERSE CHILDHOOD EXPERIENCES IN THE REGION. 154739 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X DAMIEN O'FARRELL 8339430003 5945 BROCKTON AVE STE B RIVERSIDE CA 92506 MATTHEW STOWE CHAIR 1.00 X X 0 0 0 JUSTIN GILBERT SECRETARY 1.00 X X 0 0 0 SHAWN WASHINGTON CPA TREASURER 2.00 X X 0 0 0 DWIGHT TATE AT LARGE EXEC COMMITTEE 1.50 X X 0 0 0 DAYNE BRASSARD MEMBER 1.00 X 0 0 0 JUDY CARPENTER MEMBER 1.00 X 0 0 0 DR ANTONIO MEJICO MEMBER 1.00 X 0 0 0 DEX ALEXANDER MEMBER 1.00 X 0 0 0 NORM PELZER MEMBER 1.00 X 0 0 0 DR CALVIN PATEL MEMBER 1.00 X 0 0 0 KAREN DEMARCO MEMBER 2.00 X 0 0 0 TODD RIDGWAY MEMBER 1.00 X 0 0 0 DAMIEN O'FARRELL PRESIDENT AND CEO 40.00 X 136446 0 0 136446 0 0 1 0 0 0 0 600525 600525 63320 63320 1868944 1952778 -83834 -83834 -83834 580011 0 0 -20514 X 192728 140723 52005 38920 38920 35563 1613 33950 1078 1078 10356 4 10352 18462 18462 46 46 2393 472 1921 1691 1691 4362 4362 DONATIONS 19427 11927 7500 PRINTING 1732 1732 DUES AND SUBSCRIPTIONS 1592 1592 REPAIR & MAINTENANCE 150 150 87 87 328587 154739 173848 0 233227 1073027 7427706 6912706 16214 9639 7256 4790 4157 2466 5134880 4550800 12816184 12548638 14067 19461 27012 0 41079 19461 X 12775105 12435604 93573 12775105 12529177 12816184 12548638 X 251424 -524364 27012 X X 0 1 X 1 0 X 3328602 841749 313503 4483854 3328602 841749 313503 4483854 4483854 446 29050 63320 92816 4576670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1351 1077 274 5905 3713 2192 2466 82659 -524364 27012 -497352 580011 0 580011 328587 0 328587 0 328587 PART XI, LINE 2D - OTHER ADJUSTMENTS: PPP LOAN FORGIVEN FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR FOR PARKVIEW LEGACY FOUNDATION MAINTAINS AND RECONCILES THE BOOKS AND RECORDS OF THE ORGANIZATION. AFTER THE YEAR IS COMPLETED, THE EXECUTIVE DIRECTOR SENDS THE NECESSARY RECORDS TO THE OUTSIDE CPA FIRM TO PREPARE THE FORM 990. UPON COMPLETION, THE EXECUTIVE DIRECTOR FIRST REVIEWS THE RETURN, THEN THE TREASURER REVIEWS THE RETURN AND DISTRIBUTES IT TO THE ENTIRE BOARD FOR COMMENTS AND POSSIBLE CORRECTIONS. ONCE THE ENTIRE BOARD IS SATISFIED THE CHAIRMAN OF THE BOARD SIGNS THE TAX FORMS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THE BOARD TO COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. THE BOARD ALSO RECEIVED TRAINING IN THIS AREA FROM THE ASSOCIATION FOR NON PROFIT MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS AND LEGAL COUNSEL EVALUATED THE PAY SCALES OF CEO'S OF SIMILAR ORGANIZATIONS IN THE AREA AND SET A RANGE THEY WERE COMFORTABLE WITH. THEY THEN USED AN AVERAGE OF THE DESIRED SALARIES OF THE TOP APPLICANTS TO SET THE OFFER. THE NEW CEO WAS HIRED IN MARCH OF 2019, FOR CALENDAR YEAR OF 2018, THERE IS NO COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF DIRECTORS CONSIDERS ALL SIGNED AND WRITTEN REQUESTS FOR THE DISCLOSURE OF DOCUMENTS. ONCE THEY DECIDE THAT THE REQUEST IS VALID, THEY MAKE THE DOCUMENTS AVAILABLE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,613. MANAGEMENT AND GENERAL EXPENSES 33,950. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,563. FORM 990, PART XI, LINE 9: PPP LOAN FORGIVENESS 27,012. PART XII, LINE 2C THE ORGANIZATION ISSUED FINANCIAL STATEMENTS WHICH WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS AN AUDIT COMMITTEE OVERSEE THE PROCESS.