2025-05-13T10:30:43-05:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2023-07-01 721545902 PEACEHEALTH ST JOSEPH MEDICAL CENTER FOUNDATION PEAC 3607886866 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 JASON STOANE PRESIDENT 3607394793 2025-05-12 1 1 DEBRA D SMITH CPA P00646873 7604318440 2025-05-09 2023 2025-03-06 01:10:19Z JASON STOANE 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 8538545 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. 24 19 0 30 0 0 18607917 7449068 0 0 449528 979982 0 0 19057445 8429050 2599160 738986 0 0 0 0 0 0 0 32404 19928 2631564 758914 16425881 7670136 88738036 97216741 0 0 88738036 97216741 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 738986 738986 TRANSFERS TO PEACEHEALTH ST JOSEPH MEDICAL CENTER TO SUPPORT THEIR PROGRAM SERVICES. 738986 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 24 19 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 VIVEKANANDH GOPAL DIRECTOR 1.00 X X 0 0 0 JASON STOANE PRESIDENT 1.00 X X 0 0 0 JANISE D RANDS SECRETARY 1.00 X X 0 0 0 MICHELLE R VANDELLEN TREASURER 1.00 X X 0 0 0 DONNA R INGLIS VICE PRESIDENT 1.00 X X 0 0 0 CHET E KENOYER DIRECTOR 1.00 X 0 0 0 CHARLES PROSPER DIRECTOR 1.00 40.00 X 0 922319 304569 KEILA TORRES DIRECTOR 1.00 40.00 X 0 199540 42688 MARA KELLEY DIRECTOR 1.00 40.00 X 0 270609 61621 JOHN F MACGREGOR MD DIRECTOR 1.00 40.00 X 0 876665 107419 MIKE R PERRY DIRECTOR 1.00 X 0 0 0 FRANK P IMHOF DIRECTOR 1.00 X 0 0 0 BRAD E BEARDEN - RESIGNED APRIL 202 DIRECTOR 1.00 X 0 0 0 SCOTT H WHITMAN DIRECTOR 1.00 X 0 0 0 DEREK A BUSE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER NEWELL DIRECTOR 1.00 X 0 0 0 NILS W NAVIAUX DIRECTOR 1.00 40.00 X 0 72658 0 EILEEN V COUGHLIN DIRECTOR 1.00 X 0 0 0 JANE CARTEN DIRECTOR 1.00 X 0 0 0 JOHN P HUNTLEY DIRECTOR 1.00 X 0 0 0 ROBERT M TULL DIRECTOR 1.00 X 0 0 0 LYNNETTE A JENSEN DIRECTOR 1.00 X 0 0 0 RAVINDER DHILLON DIRECTOR 1.00 X 0 0 0 WILLIAM ZANG DIRECTOR 1.00 X 0 0 0 AMBER ASBJORNSEN EXECUTIVE DIRECTOR 40.00 0.00 X 0 191380 15838 0 2533171 532135 0 0 1 0 0 7449068 100353 7449068 992186 992186 97291 109495 -12204 -12204 -12204 8429050 0 0 979982 738986 738986 9573 9573 3276 3276 BAD DEBT ALLOWANCE 7079 0 7079 0 758914 738986 19928 0 514295 409854 19700196 30408748 57618871 54679132 10648416 11406208 256258 312799 88738036 97216741 0 0 X 11921390 13471387 76816646 83745354 88738036 97216741 88738036 97216741 X 7670136 744561 64008 X 0 1 X 1 0 X 1282206 617945 4526946 18607917 7449068 32484082 0 1282206 617945 4526946 18607917 7449068 32484082 17428620 15055462 248648 154795 166269 606778 992186 2168676 34652758 0.43450 0.41880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1621884 2000 136568 15087 1745365 1506791 142457 27364 1621884 1763306 50000 -263739 42776 1506791 1396044 367262 1763306 1387435 100 8509 1396044 1.00000 0 0 0 X 11246530 744561 2018484 64008 2827053 8419477 9573 9573 8429050 2767825 2018484 2018484 749341 9573 9573 758914 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, 2024 AND 2023, 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ASSETS HELD IN TRUST 54,275. CHANGE IN VALUE OF BENEFICIAL INTERESTS AND LIFE INSURANCE POLICIES 9,733. 1 PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 501(C)(3) 702566 36420 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 701880 0 211037 0 9402 0 268367 0 36202 0 1226888 0 0 JOHN F MACGREGOR MD DIRECTOR 0 876665 0 0 0 0 0 69175 0 38244 0 984084 0 0 MARA KELLEY DIRECTOR 0 270609 0 0 0 0 0 26953 0 34668 0 332230 0 0 KEILA TORRES DIRECTOR 0 199540 0 0 0 0 0 16324 0 26364 0 242228 0 0 AMBER ASBJORNSEN EXECUTIVE DIRECTOR 0 191380 0 0 0 0 0 0 0 15838 0 207218 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 ORGANIZATION) 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 65208 STOCK EXCHANGE VALUE X POST PONTUS SYSTEM WITH 880LB CROSS HANGER BAR 2 30000 FMV X ALL OTHER NON CASH 2 5145 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 XI, LINE 9: CHANGE IN VALUE OF ASSETS HELD IN TRUST 54,275. CHANGE IN VALUE OF BENEFICIAL INTERESTS AND LIFE INSURANCE POLICIES 9,733. 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