2025-05-13T10:44:52-05:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2023-07-01 936026548 PEACEHEALTH SACRED HEART MEDICAL CENTER FOUNDATION PEAC 5412227100 PO BOX 10905 EUGENE OR 97440 RON NEUMANN PRESIDENT 5412227100 2025-05-12 1 1 DEBRA D SMITH CPA P00646873 7604318440 2025-05-12 2023 2025-03-06 01:10:19Z RON NEUMANN PO BOX 10905 EUGENE OR 97440 7906898 0 X WWW.PEACEHEALTH.ORG/FOUNDATION/SACRED-HEART X 1962 OR TO IMPROVE THE HEALTH & LIVES OF COMMUNITY MEMBERS BY RAISING FUNDS & PROVIDING CHARITABLE SUPPORT. 18 15 0 99 0 0 5071981 4564632 0 0 147113 725537 89828 36062 5308922 5326231 4285166 4318522 0 0 0 0 0 0 108399 169333 194826 4454499 4513348 854423 812883 29385308 31751302 93350 44750 29291958 31706552 TO IMPROVE THE HEALTH AND LIVES OF COMMUNITY MEMBERS BY PROVIDING CHARITABLE SUPPORT TO PEACEHEALTH SACRED HEART MEDICAL CENTER SO THAT COMPASSIONATE, AFFORDABLE AND HIGH QUALITY MEDICAL CARE MAY BE OFFERED TO ALL IN THIS REGION. 0 0 4318522 4318522 TRANSFERS TO PEACEHEALTH SACRED HEART MEDICAL CENTER AND UNIVERSITY DISTRICT TO SUPPORT THEIR PROGRAM SERVICES. 4318522 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 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 1 1 0 0 0 0 0 0 X 18 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X X SACRED HEART MEDICAL CENTER FOUNDATION 5412227112 123 INTERNATIONAL WAY SPRINGFIELD OR 97477 RONALD F NEUMANN PRESIDENT 1.00 X X 0 0 0 RYAN LEE VICE PRESIDENT 1.00 X X 0 0 0 SHANNA HUTTON SECRETARY 1.00 X X 0 0 0 ERIK C PARRISH TREASURER 1.00 X X 0 0 0 ARLENE D BUTCHKO DIRECTOR 1.00 X 0 0 0 COURTNEY GRIESEL DIRECTOR 1.00 X 0 0 0 DOUG T LEONARD DIRECTOR 1.00 X 0 0 0 JAMES MCGOVERN DIRECTOR, CDO PEACEHEALTH OR 1.00 40.00 X 0 478338 54389 ANDREW STILTNER DIRECTOR 1.00 X 0 0 0 JEFFRY ELDER DIRECTOR 1.00 X 0 0 0 JENNIFER C PAPE DIRECTOR 1.00 X 0 0 0 MICHELLE MEADOR DIRECTOR 1.00 X 0 0 0 MICHELLE M CROSS DIRECTOR 1.00 X 0 0 0 KEVIN MODESTE DIRECTOR 1.00 40.00 X 0 189381 1454 MATTHEW SAYRE DIRECTOR 1.00 X 0 0 0 TINA GULDBERG DIRECTOR 1.00 X 0 0 0 THOMAS W DAVIS DIRECTOR 1.00 X 0 0 0 SCOTT H GOLDSTEIN DIRECTOR 1.00 X 0 0 0 JENNIFER SVIHUS DIRECTOR 1.00 40.00 X 0 280494 22965 0 948213 78808 0 0 1 0 0 84475 4480157 478686 4564632 811667 811667 2418848 2504978 -86130 -86130 -86130 104426 84475 75689 28737 28737 7325 0 7325 7325 5326231 0 0 761599 4318522 4318522 60371 60371 DIRECT EVENT EXPENSES 108399 0 0 108399 IN-KIND MATERIALS AND E 21198 0 21198 0 OTHER EXPENSES 4858 0 4858 0 4513348 4318522 86427 108399 5279585 3917611 3956654 1620606 754376 1840996 0 6834 14116482 18513030 3838364 4337233 1439847 1514992 29385308 31751302 93350 44750 93350 44750 X 5284848 5298502 24007110 26408050 29291958 31706552 29385308 31751302 X 812883 1532061 69650 X 0 1 X 1 0 X 2109623 1575805 3414487 5071981 4564632 16736528 2109623 1575805 3414487 5071981 4564632 16736528 3036866 13699662 549278 331772 582201 442702 811667 2717620 37973 12090 73254 89828 36062 249207 19703355 0.69530 0.75420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20639529 3883047 1919174 856627 25585123 19516931 274295 1583672 735369 20639529 22713902 279165 -3233978 242158 19516931 18040563 257165 4707044 290870 22713902 18405207 3100 -2953 364791 18040563 0.12000 0.88000 0 0 0 ALTERNATIVE INVESTMENTS 4337233 F 4337233 X 8910396 1532061 2045062 69650 3646773 5263623 60371 2237 62608 5326231 6495802 2045062 2045062 4450740 60371 2237 62608 4513348 PART V, LINE 4: THE BOARD OF THE FOUNDATION HAS INTERPRETED THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATION TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE FOUNDATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, MANAGEMENT OF THE FOUNDATION BELIEVES 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 SPLIT INTEREST AGREEMENTS 35,983. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN REMAINDER TRUSTS 33,667. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH REVENUE 2,237. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH REVENUE 2,237. LUNCH AT TIFFANY'S 127151 81975 45176 1935 22203 8750 12810 GOLF EVENT 61750 2500 59250 1445 24096 4450 188901 84475 104426 3380 22203 32846 17260 75689 28737 1 PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 501(C)(3) 4297324 21198 FMV MEDICAL EQUIPMENT & OTHER GENERAL ASSISTANCE 1 0 X X X X 1 1 0 1 0 0 0 0 0 0 0 JAMES MCGOVERN DIRECTOR, CDO PEACEHEALTH OR 0 444600 0 0 0 33738 0 29725 0 24664 0 532727 0 0 JENNIFER SVIHUS DIRECTOR 0 263955 0 10000 0 6539 0 0 0 22965 0 303459 0 0 KEVIN MODESTE DIRECTOR 0 148871 0 40000 0 510 0 0 0 1454 0 190835 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 THEN 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 1 457488 STOCK EXCHANGE VALUE X MEDICAL EQUIPMENT 1 15000 FMV X OTHER SUPPLIES 4 6198 FMV 0 1 0 FORM 990, PART I, LINE 6 VOLUNTEERS PARTICIPATION IS USUALLY INVOLVED IN THE ACTIVITIES RELATED TO ANNUAL FOUNDATION'S EVENTS, MOSTLY RELATED TO THE CHILDREN'S MIRACLE NETWORK, SUCH AS DANCE MARATHON, KIDS HELPING KIDS, AUCTION, RADIOTHAN, AND NATIONAL SPONSOR EVENTS. THE VOLUNTEERS HELP RAISE FUNDS, SELL TABLES AND TICKETS, SOLICIT SPONSORSHIPS FOR IN-KIND DONATIONS, HELP SETUP EVENTS, CLEANUP, EVENTS REGISTRATION AND COLLECT FEES AND DOOR PRIZES. 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 15 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 THROUGH REGULAR MAIL OR EMAIL. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 35,983. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN REMAINDER TRUSTS 33,667. PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 HOSPITAL WA 501(C)(3) LINE 3 N/A 0 CHARITABLE REMAINDER UNITRUST (6) OR N/A T 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0