PEACEHEALTH ST JOSEPH MEDICAL CENTER FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PEACEHEALTH ST JOSEPH MEDICAL CENTER FOUNDATION (EIN 72-1545902)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-01-10
IRS object ID
202200109349301555
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-01-10T12:04:01-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930623286PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALDRICH CPAS AND ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1680 HAWTHORNE AVE SE 140AddressLine1Txt
CitySALEMCityNm
State AbbreviationORStateAbbreviationCd
ZIP97301ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721545902EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEACEHEALTH ST JOSEPH MEDICAL CENTERBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPEACBusinessNameControlTxt
Phone3607886866PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 SQUALICUM PARKWAYAddressLine1Txt
CityBELLINGHAMCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATIE JANSENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3607886866PhoneNum
Signature2021-12-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATIEPersonFirstNm
Person LastJANSENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBRA D SMITHPreparerPersonNm
PTINP00646873PTIN
Phone5035857774PhoneNum
Preparation2021-12-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATIE JANSENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 SQUALICUM PARKWAYAddressLine1Txt
CityBELLINGHAMCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98225ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,126,976GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PEACEHEALTH.ORG/FOUNDATION/ST-JOSEPHWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO IMPROVE THE HEALTH & LIVES OF COMMUNITY MEMBERS BY RAISING FUNDS AND PROVIDING CHARITABLE SUPPORT.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,282,206PYContributionsGrantsAmt
CY Contributions Grants$13,117,945CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$274,227PYInvestmentIncomeAmt
CY Investment Income$474,187CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,556,433PYTotalRevenueAmt
CY Total Revenue$13,592,132CYTotalRevenueAmt
PY Grants And Similar Paid$1,104,216PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,937,306CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,517CYTotalFundraisingExpenseAmt
PY Other Expenses$2,559PYOtherExpensesAmt
CY Other Expenses$5,389CYOtherExpensesAmt
PY Total Expenses$1,106,775PYTotalExpensesAmt
CY Total Expenses$1,942,695CYTotalExpensesAmt
PY Revenues Less Expenses$449,658PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,649,437CYRevenuesLessExpensesAmt
Total Assets BOY$15,256,913TotalAssetsBOYAmt
Total Assets EOY$27,536,056TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,256,913NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,536,056NetAssetsOrFundBalancesEOYAmt
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,937,306ExpenseAmt
Grant$1,937,306GrantAmt
DescTRANSFERS TO PEACEHEALTH ST JOSEPH MEDICAL CENTER TO SUPPORT THEIR PROGRAM SERVICES.Desc
Total Program Service Expenses$1,937,306TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SACRED HEART MEDICAL CENTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5412227112PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 INTERNATIONAL WAYAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97477ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeInd
JON SITKIN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
LYNNETTE JENSEN
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MIKE PERRY
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DONNA INGLIS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
KATIE JANSEN
TREASURER1.00Yes (X)Yes (X)$0$0$0
BRAD BEARDEN OD
DIRECTOR1.00Yes (X)$0$0$0
TOM YOUNG
DIRECTOR1.00Yes (X)$0$0$0
AMY ESARY
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL BAYLESS
DIRECTOR1.00Yes (X)$0$0$0
GRANT DYKSTRA
DIRECTOR1.00Yes (X)$0$0$0
SHAUN SULLIVAN MD
DIRECTOR1.00Yes (X)$0$0$0
MARCUS SCHUMACHER
DIRECTOR1.00Yes (X)$0$0$0
JOHN F MACGREGOR MD
DIRECTOR1.00Yes (X)$0$1,004,517$65,98740.00
ROBERT TULL
DIRECTOR1.00Yes (X)$0$0$0
ANNA WILLIAMS
DIRECTOR1.00Yes (X)$0$0$0
SCOTT WHITMAN
DIRECTOR1.00Yes (X)$0$0$0
ANDREW HEINZ
DIRECTOR1.00Yes (X)$0$0$0
JOHN HUNTLEY
DIRECTOR1.00Yes (X)$0$0$0
CHARLES PROSPER
DIRECTOR1.00Yes (X)$0$931,360$179,69440.00
SHARON RUTHERFORD
DIRECTOR1.00Yes (X)$0$240,575$9,730
JASON STOANE
DIRECTOR1.00Yes (X)$0$0$0
MICHELLE VANDELLEN
DIRECTOR1.00Yes (X)$0$0$0
LORI VENNERS
DIRECTOR1.00Yes (X)$0$0$0
ANNE RASMUSSEN
CHIEF DEVELOPMENT OFFICER20.00$0$219,110$9,73120.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,395,562TotReportableCompRltdOrgAmt
Total Other Compensation$265,142TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$13,117,945AllOtherContributionsAmt
Noncash Contributions$49,761NoncashContributionsAmt
Total Contributions$13,117,945TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$154,795TotalRevenueColumnAmt
Exclusion$154,795ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,854,236SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,534,844SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$319,392SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$319,392TotalRevenueColumnAmt
Exclusion$319,392ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,592,132TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$474,187ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,937,306TotalAmt
Program Services$1,937,306ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER SUPPORTING EXPENSDesc
Total$5,389TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,872ManagementAndGeneralAmt
Fundraising$3,517FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,942,695TotalAmt
Program Services$1,937,306ProgramServicesAmt
Management And General$1,872ManagementAndGeneralAmt
Fundraising$3,517FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$121,341BOYAmt
EOY$130,080EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,833,099BOYAmt
EOY$10,456,107EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$528,847BOYAmt
EOY$12,099,407EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,761,926BOYAmt
EOY$4,833,919EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,700BOYAmt
EOY$16,543EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,256,913BOYAmt
EOY$27,536,056EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,073,899BOYAmt
EOY$8,904,472EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,183,014BOYAmt
EOY$18,631,584EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,256,913BOYAmt
EOY$27,536,056EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,256,913BOYAmt
EOY$27,536,056EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$11,649,437ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$610,012NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$19,694OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,349,945CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,725,530CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,217,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,282,206CurrentTaxYearMinus1YearAmt
Current Tax Year$617,945CurrentTaxYearAmt
Total$11,193,418TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,349,945CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,725,530CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,217,792CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,282,206CurrentTaxYearMinus1YearAmt
Current Tax Year$617,945CurrentTaxYearAmt
Total$11,193,418TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,255,110SubstantialContributorsTotAmt
Public Support Total170$5,938,308PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$62,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,717CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$196,582CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$248,648CurrentTaxYearMinus1YearAmt
Current Tax Year$154,795CurrentTaxYearAmt
Total$753,959TotalAmt
FieldValueIRS element (for citing)
Total Support$11,947,377TotalSupportAmt
Public Support CY1700.49700PublicSupportCY170Pct
Public Support PY1700.58120PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:FormAndLineReferenceDesc
ExplanationDESCRIPTION: CAPITAL CAMPAIGN UNUSUAL GRANT DATE: 05/25/21 AMOUNT: 10000000. DESCRIPTION: CAPITAL CAMPAIGN UNUSUAL GRANT DATE: 06/30/21 AMOUNT: 2500000.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,396,044BeginningYearBalanceAmt
Investment Earnings Or Losses$367,262InvestmentEarningsOrLossesAmt
End Year Balance$1,763,306EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,387,435BeginningYearBalanceAmt
Contributions$100ContributionsAmt
Investment Earnings Or Losses$8,509InvestmentEarningsOrLossesAmt
End Year Balance$1,396,044EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,366,541BeginningYearBalanceAmt
Contributions$255,880ContributionsAmt
Investment Earnings Or Losses$174,906InvestmentEarningsOrLossesAmt
Other Expenditures$2,409,892OtherExpendituresAmt
End Year Balance$1,387,435EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,485,504BeginningYearBalanceAmt
Investment Earnings Or Losses$243,919InvestmentEarningsOrLossesAmt
Other Expenditures$663,592OtherExpendituresAmt
Administrative Expenses$26,474AdministrativeExpensesAmt
End Year Balance$2,039,357EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,730,733BeginningYearBalanceAmt
Investment Earnings Or Losses$338,369InvestmentEarningsOrLossesAmt
Other Expenditures$531,185OtherExpendituresAmt
Administrative Expenses$52,413AdministrativeExpensesAmt
End Year Balance$2,485,504EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,353,816TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$610,012NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,132,207DonatedServicesAndUseFcltsAmt
Other Revenue$19,465OtherRevenueAmt
Revenue Not Reported$1,761,684RevenueNotReportedAmt
Revenue Subtotal$13,592,132RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,592,132TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,074,673TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,132,207DonatedServicesUseFcltsAmt
Other Expenses Included-$229OtherExpensesIncludedAmt
Expenses Not Reported$1,131,978ExpensesNotReportedAmt
Expenses Subtotal$1,942,695ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,942,695TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2021 AND 2020, 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, 2021 AND 2020.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF ASSETS HELD IN TRUST 4,844. BAD DEBTS RECEOVERIES 14,621.
PART XII, LINE 2D - OTHER ADJUSTMENTS:BAD DEBT RECOVERIES -229.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PEACEHEALTHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11115 SE 164TH AVE SUITE 332AddressLine1Txt
CityVANCOUVERCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98683ZIPCd
FieldValueIRS element (for citing)
Recipient EIN910939479RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,923,212CashGrantAmt
Non Cash Assistance$14,094NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceCOVID PPE, FOOD, CAR CHARGING STATIONNonCashAssistanceDesc
Purpose Of GrantPATIENT SERVICESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHARLES PROSPER
DIRECTOR$0$628,684$0$302,676$0$0$0$155,009$0$24,685$0$1,111,054$0$0
JOHN F MACGREGOR MD
DIRECTOR$0$1,004,517$0$0$0$0$0$40,715$0$25,272$0$1,070,504$0$0
SHARON RUTHERFORD
DIRECTOR$0$199,977$0$40,598$0$0$0$0$0$9,730$0$250,305$0$0
ANNE RASMUSSEN
CHIEF DEVELOPMENT OFFICER$0$190,119$0$28,991$0$0$0$0$0$9,731$0$228,841$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$35,667NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)CAR CHARGING STATION1$10,288FMV
Yes (X)FOOD/BEVERAGE2$3,806FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS PRESENTED TO THE BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REMINDED TO RECUSE THEMSELVES FROM VOTING ON ITEMS THAT INVOLVE A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15ATHE 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 19AVAILABLE UPON REQUEST VIA MAIL OR E-MAIL.
FORM 990 PART VII, LINE 24ANNE 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 4,844. BAD DEBT RECOVERIES 14,850.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PEACEHEALTHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11115 SE 164TH AVE SUITE 332AddressLine1Txt
CityVANCOUVERCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98683ZIPCd
FieldValueIRS element (for citing)
EIN910939479EIN
Primary ActivitiesHEALTHCAREPrimaryActivitiesTxt
Legal Domicile StateWALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 3PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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