2021-05-15T16:52:00-05:00 2020-06-30 KPMG LLP 1918 Eighth Avenue Suite 2900 Seattle WA 98101 990 2019-07-01 237002687 SALEM HEALTH FOUNDATION % SALEM HEALTH SALE 5038141938 890 OAK STREET SALEM OR 97301 JAMES PARR CFO 2021-05-11 true SUE ROBISON P00560072 2069134000 2021-04-29 2019 2022-09-23 18:48:47Z JAMES PARR 890 OAK STREET SALEM OR 97301 1221659 false X WWW.SALEMHEALTH.ORG/FOUNDATION X 1968 OR DEDICATED TO RAISING, MANAGING AND DISTRIBUTING FUNDS TO HELP SALEM HEALTH ACHIEVE ITS MISSION. 13 13 0 0 0 0 969371 1206307 0 0 184975 1575 -1447 13777 1152899 1221659 1029121 837354 0 0 160442 0 0 0 0 277572 492660 1467135 1330014 -314236 -108355 8644403 10268673 202743 346050 8441660 9922623 THE SALEM HEALTH FOUNDATION IS DEDICATED TO RAISING, MANAGING AND DISTRIBUTING FUNDS TO HELP SALEM HEALTH ACHIEVE ITS MISSION OF IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE AND COMMUNITY IT SERVES. false false 271311 271311 SCHOLARSHIPS: NURSING, MEDICAL SCHOOL AND OTHER HEALTHCARE PROGRAMS. RECIPIENTS OF HEALTH CARE RELATED ACADEMIC SCHOLARSHIPS AND THE AMOUNTS OF THE AWARDS ARE DETERMINED BY ANALYSES OF THE CANDIDATES' QUALIFICATIONS, SCHOLARSHIP AWARDS ALREADY AWARDED TO THEM FOR THE YEAR BY OTHER ORGANIZATIONS, AND THE COSTS OF THE SPECIFIC SCHOOLS THE VARIOUS CANDIDATES WISH TO ATTEND. 540651 540651 PROPOSALS TO FUND CAPITAL EQUIPMENT AND MEDICALLY RELATED ACTIVITIES AT SALEM HEALTH ARE RECEIVED AND REVIEWED BY THE FOUNDATION'S CHIEF DEVELOPMENT OFFICER. PROPOSALS ARE FORWARDED TO THE FOUNDATION'S BOARD OF DIRECTORS FOR FURTHER REVIEW AND APPROVAL IF THEY ARE CONSIDERED TO BE CONSISTENT WITH THE FOUNDATION'S ARTICLES OF INCORPORATION, STATING THAT ITS FUNDS ARE TO BE USED FOR HEALTH CARE, CHARITABLE,AND SCIENTIFIC PURPOSES, AND FOR MEDICAL AND SCIENTIFIC EDUCATION AND RESEARCH FOR THE USE AND BENEFIT OF SALEM HEALTH. 25392 25392 CERTAIN RESTRICTED FUNDS HAVE BEEN CREATED AND ARE USED FOR THE PURPOSE OF ASSISTING DIABETES AND CANCER PATIENTS WITH THE COSTS OF THEIR EDUCATIONAL, SUPPLY AND OTHER CARE-RELATED EXPENSES. IN ADDITION, FUNDS ARE DISTRIBUTED TO ASSIST LOW INCOME INDIVIDUALS MEDICAL REQUIREMENTS. 837354 true true false false false false false false false true true false false false true true false true false false false false false false false false false true true true false false false false false false false false false false false false true true false false false true 0 0 0 false false false false false false false false false false false false X 13 13 false false false false false false false true true false false false true true true true true false false false OR X SALEM HEALTH 5038141938 890 OAK STREET SE SALEM OR 97301 Cheryl Nester Wolfe CEO & President 1.0 40.0 X 0 1234189 37221 James Parr Chief Financial Officer 1.0 40.0 X 0 690299 82023 Leilani Slama VP of Community Engagement 1.0 40.0 X 0 266421 55836 Alex Casebeer Chair 1.0 0.0 X X 0 0 0 Alex Rhoten Vice Chair 1.0 0.0 X X 0 0 0 Pat Force Secretary/Treasurer 1.0 0.0 X 0 0 0 Kathy Gordon Past Chair 1.0 0.0 X 0 0 0 Steve Altman Director 1.0 0.0 X 0 0 0 Ryan Albritton Director 1.0 0.0 X 0 0 0 Garth Brandaw Director 1.0 0.0 X 0 0 0 Tim Duenas MD Director 1.0 0.0 X 0 0 0 Eric Fiskum Director 1.0 0.0 X 0 0 0 Raghu Kamineni MD Director 1.0 0.0 X 0 0 0 John Pollino Director 1.0 0.0 X 0 0 0 Robert Ponec MD Director 1.0 0.0 X 0 0 0 Terry Wade Director 1.0 0.0 X 0 0 0 Jim Bauer VP of Development 40.0 40.0 X 0 0 0 0 2190909 175080 0 false true false 0 1206307 1206307 0 1575 1575 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAMPSHIRE PROPERTIES REVENUE 13777 13777 13777 1221659 15352 516393 516393 320961 320961 0 0 0 0 0 0 0 0 388514 388514 0 0 0 0 0 0 0 32356 32356 0 0 0 713 713 0 23104 23104 0 0 0 0 Med Supplies and Services 183 183 Maintenance Contracts 21951 21951 HAMPSHIRE PROPERTIES EXPENSES 12692 12692 OTHER TAXES 130 130 13017 13017 1330014 837354 492660 0 1172763 2627036 48396 59737 0 0 23308 25421 0 0 0 0 0 0 0 0 0 0 692000 692000 692000 6707936 6864479 0 0 0 0 0 0 0 0 8644403 10268673 0 30 0 0 0 0 0 0 0 0 0 0 0 0 0 0 202743 346020 202743 346050 X 2380630 2448515 6061030 7474108 8441660 9922623 8644403 10268673 X -108355 176242 1413076 X X false true X true false X 1471945 1307517 1323209 964296 1206307 6273274 0 0 1471945 1307517 1323209 964296 1206307 6273274 1806441 4466833 108852 32103 119306 184976 1575 446812 0 0 6720086 0.66470 0.81317 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3470860 53207 -1810 109061 3413196 3330813 54838 111368 26158 3470861 2981730 135764 257803 44484 3330813 2833952 64030 275990 192242 2981730 2693626 52175 131912 43761 2833952 0.66492 0.33510 false false 685000 685000 7000 7000 692000 0 DUE TO SALEM HEALTH 346020 346020 X PART V, LINE 4: SALEM HEALTH FOUNDATION HOLDS ENDOWMENT FUNDS FOR THE BENEFIT OF SALEM HEALTH AND FOR USE TOWARDS THE FOUNDATIONS MISSION. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE CORPORATION TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2020 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURSIDCTIONS; THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CORPORATION MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO FISCAL YEAR 2017. true Salem Health 890 Oak Street SE Salem OR 97301 930579722 501 (C) 3 516393 N/A N/A GENERAL EXPENSES AND CAPITAL EXPENDITURES 1 The Foundation's Patient Assistance program 126 25392 0 N/A Scholarships for students 109 271311 N/A PART I, LINE 2: DECISIONS ON GRANTS TO SALEM HEALTH ARE MADE BY THE SALEM HEALTH FOUNDATION BOARD OF DIRECTORS. MINUTES OF THE MEETINGS OF THE FOUNDATION BOARD ARE SHARED WITH THE SALEM HEALTH BOARD OF TRUSTEES EACH MONTH. SCHOLARSHIPS ARE GRANTED TO COLLEGE STUDENTS THAT RESIDE IN MARION, POLK OR YAMHILL COUNTIES AND ARE PURSUING A HEALTHCARE RELATED CAREER. A SCHOLARSHIP COMMITTEE REVIEWS INDIVIDUAL APPLICATIONS AND RECOMMENDS TO THE BOARD RECIPIENT AWARDS FOR APPROVAL. SCHOLARSHIPS AWARDED ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTIONS FOR TUITION OR RELATED COSTS. false true false false false false false false false James Parr Chief Financial Officer 0 527073 0 123484 0 39742 0 58203 0 23820 0 772322 0 0 Leilani Slama VP of Community Engagement 0 216044 0 47871 0 2506 0 33377 0 22459 0 322257 0 0 Cheryl Nester Wolfe CEO & President 0 931965 0 217591 0 84633 0 21000 0 16221 0 1271410 0 0 PART I, LINE 4B: LEILANI SLAMA RECEIVED DEFERRED COMPENSATION UNDER A 457(F) NONQUALIFIED PLAN. THIS COMPENSATION IS INCLUDED IN COMPENSATION REPORTED IN PART II. THE TOTAL NONQUALIFIED PORTION REPORTED IS $15,902 WHICH IS INCLUDED IN DEFERRED COMPENSATION. JAMES PARR RECEIVED DEFERRED COMPENSATION UNDER A 457(F) NONQUALIFIED PLAN. THIS COMPENSATION IS INCLUDED IN COMPENSATION REPORTED IN PART II. THE TOTAL NONQUALIFIED PORTION REPORTED IS $37,203 WHICH IS INCLUDED IN DEFERRED COMPENSATION. SCHEDULE J, PART I, LINE 3 COMPENSATION OF THE OFFICERS IS DETERMINED BY THE CEO OF SALEM HEALTH, IN CONJUNCTION WITH OTHER SALARY SURVEY OR PUBLIC INFORMATION AND INDEPENDENT CONSULTANTS TO ENSURE THE COMPENSATION IS COMPETITIVE IN THE MARKET FOR SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS. SCHEDULE J, PART II, LINE 1 COMPENSATION AND BENEFITS REPORTED FOR OFFICERS ON SCHEDULE J ARE PAID BY SALEM HEALTH. THE FOUNDATION HAS A MANAGEMENT AGREEMENT TO REIMBURSE SALEM HEALTH FOR A PORTION OF OFFICER COMPENSATION AND BENEFITS. THIS AMOUNT IS INCLUDED ON FORM 990 PART IX; LINE 24B UNDER MANAGEMENT SERVICES. FORM 990, PART VI, SECTION B, LINE 11B: THE ORGANIZATION'S ACCOUNTING & FINANCE TEAM WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO PREPARE AND REVIEW THE RETURN. THE CONTROLLER AND CFO REVIEW A DRAFT OF THE FORM 990 BEFORE IT IS PRESENTED TO THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. FINANCE ADMINISTRATION ADDRESSES AND RESPONDS TO QUESTIONS RAISED BY MEMBERS OF THE GOVERNANCE COMMITTEE. AFTER IT IS REVIEWED BY THE GOVERNANCE COMMITTEE, THE FINAL FORM 990 IS FORWARDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: ON AN ANNUAL BASIS THE SECRETARY SHALL SEND TO EACH PERSON WHO IS A TRUSTEE, OFFICER, OR MEMBER OF A COMMITTEE A COPY OF THE POLICY REGARDING CONFLICTS OF INTEREST, TOGETHER WITH A QUESTIONNAIRE INQUIRING AS TO CONFLICTS, TO BE COMPLETED AND RETURNED TO THE SECRETARY BY THE TRUSTEE, OFFICER OR COMMITTEE MEMBER PRIOR TO THE BEGINNING OF EACH CALENDAR YEAR. FORM 990, PART VI, SECTION B, LINE 15: EXECUTIVE COMPENSATION AT SALEM HEALTH (SH) IS DESIGNED TO ALLOW THE ORGANIZATION TO RECRUIT AND RETAIN QUALIFIED SENIOR LEADERS. ONE OR MORE INDEPENDENT CONSULTANTS ARE RETAINED TO REVIEW EXECUTIVE COMPENSATION. THE SH CEO, IN CONJUNCTION WITH THE INDEPENDENT CONSULTANTS, ENSURES THAT EACH EXECUTIVE'S COMPENSATION IS COMPETITIVE IN THE MARKET FOR SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS. THE CEO ALSO PROVIDES INFORMATION TO THE BOARD GOVERNANCE COMMITTEE ON THE LEVELS OF EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19: THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT PUBLICLY AVAILABLE. FORM 990, PART XI, LINE 9 1,413,076 - ASSETS RELEASED FROM RESTRICTION ----------- 1,413,076 - TOTAL OTHER CHANGES IN NET ASSETS FORM 990, PART VI, LINES 15A AND 15B ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. HAMPSHIRE PROPERTIES LLC 890 OAK STREET SE SALEM OR 97301 870804582 REAL ESTATE OR 13778 769361 SHF SALEM HEALTH 890 OAK STREET SE SALEM OR 97301 930579722 HOSPITAL OR 501(C)(3) LINE 3 SHHC false SALEM HEALTH HOSPITAL & CLINICS 890 OAK STREET SE SALEM OR 97301 930823471 LEASES LAND OR 501(C)(3) LINE 12A, I NA false SALEM HEALTH WEST VALLEY 525 SOUTHEAST WASHINGTON ST DALLAS OR 97338 431960221 HOSPITAL OR 501(C)(3) LINE 3 SHHC false WEST VALLEY HOSPITAL FOUNDATION 525 SOUTHEAST WASHINGTON ST DALLAS OR 97338 931298564 SUPPORT SHWV OR 501(C)(3) LINE 12A,I SHHC false WILLAMETTE VALLEY INSURANCE COMPANY 745 FORT STREET HONOLULU HI 96813 201836190 CAPTIVE INS HI 501(C)(3) LINE 12A,I SHHC false SALEM HEALTH PROFESSIONAL SERVICES 890 OAK STREET SE SALEM OR 97301 753175249 BILLING OR 501(C)(3) LINE 12A,I SHHC false false true true false false false false false false false false true false true true false false false false