2020-06-02T18:22:57-05:00 2019-06-30 KPMG LLP 1918 Eighth Avenue Suite 2900 Seattle WA 98101 990 2018-07-01 237002687 SALEM HEALTH FOUNDATION % SALEM HEALTH SALE 5038141938 890 OAK STREET SALEM OR 97301 JAMES PARR CFO 2020-05-21 true LISA M MEYER P01490170 2069134000 199.206.0.5 91023620201545000008 2020-06-02 P 99E488475E075843743952B37998A3C6A5696580 A078056EFAE69B5ACCDC506FD5307643D487174D 2018 2021-01-29 14:40:06Z JAMES PARR 890 OAK STREET SALEM OR 97301 1156296 false X WWW.SALEMHEALTH.ORG/FOUNDATION X 1968 OR DEDICATED TO RAISING, MANAGING AND DISTRIBUTING FUNDS TO HELP SALEM HEALTH ACHIEVE ITS MISSION. 12 12 0 0 0 0 1323209 969371 0 0 647164 184975 -22040 -1447 1948333 1152899 1010514 1029121 0 0 0 160442 0 0 0 182391 277572 1192905 1467135 755428 -314236 8890823 8644403 186607 202743 8704216 8441660 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 165500 165500 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. 280398 280398 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. 583223 583223 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. 1029121 true true false false false false false false false true true false false false true true false true false false false false false false true 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 12 12 false false false false false false false true true false false false true true true true true true true false OR X SALEM HEALTH 5038141938 890 OAK STREET SE SALEM OR 97301 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 Steve Altman Director 1.0 0.0 X 0 0 0 Ryan Albritton Director 1.0 0.0 X 0 0 0 Tim Duenas Director 1.0 0.0 X 0 0 0 Eric Fiskum Director 1.0 0.0 X 0 0 0 Kathy Gordon Director 1.0 0.0 X 0 0 0 Raghu Kamineni MD 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 Garth Brandaw Director 1.0 0.0 X 0 0 0 Leilani Slama VP of Community Engagement 1.0 39.0 X 0 260909 63486 James Parr Chief Finanical Officer 1.0 39.0 X 0 586361 94858 0 847270 158344 0 false true false 0 77146 206864 685361 969371 0 184975 184975 0 0 0 0 0 0 1950 77146 3397 -1447 -1447 0 0 0 0 0 0 0 1152899 183528 280398 280398 748723 748723 0 0 0 0 0 129590 129590 0 22448 22448 8404 8404 197503 197503 0 0 0 0 0 8406 8406 0 19086 19086 0 0 0 3159 3159 0 5292 5292 0 0 0 0 DUES & SUBSCRIPTIONS 20717 20717 0 BANK FEES 17116 17116 FOOD 3199 3199 OTHER TAXES 2094 2094 1000 1000 1467135 1029121 438014 0 1683792 1172763 0 48396 0 0 0 23308 0 0 0 0 0 0 0 0 0 0 692000 692000 692000 6438251 6707936 58429 0 0 0 0 0 18351 0 8890823 8644403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 186607 202743 186607 202743 X 2705403 2380630 3729295 3791512 2269518 2269518 8704216 8441660 8890823 8644403 X -314236 -10539 62219 X X false true X true false X 1356871 1471945 1307517 1323209 964296 6423838 0 0 1356871 1471945 1307517 1323209 964296 6423838 684177 5739661 133323 108852 32103 119306 184976 578560 55955 55955 0 7058353 0.81317 0.81040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3330813 54838 111368 26158 3470861 2981730 135764 257803 44484 3330813 2833952 64030 275990 192242 2981730 2693626 52175 131912 43761 2833952 2712832 52030 -16632 54604 2693626 0.65388 0.34612 false false 685000 685000 7000 7000 692000 0 DUE TO SALEM HEALTH 202743 202743 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, 2019 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 2016. GOLF TOURNAMENT 79096 77146 1950 1638 1759 0 79096 77146 1950 1638 1759 3397 -1447 true Salem Health 890 Oak Street SE Salem OR 97301 930579722 501(c)(3) 280398 N/A N/A General Support, Capital Exp. 1 Scholarships for students 27 165500 N/A N/A Cash Emergency grants for Salem Hospital Patients 163 32079 N/A N/A Non-cash support of indigent patients 13705 551144 Actual Cost Medical, Transport 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. PART III, COLUMN (B) THE NUMBER OF INDIGENT PATIENTS WHO RECEIVED NON-CASH SUPPORT DURING THE YEAR WAS ESTIMATED BASED ON A REVIEW OF INTERNAL REQUESTS FOR CLOTHING AND SUPPLIES, PURCHASE RECEIPTS, AND OTHER SUPPORTING DOCUMENTATION. false true false false false false false false false Leilani Slama VP of Community Engagement 0 217081 0 42987 0 841 0 29988 0 33498 0 324395 James Parr Chief Finanical Officer 0 493482 0 91079 0 1800 0 55475 0 39383 0 681219 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 $14,388 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 $34,850 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 (511,447) - ASSETS RELEASED FROM RESTRICTION 462,298 - TEMPORARILY RESTRICTED CONTRIBUTIONS 111,368 - TEMPORARILY RESTRICTED INCOME ----------- 62,219 - TOTAL OTHER CHANGES IN NET ASSETS HAMPSHIRE PROPERTIES LLC 890 OAK STREET SE SALEM OR 97301 870804582 REAL ESTATE OR 14005 755583 SALEM HEALTH 890 OAK STREET SE SALEM OR 97301 930579722 HOSPITAL OR 501(C)(3) 3 SHHC false SALEM HEALTH HOSPITAL & CLINICS 890 OAK STREET SE SALEM OR 97301 930823471 LEASES LAND OR 501(C)(3) 12, Type I NA false SALEM HEALTH WEST VALLEY 525 SOUTHEAST WASHINGTON ST DALLAS OR 97338 431960221 HOSPITAL OR 501(C)(3) 3 SHHC false WEST VALLEY HOSPITAL FOUNDATION 525 SOUTHEAST WASHINGTON ST DALLAS OR 97338 931298564 SUPPORT SHWV OR 501(C)(3) 12, Type I SHHC false WILLAMETTE VALLEY INSURANCE COMPANY 745 FORT STREET HONOLULU HI 96813 201836190 INSURANCE HI 501(C)(3) 12, Type I SHHC false SALEM HEALTH PROFESSIONAL SERVICES 890 OAK STREET SE SALEM OR 97301 753175249 BILLING OR 501(C)(3) 12, Type I SHHC false false true true false false false false false false false false true false true true false false false false