2026-03-04T11:39:16-06:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 721545902 PEACEHEALTH ST JOSEPH MEDICAL CENTER FOUNDATION PEAC 3607886866 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 DONNA INGLIS PRESIDENT 7605741492 2026-03-03 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-03-02 2024 2025-03-06 01:10:19Z DONNA INGLIS 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 8615956 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. 19 16 0 16 0 0 7449068 6960462 0 0 979982 1579770 0 15556 8429050 8555788 738986 3151856 0 0 0 0 0 0 0 19928 55944 758914 3207800 7670136 5347988 97216741 103462319 0 279 97216741 103462040 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 3151856 3151856 TRANSFERS TO PEACEHEALTH ST JOSEPH MEDICAL CENTER TO SUPPORT THEIR PROGRAM SERVICES. 3151856 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 19 16 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 MICHELLE R VANDELLEN TREASURER 1.00 X X 0 0 0 DONNA R INGLIS VICE PRESIDENT 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 WILLIAM ZANG DIRECTOR 1.00 X 0 0 0 LYNNETTE A JENSEN DIRECTOR 1.00 X 0 0 0 VIVEKANANDH GOPAL DIRECTOR 1.00 X 0 0 0 CHET E KENOYER DIRECTOR 1.00 X 0 0 0 CHARLES PROSPER DIRECTOR 1.00 40.00 X 0 1235617 316751 KEILA TORRES DIRECTOR 1.00 40.00 X 0 305567 54134 FRANK P IMHOF DIRECTOR 1.00 X 0 0 0 CHRISTOPHER NEWELL DIRECTOR 1.00 X 0 0 0 DEREK A BUSE DIRECTOR 1.00 X 0 0 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 SCOTT H WHITMAN DIRECTOR 1.00 X 0 0 0 JOHN F MACGREGOR MD DIRECTOR 1.00 40.00 X 0 1099351 113705 AMBER ASBJORNSEN EXECUTIVE DIRECTOR 40.00 X 0 300708 16919 0 2941243 501509 0 0 1 0 0 6960462 280078 6960462 1582743 1582743 57195 60168 -2973 -2973 -2973 BAD DEBT RECOVERY 909999 15556 15556 15556 8555788 0 0 1595326 3151856 3151856 31339 31339 24605 24605 3207800 3151856 55944 0 409854 1273924 30408748 8809971 54679132 53413473 11406208 39415396 175000 312799 374555 97216741 103462319 0 279 0 279 X 13471387 15213034 83745354 88249006 97216741 103462040 97216741 103462319 X 5347988 833718 63593 X 0 1 X 1 0 X 617945 4526946 18607917 7449068 6960462 38162338 617945 4526946 18607917 7449068 6960462 38162338 16906223 21256115 154795 166269 606778 992186 1582743 3502771 15556 15556 41680665 0.51000 0.43450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1745365 47753 184214 45351 1931981 1621884 2000 136568 15087 1745365 1506791 142457 27364 1621884 1763306 50000 -263739 42776 1506791 1396044 367262 1763306 1.00000 0 0 0 X 11513845 833718 2107641 63593 3004952 8508893 31339 15556 46895 8555788 5268546 2107641 -15556 2092085 3176461 31339 31339 3207800 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, 2025 AND 2024, 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, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ASSETS HELD IN TRUST 53,177. CHANGE IN VALUE OF BENEFICIAL INTERESTS AND LIFE INSURANCE POLICIES 10,416. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY 15,556. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT RECOVERY -15,556. 1 PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 501(C)(3) 3125056 26800 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 722944 0 503937 0 8736 0 278323 0 38428 0 1552368 0 0 JOHN F MACGREGOR MD DIRECTOR 0 1099351 0 0 0 0 0 72823 0 40882 0 1213056 0 0 KEILA TORRES DIRECTOR 0 244170 0 24994 0 36403 0 25390 0 28744 0 359701 0 0 AMBER ASBJORNSEN EXECUTIVE DIRECTOR 0 256948 0 43650 0 110 0 2813 0 14106 0 317627 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 253278 STOCK EXCHANGE VALUE X ALL OTHER NON CASH 5 26800 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 53,177. CHANGE IN VALUE OF LIFE INSURANCE POLICIES 10,416. 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