2026-03-25T10:33:05-05:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 936026548 PEACEHEALTH SACRED HEART MEDICAL CENTER FOUNDATION PEAC 5412227100 PO BOX 10905 EUGENE OR 97440 SHANNA HUTTON PRESIDENT 5419544317 2026-03-07 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-03-07 2024 2025-03-06 01:10:19Z SHANNA HUTTON PO BOX 10905 EUGENE OR 97440 8471770 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. 19 16 0 72 0 0 4564632 5035683 0 0 725537 1093848 36062 104097 5326231 6233628 4318522 3706752 0 0 0 0 0 0 116575 194826 226953 4513348 3933705 812883 2299923 31751302 36168607 44750 102407 31706552 36066200 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 3706752 3706752 TRANSFERS TO PEACEHEALTH SACRED HEART MEDICAL CENTER AND UNIVERSITY DISTRICT TO SUPPORT THEIR PROGRAM SERVICES. 3706752 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 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 X 1 0 0 1 1 0 0 0 0 1 1 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 0 0 0 OR X X SACRED HEART MEDICAL CENTER FOUNDATION 5412227112 123 INTERNATIONAL WAY SPRINGFIELD OR 97477 SHANNA HUTTON VICE PRESIDENT 1.00 X X 0 0 0 RONALD F NEUMANN PRESIDENT 1.00 X X 0 0 0 MATTHEW SAYRE SECRETARY 1.00 X X 0 0 0 ERIK C PARRISH TREASURER 1.00 X X 0 0 0 DOUG T LEONARD DIRECTOR 1.00 X 0 0 0 JEFFRY ELDER 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 JENNIFER SVIHUS DIRECTOR 1.00 40.00 X 0 325554 25126 JON ANDERSON DIRECTOR 1.00 X 0 0 0 COURTNEY GRIESEL DIRECTOR 1.00 X 0 0 0 RYAN LEE DIRECTOR 1.00 X 0 0 0 KEVIN MODESTE DIRECTOR 1.00 40.00 X 0 768760 14176 TINA GULDBERG DIRECTOR 1.00 X 0 0 0 TERESA TERI GIUSTINA DIRECTOR 1.00 X 0 0 0 SUDESHNA BANERJEE MD DIRECTOR 1.00 40.00 X 0 957629 93289 JAMES MCGOVERN DIRECTOR, CDO PEACEHEALTH 1.00 40.00 X 0 817140 60754 ANDREW STILTNER DIRECTOR 1.00 X 0 0 0 PAM RUSSEL VOL. GUILD PRES. (EX-OFFICIO) 1.00 X 0 0 0 THOMAS W DAVIS DIRECTOR 1.00 X 0 0 0 0 2869083 193345 0 0 1 0 0 9606 5026077 1263281 5035683 1089567 1089567 2154427 2150146 4281 4281 4281 190833 9606 87996 102837 102837 1260 0 1260 1260 6233628 0 0 1197945 3706752 3706752 74080 74080 OTHER EXPENSES 152873 0 36298 116575 3933705 3706752 110378 116575 3917611 2381959 1620606 1570204 1840996 1874229 6834 7554 18513030 23893108 4337233 5019746 1514992 1421807 31751302 36168607 0 16907 44750 85500 44750 102407 X 5298502 5319554 26408050 30746646 31706552 36066200 31751302 36168607 X 2299923 1864548 195177 X 0 1 X 1 0 X 1575805 3414487 5071981 4564632 5035683 19662588 1575805 3414487 5071981 4564632 5035683 19662588 3168007 16494581 331772 582201 442702 811667 1089567 3257909 12090 73254 89828 36062 104097 315331 23235828 0.70990 0.69530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25585123 751146 2804163 521216 28619216 20639529 3883047 1919174 856627 25585123 19516931 274295 1583672 735369 20639529 22713902 279165 -3233978 242158 19516931 18040563 257165 4707044 290870 22713902 0.12000 0.88000 0 0 0 ALTERNATIVE INVESTMENTS 5019746 F 5019746 X 10714741 1864548 2509758 195177 4569483 6145258 74080 14290 88370 6233628 6355093 2509758 2509758 3845335 74080 14290 88370 3933705 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, 2025 AND 2024, 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, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF LIFE INSURANCE POLICIES -4,475. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN REMAINDER TRUSTS 197,657. CHANGE IN VALUE OF BENEFICIALINTEREST IN ASSETS HELD AT PEACEHEALTH 1,995. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH REVENUE 14,290. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH REVENUE 14,290. INVESTMENTS 0 0 209896 0 0 0 0 0 0 209896 0 209896 0 0 0 0 1 0 LUNCH AT TIFFANY'S 119008 5925 113083 7453 1350 23406 10500 10164 GOLF EVENT 81431 3681 77750 1200 3300 20960 9663 200439 9606 190833 8653 1350 26706 31460 19827 87996 102837 1 PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 501(C)(3) 3705392 1360 FMV OTHER SUPPLIES GENERAL ASSISTANCE 1 X X X X 1 1 0 1 0 0 0 0 0 0 0 SUDESHNA BANERJEE MD DIRECTOR 0 957629 0 0 0 0 0 65225 0 28064 0 1050918 0 0 JAMES MCGOVERN DIRECTOR, CDO PEACEHEALTH 0 575226 0 233959 0 7955 0 34262 0 26492 0 877894 0 0 KEVIN MODESTE DIRECTOR 0 708760 0 60000 0 0 0 3450 0 10726 0 782936 0 0 JENNIFER SVIHUS DIRECTOR 0 278258 0 47296 0 0 0 0 0 25126 0 350680 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 10 1261921 STOCK EXCHANGE VALUE X 1 1360 FAIR MARKET VALUE 0 1 0 FORM 990 PART V LINE 3A AND 3B THE ORGANIZATION FILED FORM 990-T TO REPORT UNRELATED BUSINESS ACTIVITY RESULTING IN A NET OPERATING LOSS. PARTNERSHIP SCHEDULE K-1S REPORTED NET UNRELATED BUSINESS INCOME ONLY; GROSS RECEIPTS WERE NOT SEPARATELY STATED. 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 LIFE INSURANCE POLICIES -4,475. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN REMAINDER TRUSTS 197,657. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD AT PEACEHEALTH 1,995. PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 HOSPITAL WA 501(C)(3) LINE 3 N/A 0 CHARITABLE REMAINDER UNITRUST (9) OR N/A T 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0