2023-11-16T15:48:50-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1188 PADRE DRIVE STE 101 SALINAS CA 93901 990 2022-01-01 770194989 NATIVIDAD MEDICAL FOUNDATION NATI 8317554187 PO BOX 4427 SALINAS CA 93912 SHERI CLINE TREASURER 8317554187 2023-11-15 1 SHERI CLINE 999009999 1 RAE GULARTE P01323216 8317596300 2023-11-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER WILLIAMS PO BOX 4427 SALINAS CA 93912 3617082 0 X WWW.NATIVIDADFOUNDATION.ORG X 1988 CA NATIVIDAD MEDICAL FOUNDATION BRINGS PEOPLE TOGETHER TO STRENGTHEN NATIVIDAD MEDICAL CENTER, TRANSFORMING HEALTH CARE INTO SOLUTIONS THAT HEAL PEOPLE AND UNITE COMMUNITIES. 13 13 17 30 63166 0 3118329 3355038 219804 116033 2490 28147 80550 67959 3421173 3567177 599494 709452 0 0 1202076 1178614 0 0 476534 508434 1058197 2310004 2946263 1111169 620914 6227458 6795691 841246 793118 5386212 6002573 X WE BRING PEOPLE TOGETHER TO STRENGTHEN NATIVIDAD, THE ONE PLACE THAT SAFEGUARDS THE LIVES AND LIVELIHOODS OF EVERYONE IN MONTEREY COUNTY. WE DEVELOP INNOVATIVE PROGRAMS LIKE CHOICE, A HOSPITAL-BASED VIOLENCE INTERVENTION AND PREVENTION PROGRAM DESIGNED TO REDUCE RETALIATION AND RE-INJURY AMONG VIOLENCE-PRONE YOUTH AND ADULTS IN MONTEREY COUNTY, PROVIDE SPECIALIZED MEDICAL EQUIPMENT AND ENHANCE THE COUNTY'S STATE-OF-THE-ART TRAUMA CENTER. OUR PARTNERSHIPS WITH FUNDERS, COMMUNITY LEADERS AND THE MEDICAL CENTER TRANSFORM HEALTH CARE INTO SOLUTIONS THAT HEAL PEOPLE AND UNITE OUR COMMUNITIES. 0 0 2088050 709452 52867 FUNDS WERE GRANTED TO SATISFY RESTRICTIONS PLACED ON CONTRIBUTIONS INCLUDING SUPPORT FOR MEDICAL EQUIPMENT, LANGUAGE ACCESS SERVICES, SPIRITUAL CARE, MEDICAL STAFF EDUCATION AND BASIC NEEDS LIKE PATIENT TRANSPORTATION, MEDICATIONS, CLOTHES, SHELTER ASSISTANCE AND FOOD VOUCHERS. CONTINUED FUNDRAISING BY THE AGRICULTURAL LEADERSHIP COUNCIL (TALC) WHOSE COMBINED MEMBERS HAVE DONATED MORE THAN $4 MILLION TO NATIVIDAD FOUNDATION SINCE 2010 FOR MEDICAL EQUIPMENT AND CROSS-CULTURAL INITIATIVES. OVER 600 PIECES OF CRITICAL MEDICAL EQUIPMENT HAVE BEEN PURCHASED WITH TALC FUNDS FOR DIFFERENT NATIVIDAD UNITS. CONTINUED TO FUND CHOICE, A VIOLENCE INTERVENTION AND PREVENTION PROGRAM MODELED AFTER THE PROVEN UNIVERSITY OF CALIFORNIA, SAN FRANCISCO'S WRAPAROUND PROJECT AT SAN FRANCISCO GENERAL HOSPITAL. THE CHOICE PROGRAM PROVIDES SERVICES TO APPROXIMATELY 200 VICTIMS OF VIOLENCE YEARLY. RE-INJURY RATE FOR VICTIMS OF VIOLENCE PARTICIPATING IN CHOICE HAS BEEN MAINTAINED AT 1% 2% IN THE PAST SIX YEARS, COMPARED TO THE 5-YEAR NATIONAL AVERAGE OF 44%. WITH DONATIONS FROM EMPLOYEES OF MONTEREY COUNTY AND A COMBINATION OF GRANTS, NATIVIDAD FOUNDATION CONTINUED TO MEET URGENT, BASIC MEDICAL NEEDS FOR VULNERABLE PATIENTS, INCLUDING HOMELESS PEOPLE, WOMEN, CHILDREN AND PEOPLE LIVING WITH HIV/AIDS. FUNDS PROVIDED ASSISTANCE FOR THE MOST BASIC NEEDS, INCLUDING FOOD, CLOTHING, MEDICATION, EMERGENCY SHELTER AND TRANSPORTATION FOR HOMELESS OR UNDERSERVED PATIENTS IN THE EMERGENCY DEPARTMENT; VICTIMS OF CHILD ABUSE AND NEGLECT AT THE CHILD ADVOCACY CENTER; AND MOTHERS AND BABIES AT THE LABOR & DELIVERY AND MOTHER-INFANT UNIT. WITH A NINTH YEAR OF GRANT FUNDING FROM THE COMMUNITY FOUNDATION FOR MONTEREY COUNTY, PROVIDED DIABETES PREVENTION EDUCATION TO APPROXIMATELY 50 LOW-INCOME ADULTS, WITH A 74% RETENTION RATE, THROUGHOUT MONTEREY COUNTY THROUGH 5 STEPS TO PREVENT DIABETES YEARLY. 5 STEPS CONTINUES TO DEMONSTRATE MEANINGFUL POSITIVE CHANGES IN LIFESTYLE BEHAVIORS CORRELATED WITH REDUCING THE RISK OF DEVELOPING DIABETES, INCLUDING INCREASED CONSUMPTION OF FRUITS AND VEGETABLES; INCREASED DAILY PHYSICAL ACTIVITY; AND INCREASED USE OF STRATEGIES TO EAT HEALTHFULLY WITH A LIMITED INCOME. THROUGH NATIVIDAD FOUNDATION, THE HOSPITAL CONTINUED ITS HEALTH PROMOTION PROGRAM ACTIVITIES THROUGH THE AMERICAN ASSOCIATION OF DIABETES EDUCATORS-ACCREDITED DIABETES EDUCATION CENTER. THE DIABETES EDUCATION CENTER IS THE FIRST AND ONLY CENTER OF ITS KIND IN MONTEREY COUNTY PROVIDING A FREE, CULTURALLY APPROPRIATE, LOW LITERACY, DIABETES PREVENTION EDUCATION PROGRAM FOCUSING ON UNDERSERVED YOUTH AND ADULTS WITH DIABETES TYPES 1 AND 2, WOMEN WITH GESTATIONAL DIABETES AND INDIVIDUALS WITH PRE-DIABETES. CLIENTS OF THE DIABETES EDUCATION CENTER ARE PRIMARILY LATINO (91.9%), SPANISH-SPEAKING (72.4%) AGRICULTURAL WORKERS. CONTINUED TO FUND THE SPIRITUAL CARE PROGRAM, WHICH IS COMMITTED TO ENSURING THE EMOTIONAL AND SPIRITUAL CARE NEEDS OF PATIENTS AND THEIR LOVED ONES ARE MET. 2088050 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 17 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JENNIFER WILLIAMS 8317554187 1441 CONSTITUTION BLVD SALINAS CA 93906 MARIA BOISVERT TREASURER 0.50 X X 0 0 0 CRAIG WALLS SECRETARY 0.50 40.00 X X 0 420045 58089 JOHN D'ARRIGO DIRECTOR 0.50 X 0 0 0 PETER CHANDLER DIRECTOR 0.50 40.00 X 0 576313 83473 SHERI CLINE DIRECTOR 0.50 X 0 0 0 JENNIFER HOLLINGSWORTH DIRECTOR 0.50 X 0 0 0 STEPHEN GOLDMAN DIRECTOR 0.50 X 0 0 0 JEFFREY BASS CHAIRMAN 0.50 40.00 X X 0 0 0 CHARLES HARRIS DIRECTOR 0.50 40.00 X 0 455187 67333 TED LORONO DIRECTOR 0.50 X 0 0 0 EMMETT LINDER VICE CHAIR 0.50 X X 0 0 0 MARCIA ATKINSON DIRECTOR 0.50 X 0 0 0 MINERVA PEREZ-LOPEZ DIRECTOR 0.50 40.00 X 0 291163 56847 JENNIFER WILLIAMS PRESIDENT & CEO 50.00 X 211612 0 37318 LISA RICO DRCT OF OPERATIONS 40.00 X 128428 0 21741 340040 1742708 324801 2 0 1 0 0 11250 807437 2536351 3355038 INDIGENOUS INTERPRETIN 561000 63166 63166 ADMINISTRATIVE FEES 561000 52867 52867 116033 28986 28986 700 1539 -839 -839 -839 300 11250 38782 -38482 -38482 116025 9584 106441 106441 3567177 52867 63166 96106 709452 709452 251402 50281 75420 125701 669195 378136 125772 165287 198277 104875 54549 38853 59740 28495 12284 18961 4070 3948 122 53736 53736 23442 15431 7554 457 42578 60 155 42363 56853 6597 31371 18885 12096 12096 3718 3718 8737 8737 HOSPITAL EQUIPMENT 794723 794723 COMMUNITY RELATIONS 46042 46042 1K CLUB/ART EVENT 7767 7767 BOARD OF DIRECTORS 4181 4181 254 254 2946263 2088050 381679 476534 952416 620644 4698468 5636930 359859 348440 110342 82483 11468 12767 18548 14913 6961 3635 87944 90792 6227458 6795691 94742 112172 746504 680946 841246 793118 X 1425005 1485020 3961207 4517553 5386212 6002573 6227458 6795691 620914 -4553 0 X 0 0 0 X 3179906 2349424 1969530 3118329 3355038 13972227 21600 21600 21600 21600 21600 108000 3201506 2371024 1991130 3139929 3376638 14080227 808556 13271671 5754 10233 20339 2490 28986 67802 79066 88378 7996 88160 106441 370041 14518070 738706 0.91410 0.89740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 12667 9228 3439 5881 5685 196 3635 DUE TO NMC 674011 CAPITAL LEASES 6935 680946 X PART III, LINE 1A: THE ARTWORK AND PHOTOGRAPHY COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITH RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. THE FOUNDATION'S COLLECTION IS MADE UP OF PHOTOGRAPHY BY SCOTT CAMPBELL AND DAN CRONIN AND A MURAL PAINTED BY JOSE ORTIZ. EACH OF THE ITEMS IS CATALOGUED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTION WILL NOT BE USED TO PAY FOR THE COSTS OF OR TO SERVE AS COLLATERAL FOR THE FOUNDATION'S OPERATING AND/OR CAPITAL COSTS. CONTRIBUTIONS OF ARTWORK THAT ARE NOT SUITABLE FOR DISPLAY AT NATIVIDAD MEDICAL CENTER ARE RECORDED AS ASSETS HELD FOR SALE. PART III, LINE 4: THE FOUNDATION'S COLLECTION IS MADE UP OF PHOTOGRAPHY BY SCOTT CAMPBELL AND DAN CRONIN AND A MURAL PAINTED BY JOSE ORTIZ. THE COLLECTION IS USED TO ENHANCE THE APPEARANCE OF THE HOSPITAL. PART X, LINE 2: MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE FOUNDATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. VIRTUAL DONOR EVENT 11250 11250 37432 MISC EVENTS 300 300 1350 11550 11250 300 38782 38782 -38482 116025 9584 1 0.50000 116025 9584 9584 106441 CA 1 0 1 0 0.75000 0.25000 LORI GRIMES PO BOX 4427 SALINAS CA 93912 0 PEBBLE BEACH COMPANY FOUNDATION RECORDKEEPING, HIRING AND FIRING OF WORK 1 1 NATIVIDAD MEDICAL CENTER 1441 CONSTITUTION BLVD SALINAS CA 93906 946000524 N/A - GOVT 709452 0 DONOR VALUE FUNDS COLLECTED ON BEHALF OF THE HOSPITAL PART I, LINE 2: THE NATIVIDAD MEDICAL FOUNDATION SUPPORTS THE NATIVIDAD MEDICAL CENTER. ALL GRANTS ARE PROGRAM SPECIFIC. 1 X 0 0 0 0 0 0 0 0 0 PETER CHANDLER DIRECTOR 0 576313 0 0 0 0 0 0 0 83473 0 659786 0 0 CHARLES HARRIS DIRECTOR 0 455187 0 0 0 0 0 0 0 67333 0 522520 0 0 CRAIG WALLS SECRETARY 0 420045 0 0 0 0 0 0 0 58089 0 478134 0 0 MINERVA PEREZ-LOPEZ DIRECTOR 0 291163 0 0 0 0 0 0 0 56847 0 348010 0 0 JENNIFER WILLIAMS PRESIDENT & CEO 211612 0 0 0 0 0 0 0 37318 0 248930 0 0 0 LISA RICO DRCT OF OPERATIONS 128428 0 0 0 0 0 0 0 21741 0 150169 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B LINE 8B EXPLANATION - THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 IS PRESENTED AND EXPLAINED BY THE FIRM PREPARING THE TAX RETURN TO THE FOUNDATION MANAGEMENT STAFF AND CHAIR OF THE AUDIT COMMITTEE AT LEAST ONE MONTH PRIOR TO THE FILING DATE. THE FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED AND REVIEWED AT THE FIRST BUSINESS BOARD MEETING OF THE CALENDAR YEAR. ADDITIONALLY, THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL EMPLOYEES FOR REVIEW AND ACKNOWLEDGEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SECURED AN OUTSIDE FIRM TO CONDUCT A COMPENSATION STUDY TO DETERMINE THE COMPENSATION OF THE FOUNDATION EMPLOYEES. THE COMPENSATION STUDY WAS CONDUCTED BY AN INDEPENDENT FIRM USING COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN E & F - REPORTABLE COMPENSATION THERE ARE SEVERAL BOARD MEMBERS WHO ARE EMPLOYEES OF NATIVIDAD MEDICAL CENTER (A RELATED ORGANIZATION). THE FOUNDATION MADE REASONABLE EFFORTS TO OBTAIN THE REPORTABLE COMPENSATION FROM THE OFFICERS/DIRECTORS WHICH ARE EMPLOYED BY NATIVIDAD MEDICAL CENTER. THE FOUNDATION PROVIDED THE REQUIREMENTS FOR THE FORM 990 TO EACH OFFICER/DIRECTOR. HOWEVER, THERE IS ONE BOARD MEMBER WHO DECLINED TO PROVIDE SUCH INFORMATION. NATIVIDAD MEDICAL CENTER 1441 CONSTITUTION BLVD SALINAS CA 93906 946000524 HOSPITAL CA N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 NATIVIDAD MEDICAL CENTER B 709452 CASH VALUE NATIVIDAD MEDICAL CENTER C 807437 CASH VALUE NATIVIDAD MEDICAL CENTER N 21600 FMV OF SPACE