2024-05-09T12:10:37-05:00 2023-06-30 135565207 KPMG LLP 1300 SW 5TH AVENUE SUITE 3800 PORTLAND OR 97201 990 2022-07-01 930823471 SALEM HEALTH HOSPITALS & CLINICS SALE 5038141938 890 OAK STREET SALEM OR 97301 JAMES PARR EVP OF OPERATIONS & CFO 5038141938 2024-05-07 1 JAMES PARR 999009999 0 JAMES LANCASTER P00742579 5032216500 2024-05-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES PARR 890 OAK STREET SALEM OR 97301 100930283 0 X WWW.SALEMHEALTH.ORG X 1982 OR TO SUPPORT SALEM HEALTH, SALEM HEALTH WEST VALLEY AND RELATED ORGANIZATIONS. 13 13 0 13 0 0 0 1692000 49042759 49367477 60243372 40592672 8118802 9278134 117404933 100930283 0 0 0 0 0 0 0 0 0 23454491 30441672 23454491 30441672 93950442 70488611 1205056582 2599180588 1068874040 2365293665 136182542 233886923 TO SUPPORT SALEM HEALTH, SALEM HEALTH WEST VALLEY AND RELATED ORGANIZATIONS. 0 0 30441672 49367477 LEASES LAND AND BUILDINGS TO RELATED FACILITIES 30441672 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 1 OR X SALEM HEALTH 5038141938 890 OAK STREET SE SALEM OR 97301 JOHN COMBES MD CHAIR-ELECT 0.20 3.80 X 0 0 0 ALAN WYNN SECRETARY/TREASURER 0.20 2.90 X X 0 0 0 RICARDO LINARES TRUSTEE 0.20 2.80 X 0 0 0 LANE SHETTERLY CHAIR 0.30 5.70 X X 0 0 0 ANGELICA VEGA TRUSTEE 0.30 4.70 X 0 0 0 ANNETTE CAMPISTA TRUSTEE 0.20 3.30 X 0 0 0 DAVID HARRISON MD TRUSTEE 0.20 2.80 X 0 0 0 JENN COLUMBUS TRUSTEE 0.20 2.80 X 0 0 0 KATHERINE L KEENE PAST-CHAIR 0.30 4.70 X 0 0 0 MARK ZOOK TRUSTEE 0.30 4.70 X 0 0 0 PHIL JACKSON TRUSTEE 0.20 2.80 X 0 0 0 ROBERT KELLY MD TRUSTEE 0.20 4.30 X 0 0 0 THERESA HASKINS TRUSTEE 0.20 3.30 X 0 0 0 CHERYL NESTER WOLFE PRESIDENT & CEO 2.00 38.00 X 0 1574830 41448 JAMES PARR EVP OF OPERATIONS & CFO 1.00 39.00 X 0 981205 104173 0 2556035 145621 0 0 1 0 0 1692000 1692000 1692000 MISC. RENTAL PROPERTY 532000 49249010 49249010 SALEM HEALTH LAND LEAS 532000 118467 118467 49367477 40592672 40592672 FEMA REIMBURSEMENT 900099 9091561 9091561 HHS FUNDS 900099 186573 186573 9278134 100930283 49367477 0 49870806 536020 536020 29905252 29905252 TAXES 400 400 30441672 30441672 0 0 139365 140413 454172 5075636 89491 988495350 409604656 351322114 578890694 851418974 832491796 1721957 1182492558 1205056582 2599180588 42576 41631 1068831464 2365252034 1068874040 2365293665 X 136182542 233886923 136182542 233886923 1205056582 2599180588 70488611 27215770 0 X 0 1 X 1 0 X X 3 SALEM HEALTH 930547922 3 1 0 0 SALEM HEALTH WEST VALLEY 431960221 3 0 0 0 SALEM HEALTH FOUNDATION 237002687 7 1 0 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: SALEM HEALTH HOSPITALS AND CLINICS IS ORGANIZED AND OPERATED TO CARRY OUT THE PURPOSES OF, AND PERFORM FUNCTIONS FOR SALEM HEALTH AND OTHER RELATED ENTITIES FURTHERING THE MISSION OF IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE AND COMMUNITIES SERVED. THESE ENTITIES INCLUDE SALEM HEALTH, SALEM HEALTH WEST VALLEY, SALEM HEALTH PROFESSIONAL SERVICES, SALEM HEALTH FOUNDATION, AND WEST VALLEY HOSPITAL FOUNDATION WHICH ARE ALL 501(C)(3) ENTITIES WHOSE SOLE CORPORATE MEMBER IS SALEM HEALTH HOSPITALS AND CLINICS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2609063 2609063 914046129 393629324 520416805 71840158 15975332 55864826 578890694 OTHER INVESTMENTS 832491796 C 832491796 DUE FROM WEST VALLEY HOSPITAL 9254810 DUE FROM SALEM HOSPITAL 1173237748 1182492558 DUE TO SALEM HEALTH 2346742414 DUE TO WEST VALLEY HOSPITAL 18509620 2365252034 X PART X, LINE 2: THE CORPORATION (SALEM HEALTH HOSPITALS & CLINICS), SALEM HEALTH, SALEM HEALTH WEST VALLEY, SALEM HEALTH FOUNDATION, WEST VALLEY HOSPITAL FOUNDATION, SALEM HEALTH PROFESSIONAL SERVICES, AND WILLAMETTE VALLEY INSURANCE COMPANY ARE TAX-EXEMPT ORGANIZATIONS PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3). AS SUCH, ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE PROVISION FOR UNRELATED BUSINESS INCOME TAXES IS IMMATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. 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 AN 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, 2023 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 JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CORPORATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO FISCAL YEAR 2020. 0 1 0 0 0 0 0 0 0 CHERYL NESTER WOLFE PRESIDENT & CEO 0 1003551 0 264799 0 306480 0 25925 0 15523 0 1616278 0 276324 JAMES PARR EVP OF OPERATIONS & CFO 0 773768 0 154507 0 52930 0 80418 0 23755 0 1085378 0 50230 PART I, LINE 4B SOME OF THE ORGANIZATION'S EMPLOYEES RECEIVE DEFERRED COMPENSATION UNDER A 457(F) NONQUALIFIED PLAN. THIS COMPENSATION IS REPORTED ON SCHEDULE J, PART II. THE TOTAL NONQUALIFIED PORTION OF EACH PERSONS IS INCLUDED IN DEFERRED COMPENSATION IS: JAMES PARR $54,493 X 1 1692000 FAIR MARKET VALUE 1 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS RECEIVED. 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 OF THE HOSPITAL SHALL SEND TO EACH PERSON WHO IS A TRUSTEE, OFFICER, OR MEMBER OF A COMMITTEE, AND TO THOSE EMPLOYEES OF THE HOSPITAL AS THE BOARD MAY DETERMINE, A COPY OF THE POLICY REGARDING CONFLICTS OF INTEREST, TOGETHER WITH A QUESTIONNAIRE INQUIRING AS TO CONFLICTS, IS TO BE COMPLETED AND RETURNED TO THE SECRETARY BY THE TRUSTEE, OFFICER, COMMITTEE MEMBER OR EMPLOYEE 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. THE GOVERNANCE COMMITTEE OF THE SH BOARD OF TRUSTEES, NONE OF WHOM IS A SH EMPLOYEE, ENGAGES ONE OR MORE INDEPENDENT CONSULTANTS TO PROVIDE MARKET DATA ON CEO COMPENSATION, INCLUDING BENEFITS, FOR THE CEOS AT COMPARABLE ORGANIZATIONS. THIS INFORMATION IS USED BY THE GOVERNANCE COMMITTEE AND BOARD OF TRUSTEES IN ITS DISCUSSIONS AND DECISIONS ON CEO COMPENSATION. COMPENSATION FOR THE CEO IS REVIEWED ON AN ANNUAL BASIS. THE MOST RECENT REVIEW TOOK PLACE IN SEPTEMBER 2022. THE COMPENSATION DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE GOVERNANCE COMMITTEE AND BOARD MINUTES FOR THIS MEETING. ONE OR MORE INDEPENDENT CONSULTANTS ARE ALSO RETAINED TO REVIEW EXECUTIVE COMPENSATION SEPARATE FROM THE CEO. THE 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 B, LINES 15A AND 15B: ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE ON THE HOSPITAL WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. MWVP INC 570 LIBERTY LANDS ST SE STE 200 SALEM OR 97301 HOLDS LAND OR 0 917063 SHHC SALEM HEALTH FOUNDATION 890 OAK STREET SALEM OR 97301 237002687 SUPPORT SH OR 501(C)(3) LINE 7 SHHC 1 SALEM HEALTH 890 OAK STREET SALEM OR 97301 930579722 HOSPITAL OR 501(C)(3) LINE 3 SHHC 1 SALEM HEALTH WEST VALLEY 525 SE WASHINGTON ST DALLAS OR 97338 431960221 HOSPITAL OR 501(C)(3) LINE 3 SHHC 1 WEST VALLEY HOSPITAL FOUNDATION 525 SE WASHINGTON ST DALLAS OR 97338 931298564 SUPPORT SHWV OR 501(C)(3) LINE 12A, 1 SHHC 1 WILLAMETTE VALLEY INSURANCE COMPANY 745 FORT STREET HONOLULU HI 96813 201836190 INSURANCE HI 501(C)(3) LINE 12A, 1 SHHC 1 SALEM VALLEY PROFESSIONAL SERVICES 890 OAK STREET SALEM OR 97301 753175249 BILLING OR 501(C)(3) LINE 12A, 1 SHHC 1 OREGON COMMUNITY IMAGING LLC 2925 RYAN DRE SE SALEM OR 97301 MEDICAL IMAGING OR SHHC RELATED 11685 12270 0 1 0.33330 SALEM AMBULATORY SURGERY CENTER 570 LIBERTY ST SE STE 200 SALEM OR 97301 SURGERY CENTER OR N/A N/A 0 0 WILLAMETTE VALLEY COMMUNITY 2995 RYAN DR SE STE 200 SALEM OR 97301 COORDINATED CARE OR N/A N/A 0 0 WILLAMETTE SURGERY CENTER LLC 890 OAK STREET SALEM OR 97301 SURGERY CENTER OR N/A N/A 0 0 WSC BUILDING GROUP LLC 1445 STATE STREET SALEM OR 97301 SURGERY CENTER REAL ESTATE OR SALEM HEALTH N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 SALEM HEALTH A 118467 CASH SALEM HEALTH A 48412394 CASH SALEM HEALTH WEST VALLEY A 1227377 CASH