2024-05-14T20:23:07-05:00 2023-06-30 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-07-01 943189424 SAN FRANCISCO GENERAL HOSPITAL FOUNDATION SANF 6282064478 PO BOX 410836 SAN FRANCISCO CA 94141 KIM MEREDITH CHIEF EXECUTIVE OFFICER 6282064478 2024-05-14 1 KIM MEREDITH 999009999 0 BRIAN YACKER P00401346 9492222999 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIM MEREDITH PO BOX 410836 SAN FRANCISCO CA 94141 129749010 0 X WWW.SFGHF.ORG X 1993 CA TO SUPPORT AND FUND EXCELLENCE IN PATIENT CARE AND INNOVATION AT (CONT'D: SCHEDULE O) ZUCKERBERG SAN FRANCISCO GENERAL HOSPITAL AND TRAUMA CENTER (ZSFG) BECAUSE WE BELIEVE IN HEALTH EQUITY, ACCESS, AND QUALITY HEALTH CARE FOR ALL PEOPLE. 25 25 27 25 0 0 42208051 42558992 43042 316791 1163797 1424415 -635982 -1115095 42778908 43185103 12500653 7940019 0 0 3145863 3648587 0 0 1664601 2177502 2311428 17824018 13900034 24954890 29285069 138050322 170020801 2615553 3526562 135434769 166494239 X SFGHF SUPPORTS AND FUNDS EXCELLENCE IN PATIENT CARE AND INNOVATION AT ZUCKERBERG SAN FRANCISCO GENERAL HOSPITAL AND TRAUMA CENTER BECAUSE WE BELIEVE IN HEALTH EQUITY, ACCESS, AND QUALITY HEALTH CARE FOR ALL PEOPLE. 0 0 2300882 2300882 THE ZUCKERBERG PATIENT CARE AND QUALITY IMPROVEMENT FUND WAS ESTABLISHED AS PART OF THE TRANSFORMATIONAL GRANT FROM PRISCILLA CHAN AND MARK ZUCKERBERG. THE FUND SUPPORTS A BROAD RANGE OF CAPITAL, TECHNOLOGY, AND PROGRAMMATIC PROJECTS THAT AIM TO IMPROVE THE QUALITY OF PATIENT CARE AT ZSFG. ACTIVITIES INCLUDE: CONTINUING TO OPTIMIZE THE HOSPITAL FOR ACCESS, READINESS, AND SAFETY; TRANSFORMING THE PATIENT, STAFF, AND VISITOR EXPERIENCE; AND INVESTING IN THE HOSPITAL'S FUTURE BY ENABLING LEADERS TO TRANSFORM HOW PATIENT CARE IS DELIVERED. 804738 804738 THE ADDICTION CARE (ACT) TEAM FILLS A CRITICAL NEED FOR ADDICTION SERVICES AT ZUCKERBERG SAN FRANCISCO GENERAL. THE PROGRAM PROVIDES EXPERTISE, CARE, AND PROVEN EXPERIENCE IN IMPROVING PATIENT OUTCOMES. ACT DELIVERS PATIENT-CENTERED COMPASSIONATE CARE AND LINKAGE TO COMMUNITY TREATMENT, BUILDING A CONTINUUM OF CARE FOR PATIENTS IN COLLABORATION WITH INNUMERABLE HOSPITAL AND COMMUNITY PROVIDERS TO LINK THEM TO MUCH-NEEDED WRAPAROUND SERVICES. 493014 493014 SOLID START PROMOTES HEALTH AND HEALTH EQUITY BY INTEGRATING SOCIAL, BEHAVIORAL, AND MEDICAL CARE FOR PREGNANT WOMEN AND FAMILIES WITH CHILDREN AGES 0 THROUGH 3. THE PROGRAM COLLABORATES DIRECTLY WITH FAMILIES IN OUR TARGET POPULATION AND CROSS-SECTOR COMMUNITY PARTNERS TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH; BRIDGES THE PRENATAL AND POSTPARTUM DIVIDE WITH A FAMILY-CENTERED APPROACH TO WHOLE PERSON CARE; AND CAPITALIZES ON THE PERIODICITY OF BOTH PRENATAL CARE AND POSTNATAL WELL-CHILD VISITS TO MEET FAMILIES WHERE THEY ARE. 5476548 4341385 316791 THE FOUNDATION HAS A NUMBER OF OTHER PROGRAM SERVICES AND IS COMMITTED TO SUPPORTING ZUCKERBERG SAN FRANCISCO GENERAL IN ITS MISSION TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE FOR EVERYONE, INCLUDING THE REGION'S MOST VULNERABLE POPULATIONS; SUPERB EMERGENCY AND TRAUMA CARE; EDUCATION OF THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS; AND RESEARCH TO PROMOTE EXCELLENCE IN WOMAN'S HEALTH, PEDIATRICS, PALLIATIVE CARE, ORTHOPAEDICS, INJURY PREVENTION AND TRAUMA AND HIV/AIDS SERVICES. 5476548 4341385 316791 9075182 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 45 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GERRY CHOW 6282064478 PO BOX 410836 SAN FRANCISCO CA 94141 KIM MEREDITH CHIEF EXECUTIVE OFFICER 35.00 X 423182 0 25966 REBECCA SHUETT CHIEF OF DEVELOPMENT 35.00 X 238926 0 25148 GERRY CHOW CHIEF OF FINANCE 35.00 X 231406 0 14287 PAUL ROSE CHIEF EXTERNAL REL. & COMM. OFFICER 35.00 X 239479 0 5533 SAEED MIRFATTAH CHIEF OF STAFF 35.00 X 184903 0 20792 ALLISON ARDEN DIRECTOR OF MAJ. GIFTS & INDIV. GIV. 35.00 X 181548 0 13939 MELISSA MOORE DIRECTOR OF INST. & CORP. GIVING 35.00 X 168073 0 13629 ALICE HE ASSISTANT CONTROLLER 35.00 X 142781 0 18964 DAMIAN BASS DIRECTOR OF EVENTS 35.00 X 148860 0 11127 JENNA CASEY ASSOCIATE DIRECTOR OF COMMUNICATIONS 35.00 X 121610 0 12035 JANIS MACKENZIE PRESIDENT 5.00 X X 0 0 0 CHARLES CHARNES SECRETARY 5.00 X X 0 0 0 MELISSA CHADWICK-DUNN TREASURER 5.00 X X 0 0 0 DEBORAH ANDERSON-BIALIS DIRECTOR 5.00 X 0 0 0 MARIA ANSARI MD FACC DIRECTOR 5.00 X 0 0 0 SIMONE BALCH DIRECTOR 5.00 X 0 0 0 JOHN H BELL DIRECTOR 5.00 X 0 0 0 HOWARD CHI DIRECTOR 5.00 X 0 0 0 ANDREW CLARK DIRECTOR 5.00 X 0 0 0 DR ELENA FUENTES-AFFLICK MD MPH DIRECTOR 5.00 X 0 0 0 KIMBERLEY GOODE DIRECTOR 5.00 X 0 0 0 SCHUYLER HUDAK DIRECTOR 5.00 X 0 0 0 HEMAL KANZARIA MD MSC DIRECTOR 5.00 X 0 0 0 MATTHEW KINSELLA DIRECTOR 5.00 X 0 0 0 JENNA LIM DIRECTOR 5.00 X 0 0 0 MICHAEL MACBRYDE DIRECTOR 5.00 X 0 0 0 JAMES D MARKS MD PHD DIRECTOR 5.00 X 0 0 0 ANDREW MCCOLLUM DIRECTOR 5.00 X 0 0 0 ELIZABETH MINICK DIRECTOR 5.00 X 0 0 0 INDU NAVAR DIRECTOR 5.00 X 0 0 0 ELLEN M NEWMAN DIRECTOR 5.00 X 0 0 0 NEDA RATANAWONGSA MD MPH DIRECTOR 5.00 X 0 0 0 CANDACE SUE DIRECTOR 5.00 X 0 0 0 BOB TANDLER DIRECTOR 5.00 X 0 0 0 THEODORE MICLAU III MD EX-OFFICIO 5.00 X 0 0 0 2080768 0 161420 14 0 1 0 BROWNEIC 10 RICE LANE LARKSPUR CA 94939 PUBLIC OUTREACH AND PR CONSULTING 810479 FISHER PO BOX 936 PACIFICA CA 94044 COMMERCIAL GENERAL CONTRACTOR 592271 MEI ARCHITECTS 949 GRANT AVE SAN FRANCISCO CA 94108 ARCHITECTURE AND DESIGN SERVICES 163006 PERIDOT EVENTS LLC 54 PORTO BELLO DRIVE SAN RAFAEL CA 94901 EVENT PLANNNING AND DESIGN 161500 GLAVIN JACOBSON INC 145 KENSINGTON DRIVE SAN FRANCISCO CA 94127 PHILANTHROPIC CONSULTATION 144000 6 2201438 238774 40118780 1092494 42558992 FISCAL AGENT FEES 900099 240705 240705 FOOD VOUCHERS 900099 31563 31563 CONSULTATIVE SERVICES 900099 23919 23919 COURSES/TRAININGS 900099 20604 20604 316791 2076761 2076761 84566519 85218865 -652346 -652346 -652346 155570 2201438 1345042 -1189472 -1189472 CONCESSIONS 900099 74377 74377 74377 43185103 316791 0 309320 7940019 7940019 1290887 278512 513369 499006 1951621 156356 936383 858882 52056 6864 23395 21797 145338 13805 68376 63157 208685 25567 98244 84874 14976 14976 46561 46561 180000 180000 172109 172109 519503 505367 14136 517848 468513 33687 15648 146687 2831 88555 55301 6753 3084 3669 42146 113 22832 19201 11145 2569 8576 471787 471787 76687 70992 5695 DUES AND SUBSCRIPTIONS 94844 1988 78197 14659 EVENT EXPENSES 10382 614 9768 13900034 9075182 3160251 1664601 652510 621053 57109925 56517334 33973377 47000398 1457080 899106 123339 208572 4243807 2454216 2186203 1789591 42547888 62706279 0 278468 138050322 170020801 1582496 2099131 1033057 1168071 0 259360 2615553 3526562 X 16212070 18272003 119222699 148222236 135434769 166494239 138050322 170020801 29285069 1774401 0 X X 0 1 X 1 0 X 16364199 21619212 17260148 42208051 42558992 140010602 16364199 21619212 17260148 42208051 42558992 140010602 61763917 78246685 1845735 1708787 1274093 1497406 2076761 8402782 138060 92453 57527 108220 74377 470637 148884021 4005875 0.52560 0.62930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 67,736. 2019 AMOUNT: $ 13,935. 2021 AMOUNT: $ 134. CONCESSIONS - 2018 AMOUNT: $ 70,324. 2019 AMOUNT: $ 78,518. 2020 AMOUNT: $ 57,527. 2021 AMOUNT: $ 74,442. 2022 AMOUNT: $ 74,377. FISCAL AGENT FEES - 2021 AMOUNT: $ 33,644. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 180000 180000 11031570 11211570 710579 177645 0 0 913173 617000 899763 710579 3140515 4710773 10000 180000 190000 228293 154250 224941 177645 785129 1177694 0 1 X 14416183 3630 1533381 504218 15448976 17008825 404757 -2499721 497678 14416183 5300854 8077582 3880390 250000 17008825 5182017 14450 104387 5300854 4892102 61910 253020 25015 5182017 0.62120 0.29260 0.08620 0 0 2184414 421572 1762842 2026943 2000194 26749 32450 32450 0 1789591 FINANCE LEASE LIABILITY 259360 259360 X 46190015 1774401 298675 2073076 44116939 172109 -1103945 -931836 43185103 15130545 298675 1103945 1402620 13727925 172109 172109 13900034 PART IV, LINE 2B: THE FOUNDATION ACTS AS A FISCAL AGENT FOR SEVERAL HOSPITAL DEPARTMENTS AND THEIR AFFILIATES. IN RETURN FOR PROVIDING SUCH SERVICES, THE FOUNDATION CHARGES A FISCAL AGENT FEE OF UP TO TEN PERCENT OF THE FUNDS RECEIVED. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF A FUND ESTABLISHED FOR GENERAL OPERATIONS, AND TWO ADDITIONAL FUNDS TO SUPPORT THE VOLUNTEER PROGRAM AND CHILDREN'S HEALTH. THE ENDOWMENTS INCLUDE ONLY DONOR-RESTRICTED ENDOWMENT FUNDS. PART X, LINE 2: THE FOUNDATION IS QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND BY THE CALIFORNIA REVENUE AND TAXATION CODE UNDER SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE FOUNDATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE FOUNDATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -1,103,945. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 1,103,945. HEARTS IN SF AND HEART AFTER DARK 2357008 2201438 155570 180606 51169 1113267 2357008 2201438 155570 180606 51169 1113267 1345042 -1189472 1 ZUCKERBERG SAN FRANCISCO GENERAL HOSPITAL AND TRAUMA CENTER 1001 POTRERO AVENUE SAN FRANCISCO CA 94110 GOVERNMENT 7940019 0 SUPPORT OF HOSPITAL PROGRAMS AND PATIENT CARE 1 0 PART I, LINE 2: THE FOUNDATION PRIMARILY REIMBURSES THE HOSPITAL FOR QUALIFYING EXPENSES ON A COST-REIMBURSEMENT BASIS, UPON REVIEW AND VERIFICATION OF BACK-UP DOCUMENTATION SUCH AS VENDOR INVOICES, RECEIPTS, ACCOUNTING LEDGERS, AND PAYROLL LEDGERS AS APPROPRIATE. ON CERTAIN OCCASIONS WHEN FUNDS ARE ADVANCED, THE FOUNDATION MONITORS REPORTS AND BACK-UP DOCUMENTATION FOR EXPENDITURES IN THE SAME MANNER AS DESCRIBED ABOVE, AS FUNDS ARE EXPENDED AND THROUGH THE COMPLETION OF THE PROJECT BEING FUNDED. AT TIMES, THE FOUNDATION MAY ALSO PURCHASE REQUIRED SUPPLIES, MATERIALS, OR SERVICES DIRECTLY FROM VENDORS AND THEN GIFT THE GOODS OR THE PRODUCTS OF THOSE SERVICES TO THE HOSPITAL TO HELP FULFILL GRANT OBLIGATIONS; IN SUCH CASES, THE HOSPITAL MAY ADVISE ON THE APPROPRIATENESS OF SUCH ITEMS AND WILL VERIFY THAT THE USE OF THESE ITEMS WAS DONE IN COMPLIANCE WITH ANY AND ALL GRANT REQUIREMENTS. X X X 0 0 0 0 0 0 0 0 0 KIM MEREDITH CHIEF EXECUTIVE OFFICER 362466 0 60716 0 0 0 4000 0 21966 0 449148 0 0 0 REBECCA SHUETT CHIEF OF DEVELOPMENT 238926 0 0 0 0 0 4000 0 21148 0 264074 0 0 0 GERRY CHOW CHIEF OF FINANCE 221406 0 10000 0 0 0 4000 0 10287 0 245693 0 0 0 PAUL ROSE CHIEF EXTERNAL REL. & COMM. OFFICER 231979 0 7500 0 0 0 4000 0 1533 0 245012 0 0 0 SAEED MIRFATTAH CHIEF OF STAFF 180903 0 4000 0 0 0 4000 0 16792 0 205695 0 0 0 ALLISON ARDEN DIRECTOR OF MAJ. GIFTS & INDIV. GIV. 181548 0 0 0 0 0 4000 0 9939 0 195487 0 0 0 MELISSA MOORE DIRECTOR OF INST. & CORP. GIVING 168073 0 0 0 0 0 4000 0 9629 0 181702 0 0 0 ALICE HE ASSISTANT CONTROLLER 142781 0 0 0 0 0 4000 0 14964 0 161745 0 0 0 DAMIAN BASS DIRECTOR OF EVENTS 148860 0 0 0 0 0 0 0 11127 0 159987 0 0 0 PART I, LINE 3 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE SAN FRANCISCO GENERAL HOSPITAL FOUNDATION ANNUALLY. X 4 31850 FMV X 2 1060644 FMV 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: CAR DONATION SERVICES PROVIDED BY ANOTHER NONPROFIT ORGANIZATION FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE TAX RETURNS AND AT SUBSEQUENT BOARD MEETING COPIES OF THE RETURNS WILL BE AVAILABLE FOR REVIEW BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES POLICY COMPLIANCE THROUGH SIGNED DECLARATIONS. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE PERSON INVOLVED SHALL GIVE NOTICE OF SUCH INTEREST OR RELATIONSHIP AND SHALL THEREAFTER REFRAIN FROM DISCUSSING OR VOTING ON THE PARTICULAR TRANSACTION IN WHICH HE HAS AN INTEREST, OR OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE FOUNDATION, OR ITS COMPONENTS TO AFFECT A DECISION TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES IS SET USING COMPARABLE DATA AND IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE SAN FRANCISCO GENERAL HOSPITAL FOUNDATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 EXCERPTS OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.