2024-05-15T15:09:11-05:00 2023-06-30 941541507 BIANCHI KASAVAN & POPE LLP 450 LINCOLN AVENUE SUITE 200 SALINAS CA 93901 990 2022-07-01 942641137 SALINAS VALLEY HEALTH FOUNDATION SALI 8317591880 PO BOX 4760 SALINAS CA 939124760 BILL HASTIE CHAIR 8317591880 2024-05-15 1 BILL HASTIE 999009999 1 AVIV KADOSH P00727367 8317575311 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BILL HASTIE PO BOX 4760 SALINAS CA 939124760 6609054 0 X WWW.SVMHFOUNDATION.ORG X 1979 CA OUR MISSION IS TO SUPPORT SALINAS VALLEY HEALTH BY FUNDING HEALTHCARE SERVICES, PROGRAMS, AND FACILITIES FOR OUR DIVERSE COMMUNITY. 11 11 0 47 0 0 1593368 2594687 0 0 1260344 389611 63442 76700 2917154 3060998 1656425 2809837 0 0 0 0 0 0 0 92107 138169 1748532 2948006 1168622 112992 20441876 20448109 1791921 536714 18649955 19911395 OUR MISSION IS TO SUPPORT SALINAS VALLEY HEALTH BY FUNDING HEALTHCARE SERVICES, PROGRAMS, AND FACILITIES FOR OUR DIVERSE COMMUNITY. 0 0 2810775 2809837 OUR MISSION IS TO SUPPORT SALINAS VALLEY HEALTH BY FUNDING HEALTHCARE SERVICES, PROGRAMS, AND FACILITIES FOR OUR DIVERSE COMMUNITY. 2810775 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 1 1 1 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 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SHERI MASSOLO 8317591880 60 W MARKET STREET STE 250 SALINAS CA 93901 X MONICA TOVAR FORMER CHAIR 2.00 X X 0 0 0 MARK FAYLOR VICE CHAIR OF GOVERNANCE 2.00 X X 0 0 0 BILL HASTIE CHAIR 2.00 X 0 0 0 MISTY NAVARRO MD SECRETARY 2.00 X 0 0 0 MICHAEL MCMILLAN GOVERNOR 2.00 X 0 0 0 BARBARA BALENTINE GOVERNOR 2.00 X 0 0 0 CARRIE BIRKHOFER GOVERNOR 2.00 X 0 0 0 RAMON CASTRO GOVERNOR 2.00 X 0 0 0 CARMEN GIL GOVERNOR 2.00 X 0 0 0 DAVID RAMOS GOVERNOR 2.00 X 0 0 0 HELEN DE YOUNG GOVERNOR 2.00 X 0 0 0 JEFF WARDWELL CHIEF PHILANTHROPY OFFICER 2.00 40.00 X 0 201892 53601 MELISSA GROSS DIR. OF STRATEGIC PLANNING 2.00 40.00 X 0 135241 48542 0 337133 102143 0 0 1 0 0 31520 2563167 150215 2594687 397641 397641 3531086 3539116 -8030 -8030 -8030 85640 31520 8940 76700 76700 3060998 -8030 0 474341 2809837 2809837 74824 74824 1805 1805 -1132 -1132 1162 1162 PURCHASED SERVICES 58187 58187 BANK CHARGES 1573 1573 CHILDRENS MIRACLE NETWO 938 938 SUBSCRIPTIONS 717 717 95 95 2948006 2810775 137231 0 1933462 727620 437065 821332 429286 272572 7923 13440 475 0 15081021 15837214 2552644 2775931 20441876 20448109 1786491 536714 5430 0 1791921 536714 X 12106345 13910281 6543610 6001114 18649955 19911395 20441876 20448109 X 112992 1075377 73071 X 0 1 X 1 0 X 1989976 4594327 1525279 1598798 2444472 12152852 1989976 4594327 1525279 1598798 2444472 12152852 1977524 10175328 333121 307662 211233 348607 397641 1598264 178252 25923 14614 81760 85640 386189 14137305 0.71980 0.68210 X PART II, LINE 10 - OTHER INCOME NATURE AND SOURCE 2022 2021 2020 2019 2018 FUNDRAISING EVENT REV. $85,640 $81,760 $14,614 25,923 79,172 GAMING EVENT REVENUES $0 $0 $0 0 99,080 TOTAL $85,640 $81,760 $14,614 25,923 178,252 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75250 0 X 0 1817923 21077 31215 51073 1913970 1853117 76575 -188903 -77134 1817923 1675245 360 264154 86641 1853117 1631065 100 65187 21107 1675245 1606393 38386 13714 1631065 0.16400 0.83600 0.00000 0 0 0 TRUST RECEIVABLE 58728 BENEFICIAL INTEREST IN ASSETS HELD AT CFMC 2717203 2775931 X 5683659 1075377 1540096 232227 2847700 2835959 74824 150215 225039 3060998 4422218 1540096 8940 1549036 2873182 74824 74824 2948006 PART V, LINE 4: BASED ON DONOR GUIDELINES THE FOUNDATION SPENDS THE EARNINGS FROM PERMANENT ENDOWMENT FUNDS ON PROGRAMS. IN THE ABSENCE OF SUCH SPECIFIC DONOR GUIDELINES, THE BOARD PLACES EARNINGS FROM THESE INVESTMENTS IN TEMPORARILY RESTRICTED FUNDS AND APPROPRIATES AND SPENDS MONIES AS AND WHEN THE PROGRAM REQUESTS FUNDS OR WHEN THE BOARD DEEMS IT PRUDENT TO DO SO. PART X, LINE 2: PART X - FIN 48 FOOTNOTE: THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, THEREFORE, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D CHANGE BENEFICIAL INTEREST HELD OTHERS........... $ 200,450 CHANGE IN FAIR MARKET VALUE OF TRUST............. 22,837 SPECIAL EVENTS EXPENSES.......................... 8,940 TOTAL 232,227 SCHEDULE D, PART XII, LINE 2D SPECIAL EVENT EXPENSES........................... $ 8,940 EVENT 1 117160 31520 85640 8940 117160 31520 85640 8940 8940 76700 1 SALINAS VALLEY HEALTH 450 EAST ROMIE LANE SALINAS CA 93901 946004020 2108947 0 N/A N/A OPERATIONS SUPPORT AND EQUIPMENT 1 PART I, LINE 2: FUNDS ARE REQUESTED BY THE SALINAS VALLEY HEALTH (SVH), BASED ON HOSPITAL NEEDS AND DONOR DESIGNATED FUNDS. THE SALINAS VALLEY HEALTH FOUNDATION (SVHF) DESIGNATES THE GRANT TO THE FUNDS REQUESTED. THE SVHF CEO WITH HELP FROM SVHS TRACKS HOW THE MONIES ARE EXPENDED AND THEIR IMPACT. THE CHILDREN'S MIRACLE NETWORK IS A PROGRAM OF THE SVHF. INDIVIDUALS OR ORGANIZATIONS MAY APPLY FOR MEDICAL NEEDS GRANTS THROUGH THE CMNH PROGRAM. THESE ARE EXTERNAL FUNDING REQUESTS, NOT SVHS REQUESTS. EXTERNAL FUNDING REQUESTS OF $2,500 OR LESS ARE REVIEWED, CONSIDERED AND APPROVED BY THE DIRECTOR OF OPERATIONS. EXTERNAL FUNDING REQUESTS OVER $2,500 ARE CONSIDERED BY THE SVHF FINANCE COMMITTEE, AND IF RECOMMENDED, ARE APPROVED BY THE SVHF BOARD. SVHF REQUESTS THAT ALL FUNDS ALLOCATED ON BEHALF OF INDIVIDUAL CHILDREN REPORT ON HOW THE FUNDS WERE USED WITHIN ONE YEAR OF RECEIVING THE FUNDS. 0 0 0 0 0 0 0 0 0 JEFF WARDWELL CHIEF PHILANTHROPY OFFICER 0 201892 0 0 0 0 19500 0 34101 0 53601 201892 0 0 MELISSA GROSS DIR. OF STRATEGIC PLANNING 0 135241 0 0 0 0 9977 0 38565 0 48542 135241 0 0 PART I, LINE 3 COMPENSATION IS BASED UPON AN AGREED UPON AMOUNT BETWEEN SALINAS VALLEY HEALTH AND THE SALINAS VALLEY HEALTH FOUNDATION BASED ON MARKET SALARIES AND COST OF LIVING ADJUSTMENTS. THE COMPENSATION IS PAID DIRECTLY BY SALINAS VALLEY HEALTH. X 1 75250 FMV X 1711 FMV X 1 70851 FMV X TOYS 1 1080 FMV X GIFT CERTIFICATES 4 973 FMV X WIGS & WIG STANDS 1 350 FMV 1 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BARBARA BALENTINE AND BILL HASTIE HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 THIS EXEMPT ORGANIZATION IS REPORTING A SIGNIFICANT CHANGE, FORMALLY KNOWN AS THE SALINAS VALLEY MEMORIAL HOSPITAL FOUNDATION, IT HAS NOW BECOME THE SALINAS VALLEY HEALTH FOUNDATION. ATTACHED TO THIS EXPLANATION ARE COPIES OF THE AMENDED BY LAWS AND PROOF OF FILLING WITH THE STATE OF CALIFORNIA CERTIFICATE OF AMENDMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PRESENTED TO AUDIT COMMITTEE, AND THE AUDIT COMMITTEE WILL MAKE A REPORT TO THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS ARE GIVEN POLICY TO SIGN ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 ALSO IN REFERENCE TO FORM 990 SCHEDULE J, PART 1, QUESTION 3, THE FOUNDATION DOES NOT HAVE A COMPENSATION POLICY BECAUSE IT HAS NO COMPENSATED EMPLOYEES. COMPENSATION PAID BY RELATED ORGANIZATION IS BASED ON THE RELATED ORGANIZATION'S COMPENSATION POLICIES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. THOSE INTERESTED CAN CONTACT SVHF AT 831-759-1823. FORM 990, PART VII - COMPENSATION EXPLANATION COMPENSATION IS BASED UPON AN AGREED UPON AMOUNT BETWEEN SALINAS VALLEY HEALTH AND THE SALINAS VALLEY HEALTH FOUNDATION BASED ON MARKET SALARIES AND COST OF LIVING ADJUSTMENTS. THE COMPENSATION IS PAID DIRECTLY BY SALINAS VALLEY HEALTH. FORM 990, PART XI, LINE 9: CHANGES IN FMV OF ASSESTS HELD BY OTHERS 200,449. CHANGES IN FMV OF TRUST 22,837. NON-CASH CONTRIBUTION -150,215. SALINAS VALLEY HEALTH 450 E ROMIE LANE SALINAS CA 93901 946004020 PUBLIC DISTRICT HOSPITAL CA N/A N/A 0 CHILDREN'S MIRACLE NETWORK 205 WEST 700 SOUTH SALT LAKE CITY UT 84101 870387205 RAISE FUNDS FOR CMN HOSPITALS UT 501(C)(3) 9 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0