2024-03-20T17:30:11-05:00 2023-06-30 952972229 DANIELLS PHILLIPS VAUGHAN & BOCK 300 NEW STINE ROAD BAKERSFIELD CA 93309 990 2022-07-01 953555043 BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION BAKE 6615410190 PO BOX 2401 BAKERSFIELD CA 933032401 KEN KELLER PRESIDENT AND CEO 6615410190 2024-02-26 1 KEN KELLER 999009999 0 PATRICK W PAGGI CPA P01223476 6618347411 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEN KELLER PO BOX 2401 BAKERSFIELD CA 933032401 4611474 0 X WWW.SUPPORTBAKERSFIELD.ORG X 1998 CA THE PROCUREMENT AND EXTENSION OF FINANCIAL AID TOWARD THE OPERATION, MAINTENANCE AND MODERNIZATION OF FACILITIES OF MEMORIAL HEALTH SYSTEMS, INC., AND BAKERSFIELD MEMORIAL HOSPITAL ITS AFFILIATED ENTITIES. SO THAT THE GREATEST AMOUNT OF HEALTH CARE SERVICES MAY BE EXTENDED TO THE GREATEST NUMBER OF PERSONS SERVED BY MEMORIAL HEALTH SYSTEMS, INC. AND ITS AFFILIATED ENTITIES. THESE ACTIVITIES MAY BE BROAD IN SCOPE, AND AMONG OTHER THINGS, MAY INCLUDE AN ENDOWMENT FOR MEDICAL RESEARCH, THE ESTABLISHMENT OF MEDICAL AND PARAMEDICAL SCHOLARSHIPS AND THE FUNDING OF PROGRAMS, FACILITIES OR EQUIPMENT TO ENHANCE THE DELIVERY OF HEALTH SERVICES TO THE AREA. 30 30 0 27 0 0 2657066 4249185 0 0 135229 103989 -29037 158656 2763258 4511830 37500 10000 0 0 289483 321496 0 0 356914 1607818 1595943 1934801 1927439 828457 2584391 6587629 9223243 8560 0 6579069 9223243 SEE SCHEDULE O FORM 990, PART I, LINE 1 FOR DESCRIPTION 0 0 1394998 THE ORGANIZATION MAKES DISTRIBUTIONS TO BAKERSFIELD MEMORIAL HOSPITAL TO ASSIST IN THE COST OF ACQUIRING NEW EQUIPMENT AND IN SUPPORT OF HEALTH CARE SERVICE PROGRAMS. 10000 10000 SCHOLARSHIPS TO QUALIFIED STUDENTS ENROLLED IN LOCAL COLLEGE AND UNIVERSITY NURSING EDUCATION PROGRAMS. 1404998 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X KEN KELLER 6615410190 420 34TH STREET BAKERSFIELD CA 93301 MICHAEL HAY BMHF CHAIR 0.30 X X 0 0 0 JULIE IRVIN CPA BMHF TREASURER 0.30 X X 0 0 0 DUANE KEATHLEY TRUSTEE, MEMER AT LARGE 0.30 X 0 0 0 KEN KELLER EX-OFFICIO 0.30 X X 0 0 0 TRACY KISER BMHF PAST CHAIR 0.30 X X 0 0 0 JAVIER BUSTAMENTE MD SECRETARY 0.30 X X 0 0 0 VICTORIA TRICHELLESQ BMHF FIRST-VICE CHAIR 0.30 X X 0 0 0 KEN BEURMANN TRUSTEE 0.30 X 0 0 0 MADHU BHOGAL MD TRUSTEE 0.30 X 0 0 0 STEPHANIE BOUEY ESQ TRUSTEE 0.30 X 0 0 0 L ROGERS BRANDON TRUSTEE, MEMER AT LARGE 0.30 X 0 0 0 GREG BYNUM TRUSTEE 0.30 X 0 0 0 JIM DAMIAN TRUSTEE 0.30 X 0 0 0 MELISSA FORTUNE CPA TRUSTEE 0.30 X 0 0 0 MELISSA FRANK JD TRUSTEE 0.30 X 0 0 0 EDYTA- CHRISTINA GRANT ESQ TRUSTEE 0.30 X 0 0 0 JACQUELINE HAY TRUSTEE 0.30 X 0 0 0 STEVE LOYD TRUSTEE 0.30 X 0 0 0 ASHA MUNGER MOFFETT TRUSTEE 0.30 X 0 0 0 GARRY NELSON TRUSTEE 0.30 X 0 0 0 JAMES NICKEL TRUSTEE 0.30 X 0 0 0 MONA PANKEY TRUSTEE 0.30 X 0 0 0 DOUGLAS PIERCE CPA TRUSTEE 0.30 X 0 0 0 TUESDY SMALL TRUSTEE 0.30 X 0 0 0 CALLIE SPITZER-JENKINS TRUSTEE 0.30 X 0 0 0 EUGENIA STEWART TRUSTEE 0.30 X 0 0 0 KURT STURZ DMD TRUSTEE 0.30 X 0 0 0 TIM SULLIVAN TRUSTEE 0.30 X 0 0 0 JAY TAMSI TRUSTEE 0.30 X 0 0 0 CARYL SCHWEITZER DIRECTOR OF PHILANTHROPY 40.00 X 0 119348 28070 0 119348 28070 0 0 0 0 0 287750 3961435 4249185 77272 77272 26717 0 26717 26717 26717 258300 287750 99644 158656 158656 4511830 0 0 262645 10000 10000 123848 64299 59549 197648 197648 31084 31084 4347 4347 99717 99717 14547 14547 10943 10943 1394998 1394998 SMALL EQUIPMENT 14770 14770 MISCELLANEOUS 10253 10253 VOLUNTEER/DONOR RECOGNI 8645 8645 BANK CHARGES 2514 2514 4125 4125 1927439 1404998 165527 356914 2781242 317765 1157611 6361048 224500 39200 163908 209250 46541 0 2213827 2295980 6587629 9223243 5000 0 3560 0 8560 0 X 2373655 2353268 4205414 6869975 6579069 9223243 6587629 9223243 2584391 59783 0 X X 0 1 X 1 0 X 2236601 2657066 4249185 9142852 2236601 2657066 4249185 9142852 9142852 23820 28502 77272 129594 9272446 0.98600 0.98940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70568 1151 450 71269 70710 8 150 70568 70852 8 150 70710 71091 61 300 70852 70965 176 50 71091 0.01780 0.98220 0 0 0 INVESTMENTS 2295980 F 2295980 X 4746081 59782 79172 -4347 134607 4611474 -99644 -99644 4511830 2101908 79172 99644 178816 1923092 4347 4347 1927439 PART V, LINE 4: SCHOLARSHIPS ARE GRANTED TO QUALIFIED STUDENTS ENROLLED IN LOCAL COLLEGE AND UNIVERSITY NURSING EDUCATION PROGRAMS. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES FOR YEARS BEFORE 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -4,347. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -99,644. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 99,644. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 4,347. GOLF TOURNAMENT 115480 90750 24730 4007 16559 HOT HAVANA NIGHTS 430570 197000 233570 37842 41236 546050 287750 258300 41849 57795 99644 158656 1 SCHOLARSHIPS 4 10000 CASH PART I, LINE 2: THE BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION HAS A SCHOLARSHIP APPLICATION PROCESS AND REVIEW FOR REWARDING GRANTS. SCHOLARSHIPS ARE GRANTED TO QUALIFIED STUDENTS ENROLLED IN LOCAL COLLEGE AND UNIVERSITY NURSING EDUCATION PROGRAMS FORM 990, PART VI, SECTION A, LINE 2 1. JACQUELINE HAY, TRUSTEE AND MIKE HAY, TRUSTEE - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE COMMITTEE ARE GIVEN A COPY TO REVIEW. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF DOCUMENT IS AVAILABLE UPON REQUEST. PART XII LINE 1 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION FOR THE YEAR ENDING JUNE 30, 2023 BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION (EIN: 95-3555043) IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). PART XII LINE 2C THERE WERE NO CHANGES TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. BAKERSFIELD MEMORIAL HOSPITAL 420 34TH STREET BAKERSFIELD CA 93301 951802797 HOSPITAL CA 501(C)(3) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 BAKERSFIELD MEMORIAL HOSPITAL B 1404998 ACTUAL BAKERSFIELD MEMORIAL HOSPITAL Q 626686 ACTUAL