2024-07-11T14:49:32-05:00 2023-08-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2022-09-01 770191730 COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA FOUNDATION COMM 5594596000 1560 E SHAW AVENUE FRESNO CA 93710 DEBORAH MOFFETT VICE FINANCIAL OFFICER 5594596000 2024-07-09 1 DEBORAH MOFFETT 999009999 1 TRACY S PAGLIA P00366884 2099556100 2024-07-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CRAIG S CASTRO 1560 E SHAW AVENUE FRESNO CA 93710 16853999 0 X WWW.COMMUNITYMEDICAL.ORG X 1986 CA CHCC FOUNDATION'S MISSION IS TO SUPPORT COMMUNITY HEALTH SYSTEM'S (CHS) OTHER AFFILIATED, NOT-FOR-PROFIT COMPANIES, THEREBY, BETTERING THE LIVES OF ALL THOSE WE SERVE. 14 11 19 125 0 0 10544224 16040264 0 0 35449 303618 133246 -305284 10712919 16038598 5308290 7515837 0 0 2736000 2969000 0 0 3802660 1180379 1606075 9224669 12090912 1488250 3947686 39166436 48921231 18302868 24109977 20863568 24811254 CHCCF EXISTS TO BETTER THE LIVES OF ALL THOSE WE SERVE. 0 0 8103229 7515837 0 THROUGH THE GENEROUS CONTRIBUTIONS OF THE COMMUNITY, THE ORGANIZATION FUNDED $7,515,837 OF FRESNO COMMUNITY HOSPITAL AND MEDICAL CENTER'S, COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA, AND COMMUNITY HEALTH PARTNER'S MEDICAL AND OPERATING EQUIPMENT ACQUISITIONS, IT DEFRAYED $2,431,253 OF ITS PATIENT CARE OPERATING EXPENDITURES. 8103229 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 X 7 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 11 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X DEBORAH MOFFETT 5594596000 1560 E SHAW AVE FRESNO CA 93710 CRAIG S CASTRO PRESIDENT, CHIEF EXECUTIVE OFFICER 0.00 60.00 X 0 1932845 669784 CRAIG WAGONER EVP, CHIEF OPERATING OFFICER 0.00 56.90 X 0 1624136 32940 CHRISTOPHER NEUMAN SVP, CHIEF FINANCIAL OFFICER 0.00 60.00 X 0 1181654 37775 BRIANNE L MARRIOTT - SECOND VS THRU 12/22/SVP CHIEF LEGAL OFFICER 0.00 55.00 X 0 899455 37359 ROGER LARSEN - SVP CHIEF FINANCIAL OFFICER THRU 08/22 0.00 55.00 X 0 897209 31648 KATHRYN ZENOVICH SVP, DEVELOPMENT & EXTERNAL AFFAIRS 55.00 0.00 X 782890 0 46737 JOSEPH NOWICKI - FORMER SVP, CORPORATE CFO THRU 04/21 0.00 0.00 X 0 569995 15297 DEBORAH MOFFETT - VICE FINANCIAL OFFICER/VP, FINANCE 0.00 55.00 X 0 468322 32293 TIM JOSLIN - FORMER PRESIDENT CHIEF EXECUTIVE OFFICER THRU 07/20 0.00 0.00 X 0 482216 5567 JUANITA HERNANDEZ - FRMR FIRST VS/SECOND VS/DIR CORP GOV THRU 02/22 0.00 55.00 X 0 290852 6233 ISABEL MARTINEZ - FIRST VS MANAGER CORP GOVERNANCE 0.00 45.00 X 0 126103 26770 KELLY O'BRIEN FOUNDATION OPERATIONS MANAGER 50.00 0.00 X 134185 0 8142 VONGSAVANH MOUANOUTOUA DIRECTOR EXT RELATIONS/PROJECT DEV 50.00 0.00 X 131979 0 6969 CATHERINE LAFFERTY DIRECTOR DEVELOPMENT 50.00 0.00 X 111405 0 17451 LYNN MACKEY CONSULTANT THRU 04/23 50.00 0.00 X 100944 0 21757 JOHN COAKLY DEVELOPMENT OFFICER 3 50.00 0.00 X 100160 0 17345 WAGIH IBRAHIM MD BOARD MEMBER 0.30 1.60 X 0 78150 0 KATHY MELENDEZ SECOND VICE-SECRETARY AS OF 01/23 0.00 40.00 X 0 70116 164 AMIR FATHI MD BOARD MEMBER THRU 09/22 0.30 1.60 X 0 52800 0 FARID ASSEMI CHAIR THRU 04/23 0.30 1.60 X X 0 0 0 ROGER STURDEVANT CHAIR AS OF 04/23 0.30 3.50 X X 0 0 0 GREG ESTEP CHAIR ELECT AS 04/23 0.30 3.50 X X 0 0 0 SUSAN ABUNDIS SECRETARY THRU 12/22, BOARD MEMBER 0.30 1.60 X X 0 0 0 KAREN MCCAFFREY SECRETARY AS OF 01/23 0.30 1.60 X X 0 0 0 LORI BENNETT EDD BOARD MEMBER 0.30 1.60 X 0 0 0 RONALD BIERMA MD BOARD MEMBER 0.30 1.60 X 0 0 0 KEITH BOONE MD BOARD MEMBER 0.30 1.60 X 0 0 0 MARK COELHO BOARD MEMBER AS OF 02/23 0.30 1.60 X 0 0 0 JERRY COOK BOARD MEMBER THRU 12/22 0.30 1.60 X 0 0 0 GERARDO HERNANDEZ BOARD MEMBER AS 06/23 0.30 1.60 X 0 0 0 JOHN MCGREGOR BOARD MEMBER THRU 12/22 0.30 1.60 X 0 0 0 LELAND PARNAGIAN BOARD MEMBER AS OF 02/23 0.30 1.60 X 0 0 0 JOSHUA PETERSON BOARD MEMBER 0.30 1.60 X 0 0 0 RUTHIE QUINTO BOARD MEMBER 0.30 1.60 X 0 0 0 CHANDRASEKAR VENUGOPAL MD BOARD MEMBER 0.30 1.60 X 0 0 0 LINZIE DANIEL PAST CHAIR 0.30 1.60 X 0 0 0 1361563 8673853 1014231 6 1 1 0 0 746947 117135 15176182 587392 16040264 303618 303618 510117 746947 815401 -305284 -305284 16038598 0 0 -1666 7515837 7515837 839375 839375 1555307 1555307 216679 216679 204005 204005 153634 153634 197020 98510 98510 500548 500548 31698 15849 15849 8000 4000 4000 15625 2344 13281 6227 6227 24000 24000 8000 8000 NON-CASH CONTRIB DISTRI 587392 587392 MEALS 115561 9245 106316 DUES & SUBSCRIPTIONS 95156 95156 16848 16848 12090912 8103229 185023 3802660 141 206 28064087 36730710 11073181 12164249 24976 24128 77390 75452 4051 1938 39166436 48921231 438552 312372 17864316 23797605 18302868 24109977 X -16767173 -20401333 37630741 45212587 20863568 24811254 39166436 48921231 3947686 0 X 0 1 X 1 0 X 6134500 9128296 7926340 10544224 16040264 49773624 6134500 9128296 7926340 10544224 16040264 49773624 5611178 44162446 26605 35449 303618 365672 50139296 1990834 0.88080 0.74620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 551063 5309 5179 561551 484030 57769 9264 551063 383593 95268 17169 12000 484030 383593 383593 383593 383593 0.30000 0.70000 0.00000 0 0 77390 75452 1938 1938 PAYABLE TO AFFILIATES 23797605 23797605 PART V, LINE 4: $383,593 OF THE ENDOWMENT REPORTED IN PART V IS A PERMANENT ENDOWMENT TO PROVIDE A PERMANENT SOURCE OF INCOME TO SUPPORT PATIENT CARE. $177,958 IS A QUASI-ENDOWMENT TO SUPPORT TERRY'S HOUSE. FORM 990, SCHEDULE D, PART X, LINE 2: THERE IS NO FOOTNOTE FOR FIN 48 IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS DUE TO IMMATERIALITY. WHSN 637390 385257 252133 173181 39803 106671 45566 79772 FIRE AND ICE 385027 210450 174577 115137 41757 54788 35213 21539 2 234647 151240 83407 28130 21219 18214 3093 31318 1257064 746947 510117 316448 102779 179673 83872 132629 815401 -305284 1 FRESNO COMMUNITY HOSPITAL AND MEDICAL CENTER 1560 E SHAW AVENUE FRESNO CA 93710 941156276 501(C)(3) 6739125 0 CAPITAL AND OPERATING EXPENSES COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA 1560 E SHAW AVENUE FRESNO CA 93710 942864615 501(C)(3) 693514 0 OPERATING EXPENSES COMMUNITY HEALTH PROVIDERS 45 RIVER PARK PLACE WEST SUITE 507 FRESNO CA 93720 852103299 501(C)(3) 83198 0 CAPITAL EXPENSES 3 0 PART I, LINE 2: CHCC FOUNDATION IS GOVERNED BY A BOARD OF TRUSTEES THAT SETS POLICY AND IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF GRANTS. X 1 1 X X X X 1 1 0 0 0 0 0 1 0 CRAIG S CASTRO PRESIDENT, CHIEF EXECUTIVE OFFICER 0 1578019 0 125000 0 229826 0 645288 0 24496 0 2602629 0 0 CRAIG WAGONER EVP, CHIEF OPERATING OFFICER 0 1034804 0 474123 0 115209 0 18300 0 14640 0 1657076 0 0 CHRISTOPHER NEUMAN SVP, CHIEF FINANCIAL OFFICER 0 734005 0 356140 0 91509 0 18300 0 19475 0 1219429 0 0 BRIANNE L MARRIOTT - SECOND VS THRU 12/22/SVP CHIEF LEGAL OFFICER 0 598724 0 248075 0 52656 0 18300 0 19059 0 936814 0 0 ROGER LARSEN - SVP CHIEF FINANCIAL OFFICER THRU 08/22 0 722767 0 66667 0 107775 0 15250 0 16398 0 928857 0 0 KATHRYN ZENOVICH SVP, DEVELOPMENT & EXTERNAL AFFAIRS 530007 0 216774 0 36109 0 24400 0 22337 0 829627 0 0 0 JOSEPH NOWICKI - FORMER SVP, CORPORATE CFO THRU 04/21 0 0 0 0 0 569995 0 0 0 15297 0 585292 0 0 DEBORAH MOFFETT - VICE FINANCIAL OFFICER/VP, FINANCE 0 354173 0 106851 0 7298 0 24400 0 7893 0 500615 0 0 TIM JOSLIN - FORMER PRESIDENT CHIEF EXECUTIVE OFFICER THRU 07/20 0 0 0 0 0 482216 0 0 0 5567 0 487783 0 0 JUANITA HERNANDEZ - FRMR FIRST VS/SECOND VS/DIR CORP GOV THRU 02/22 0 29257 0 0 0 261595 0 2508 0 3725 0 297085 0 0 ISABEL MARTINEZ - FIRST VS MANAGER CORP GOVERNANCE 0 97505 0 26699 0 1899 0 9236 0 17534 0 152873 0 0 PART I, LINE 1A THE FOUNDATION PAID SOCIAL CLUB DUES FOR KATHRYN ZENOVICH, SVP, DEVELOPMENT OFFICER. SHE IS A FUNDRAISER AND OFTEN ATTENDS THE CLUB FOR WORK-RELATED DUTIES. THE EXPENSE IS TREATED AS TAXABLE COMPENSATION AND REPORTED ON FORM W-2. PART I, LINES 4A-B LINE 4A: SEVERANCE AGREEMENTS WERE MADE BETWEEN THE ORGANIZATION AND THREE EMPLOYEES: TIM JOSLIN, JOSEPH NOWICKI, AND JUANITA HERNANDEZ. UNDER THESE AGREEMENTS, PAYMENTS WERE MADE DURING 2022 FOR ALL THREE EMPLOYEES. DETAILS OF THE TERMS AND CONDITIONS OF THE SEVERANCE AGREEMENTS ARE AVAILABLE TO THE IRS UPON REQUEST. LINE 4B: DURING THE YEAR, CRAIG S. CASTRO PARTICIPATED IN A SERP PLAN. A CONTRIBUTION OF $620,888 WAS MADE IN 2022. KATHRYN ZENOVICH PARTICIPATED IN A CAP-EX PLAN IN LIEU OF A SERP. THE CAP-EX PLAN IS HELD BY A RELATED TAX-EXEMPT ORGANIZATION. THE BALANCE THAT WOULD HAVE BEEN REPORTED ON THE FOUNDATION'S SCHEDULE L, PART II AT AUGUST 31, 2023 WAS $594,615 HAD THE REPORTING REQUIREMENT BEEN MET. PART I, LINE 7 DURING THE YEAR, KATHRYN ZENOVICH RECEIVED A DISCRETIONARY BONUS. X 626 FMV X 27418 FMV X 91 14669 FMV X 3 165 FMV X EVENT ITEMS 339 389861 FMV X TOILETRIES 19 68205 FMV X MEALS 27 66732 FMV X MISCELLANEOUS 26 19716 FMV 0 0 1 0 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN PART I, COLUMN (B). FORM 990, PART V, LINES 1 & 2: COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA IS THE CENTRAL PAYOR FOR ITSELF, COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA FOUNDATION, COMMUNITY HEALTH PARTNERS, AND FRESNO COMMUNITY HOSPITAL AND MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 2 FARID ASSEMI, SUSAN ABUNDIS, AND JOHN MCGREGOR, ESQ. - BUSINESS RELATIONSHIP FARID ASSEMI AND JOSHUA PETERSON - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 4 DURING FY 2023, THE BOARD OF TRUSTEES AMENDED ITS BYLAWS TO: A) ELIMINATE CERTAIN NON-VOTING EX OFFICIO GUEST POSITIONS; B) CONVERT THE PAST CHAIR INTO A NON-OFFICER POSITION; C) CLARIFY THAT THE BOARD SELECTS THE MEMBERS OF EACH BOARD COMMITTEE AFTER RECEIPT OF NON-BINDING RECOMMENDATIONS FROM THE BOARD CHAIR, D) REMOVE THE EXECUTIVE COMMITTEE'S DUTY TO REVIEW THE FORM 990 PRIOR TO FILING, AS THE FULL BOARD REVIEWS THE FORM 990; AND E) REDUCE OVERLAP IN THE MEMBERSHIP OF THE AUDIT & COMPLIANCE COMMITTEE AND THE FINANCE AND PLANNING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA (CHCC) IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER HAS THE SOLE AND EXCLUSIVE RIGHT TO APPOINT ALL OF THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER HAS THE RIGHTS OF MEMBERS CONFERRED BY CHAPTER 3 OF THE NONPROFIT PUBLIC BENEFIT CORPORATION LAW, SECTIONS 5310 - 5354, WHICH INCLUDES THE RIGHTS TO APPROVE AMENDMENTS TO THE ARTICLES, BYLAWS AND SALE OF ASSETS OUTSIDE THE NORMAL COURSE OF BUSINESS. THE MOST RECENT AMENDED ARTICLES OF INCORPORATION PROVIDES THAT UPON DISSOLUTION ALL REMAINING ASSETS WILL BE DISTRIBUTED TO CHCC OR ITS SUCCESSORS. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF AN INITIAL REVIEW BY SENIOR MANAGEMENT, THE FORM IS REVIEWED BY THE BOARD OF TRUSTEES. THE FINALIZED FORM 990 THEN BECOMES A RECORD OF THE ORGANIZATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF COMMITTEE WITH BOARD DELEGATED POWERS SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: 1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; 2) HAS READ AND UNDERSTANDS THE POLICY; 3) HAS AGREED TO COMPLY WITH THE POLICY; AND 4) UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER COMMITTEE WITH BOARD DELEGATED POWERS ALSO COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT PRIOR TO THE ASSIGNMENT OF THEIR DUTIES AND THEREAFTER ON AN ANNUAL BASIS. THE STATEMENT ASKS SPECIFIC QUESTIONS THAT WOULD DETERMINE IF THERE ARE CONFLICTS OF INTERESTS. CHS'S CHIEF AUDITOR, ETHICS & COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER REVIEW THE RESPONSES AND DETERMINE WHETHER THERE IS A CONFLICT BASED ON POLICY. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE DIRECTOR, PRINCIPAL OFFICER, OR MEMBER COMMITTEE WITH BOARD DELEGATED POWERS WILL BE REMOVED FROM DECISION MAKING AS IT PERTAINS TO THAT CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION RESTS WITH THE BOARD'S EXECUTIVE COMPENSATION SUBCOMMITTEE. THE COMMITTEE WILL "CONSIDER ALL MATTERS INVOLVING COMPENSATION AND BENEFITS OF (I) CORPORATE OFFICERS WHO ARE CLASSIFIED AS & "DISQUALIFIED PERSONS" PURSUANT TO INTERNAL REVENUE CODE SECTION 4958; (II) ALL OTHER CORPORATE OFFICERS WHO ARE SENIOR VICE PRESIDENTS AND EXECUTIVE VICE PRESIDENTS AND (III) THE PRESIDENT/CHIEF EXECUTIVE OFFICER." THROUGH THE EXECUTIVE COMPENSATION SUBCOMMITTEE, THE BOARD HAS ENGAGED SULLIVAN, COTTER AND ASSOCIATES, INC. TO CONDUCT A TOTAL COMPENSATION REVIEW FOR THOSE INDIVIDUALS IDENTIFIED IN THEIR SCOPE OF RESPONSIBILITY. FOR TAX YEAR 2023, THIS PROCESS WAS COMPLETED NOVEMBER, 2022. FORM 990, PART VI, SECTION C, LINE 19 FEDERAL TAX LAWS DO NOT REQUIRE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS AND POLICIES RELATED TO CONFLICTS OF INTEREST BE MADE AVAILABLE FOR PUBLIC INSPECTION. THE CONSOLIDATED FINANCIAL STATEMENTS OF COMMUNITY HEALTH SYSTEM, OF WHICH FILING ENTITY IS A PART, ARE ATTACHED TO THE FORM 990 OF FILING ENTITY'S AFFILIATE, FRESNO COMMUNITY HOSPITAL AND MEDICAL CENTER AND ARE THEREFORE PUBLICLY AVAILABLE. HEADING, BOX C: OTHER DBAS USED: COMMUNITY HEALTH FOUNDATION COMMUNITY MEDICAL FOUNDATION COMMUNITY HEALTH SYSTEM, OFFICE OF PHILANTHROPY COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA 1560 E SHAW AVENUE FRESNO CA 93710 942864615 SUPPORTING ORG CA 501(C)(3) LINE 12B, II N/A 1 FRESNO COMMUNITY HOSPITAL AND MEDICAL CENTER 1560 E SHAW AVENUE FRESNO CA 93710 941156276 HOSPITAL CA 501(C)(3) LINE 3 COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA 1 COMMUNITY HEALTH PARTNERS 45 RIVER PARK PLACE WEST SUITE 507 FRESNO CA 93720 852103299 HEALTHCARE CA 501(C)(3) LINE 3 FRESNO COMMUNITY HOSPITAL AND MEDICAL CENTER 0 AMI REALTY PARTNERS LP 1560 E SHAW AVENUE FRESNO CA 93710 203709876 REAL PROPERTY RENTAL CA N/A 0 0 AMSURG CMC ASC VENTURES LLC 1A BURTON HILLS BOULEVARD SUITE 300 NASHVILLE TN 37215 883433826 HOLDING COMPANY TN N/A 0 0 COMMUNITY HEALTH ENTERPRISES INC 789 N MEDICAL CENTER DRIVE EAST CLOVIS CA 93611 770175659 PHARMACY SALES CA N/A C 0 COMMUNITY CARE HEALTH PLAN INC 789 N MEDICAL CENTER DRIVE EAST CLOVIS CA 93611 770246798 HEALTH CARE PLAN CA N/A C 0 COMMUNITY INSURANCE SERVICES COMPANY 789 N MEDICAL CENTER DRIVE EAST CLOVIS CA 93611 980674776 INSURANCE CJ N/A C 0 COMMUNITY CHOICE IPA 789 N MEDICAL CENTER DRIVE EAST CLOVIS CA 93611 NONE CA N/A C 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 FRESNO COMMUNITY HOSPITAL & MEDICAL CENTER B 6739125 CASH COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA B 693514 CASH COMMUNITY HEALTH PARTNERS B 83198 CASH COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA P 649489 CASH FRESNO COMMUNITY HOSPITAL & MEDICAL CENTER R 4414908 CASH