2025-04-28T08:43:56-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 942909990 SEQUOIA HOSPITAL FOUNDATION SEQU 6503675657 170 ALAMEDA DE LAS PULGAS REDWOOD CITY CA CA 94062 TOM CORTOPASSI SECRETARY/TREASURER 6503675657 2025-04-25 0 1 FRANK SMITH P00639053 2022274000 2025-04-25 2023 2025-03-06 01:10:19Z TOM CORTOPASSI 170 ALAMEDA DE LAS PULGAS REDWOOD CITY CA CA 94062 20644316 0 X WWW.SEQUOIAHOSPITALFOUNDATION.ORG X 1982 CA TO RAISE FUNDS AND CULTIVATE OTHER RESOURCES TO SUPPORT SEQUOIA HOSPITAL. 15 15 0 15 0 0 1796124 3778237 0 0 357186 75160 -41062 14377 2112248 3867774 3082744 3395078 0 0 0 0 0 0 162479 331229 339406 3413973 3734484 -1301725 133290 24845432 27624798 0 0 24845432 27624798 THE MISSION OF SEQUOIA HOSPITAL FOUNDATION IS TO DEVELOP AND SECURE FUNDS AND OTHER RESOURCES, TO ENCOURAGE AWARENESS OF THE ONGOING NEEDS AND CAPABILITIES OF SEQUOIA HOSPITAL, AND TO ASSIST SEQUOIA HOSPITAL IN REACHING ITS GOALS AND OBJECTIVES. 0 0 3395078 3395078 THROUGH ONGOING CAMPAIGNS, ANNUAL APPEALS, SPECIAL EVENTS AND GENEROUS UNSOLICITED CONTRIBUTIONS, SEQUOIA HOSPITAL FOUNDATION (THE FOUNDATION) IS ABLE TO SUPPORT PATIENT CARE, PROGRAMS AND FACILITIES AT SEQUOIA HOSPITAL (THE HOSPITAL). IN CLOSE ALIGNMENT WITH THE HOSPITAL'S STRATEGIC PLAN, THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO MEET IDENTIFIED HOSPITAL NEEDS. IN ADDITION, THE FOUNDATION IS ACTIVELY RAISING FUNDS TO SUPPORT THE SERVICE LINES AT SEQUOIA HOSPITAL, INCLUDING THE HEART & VASCULAR INSTITUTE, BIRTH CENTER, AND KENNETT NURSING SCHOLARSHIP. 3395078 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X TOM CORTOPASSI 6503675712 170 ALAMEDA DE LAS PULGAS REDWOOD CITY CA 94062 BEVERLY JOYCE MD CHAIR 1.00 X X 0 0 0 KEN TEHANEY IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 PARAAG MARATHE VICE CHAIR 1.00 X X 0 0 0 TOM CORTOPASSI SECRETARY/TREASURER 1.00 X X 0 0 0 LISA BRENNAN BOARD MEMBER 1.00 X 0 0 0 SABRINA FRANCIS BOARD MEMBER AS OF 7/2023 1.00 X 0 0 0 WILLIAM GRAHAM BOARD MEMBER 1.00 X 0 0 0 TED HANNIG BOARD MEMBER 1.00 X 0 0 0 BERNADETTE MELLOTT BOARD MEMBER AS OF 7/2023 1.00 X 0 0 0 SYLVIA NELSON BOARD MEMBER 1.00 X 0 0 0 BAHMAN NOURI MD BOARD MEMBER UNTIL 6/2024 1.00 X 0 0 0 JULIE SAN FILIPPO BOARD MEMBER 1.00 X 0 0 0 MARISA SAN FILIPPO BOARD MEMBER 1.00 X 0 0 0 MARYLUE TIMPSON BOARD MEMBER 1.00 X 0 0 0 DARLENE WOODSON BOARD MEMBER 1.00 X 0 0 0 LINDSEY HINCKS PRESIDENT 40.00 X 247345 0 3281 ERIN CALLAGHAN PHILANTHROPY OPERATION MANAGER 40.00 X 134057 0 27467 TAYLOR R LIBERATOR MANAGER, ANNUAL AND SPECIAL GIVING 40.00 X 105694 0 19779 SUKHIE BAL DIRECTOR OF DEVELOPMENT 40.00 X 130861 0 50075 617957 0 100602 6 0 1 1 0 97214 3681023 76135 3778237 338613 338613 16420491 16683944 -263453 -263453 -263453 76796 97214 92598 -15802 -15802 5600 0 5600 5600 CHANGE IN SPLIT-INTEREST AGREEM. 900099 24579 24579 24579 3867774 0 0 89537 3395078 3395078 56405 56405 51782 51782 66105 33870 32235 30337 4212 26125 89639 89639 19780 19780 7267 7267 OTHER 12327 1711 10616 TRAINING 4487 623 3864 DUES AND SUBSCR. 1277 1277 3734484 3395078 176927 162479 385147 376968 4590261 5018285 17891692 20012131 1476041 1688275 502291 529139 24845432 27624798 0 0 X 11304617 12242828 13540815 15381970 24845432 27624798 24845432 27624798 133290 2265854 380222 0 X X 0 1 X 1 0 X 1162723 1140884 3276438 1796124 3778237 11154406 1162723 1140884 3276438 1796124 3778237 11154406 1249677 9904729 324261 286093 318086 366619 338613 1633672 9148 232289 -33416 16689 24579 249289 13037367 172485 0.75970 0.67010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CHANGE IN BENEFICIAL INTEREST IN SPLIT-INTEREST AGREEMENTS - 2019 AMOUNT: $ 9,148. 2020 AMOUNT: $ 232,289. 2021 AMOUNT: $ -33,416. 2022 AMOUNT: $ 16,689. 2023 AMOUNT: $ 24,579. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12171424 47713 1525279 739728 13004688 11654067 1200 1091537 575380 12171424 13621756 142034 -1612424 497299 11654067 11218715 11919 2887062 495940 13621756 11529291 17575 240582 568733 11218715 0.80988 0.14159 0.04852 0 0 0 OFF-SHORE LIMITED COMPANY 1688275 F 1688275 X 7595869 2265854 1421425 92598 3779877 3815992 51782 51782 3867774 4816503 1041203 92598 1133801 3682702 51782 51782 3734484 PART V, LINE 4: THE FOUNDATION INTENDS TO HOLD ITS ENDOWMENT FUND FOR THE LONG TERM AND USE THE EARNINGS TO SUPPORT THE HOSPITAL. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 92,598. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 92,598. ORTHO FUNDRAISER 29950 12950 17000 3225 9315 4640 2402 GOLF TOURNAMENT 144060 84264 59796 1905 37910 23591 1850 7760 174010 97214 76796 1905 41135 32906 6490 10162 92598 -15802 5600 0 5600 5600 0 0 0 0 0 0 1 DIGNITY HEALTH DBA SEQUOIA HOSPITAL 170 ALAMEDA DE LAS PULGAS REDWOOD CITY CA 94062 941196203 501(C)(3) 3348948 46130 FMV HAND-MADE ITEMS TO DISTRIBUTE TO PATIENTS TO SUPPORT THE HOSPITAL IN REACHING ITS GOALS AND OBJECTIVES 1 0 PART I, LINE 2: THE FOUNDATION DISBURSES THE VAST MAJORITY OF ITS GRANTS TO THE HOSPITAL TO FUND SPECIFIC PURCHASES, PROJECTS OR PROGRAMS, IN CLOSE ALIGNMENT WITH THE HOSPITAL'S STRATEGIC PLAN. THE FOUNDATION INVITES GRANT REQUESTS FROM THE HOSPITAL FOR EQUIPMENT AND PROGRAMS TO ENHANCE PATIENT CARE. GRANT REQUESTS ARE CONSIDERED CAREFULLY BY THE FINANCE/GRANTS COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. BEFORE GRANT FUNDS ARE PAID TO THE HOSPITAL, FOUNDATION STAFF PERSONALLY CONFIRM THAT RELEVANT ITEMS HAVE BEEN RECEIVED. GRANT DISBURSEMENTS ARE THEN MADE, BASED ON COPIES OF INVOICES RECEIVED. 0 0 0 0 0 0 0 1 0 LINDSEY HINCKS PRESIDENT 146745 0 51000 0 49600 0 0 0 3281 0 250626 0 0 0 SUKHIE BAL DIRECTOR OF DEVELOPMENT 124773 0 5821 0 267 0 9080 0 40995 0 180936 0 0 0 ERIN CALLAGHAN PHILANTHROPY OPERATION MANAGER 129718 0 3041 0 1298 0 14677 0 12790 0 161524 0 0 0 PART I, LINE 3 ALL EMPLOYEES OF THE SEQUOIA HOSPITAL FOUNDATION ARE COMPENSATED BY THE COMMON SPIRIT HEALTH, AN UNRELATED ORGANIZATION EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). PART I, LINE 7 LINDSEY HINCKS WAS PAID MOVING AND RELOCATION EXPENSES OF $48,472 FOR CALENDAR YEAR 2023. X 45950 FMV X 5 30005 FMV X 1 180 SALES PRICE 0 1 0 PART I, COLUMN (B): THE TOTAL REPRESENTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS THAT WERE RECEIVED FOR THE YEAR ENDED JUNE 30, 2024. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE POLICY IS COMPLETED AND CHECKED ANNUALLY. WE ALSO USE A FORMAL RFP PROCESS AND DOUBLE CHECK POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND INFORMATIONAL RETURNS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.