2025-08-04T15:22:31-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-10-01 930946020 SKY LAKES MEDICAL CENTER FOUNDATION SKYL 5415398031 2865 DAGGETT AVENUE KLAMATH FALLS OR 97601 ANDREW MOLATORE CFO 5415398031 2025-08-04 1 1 CHAD SCHRAUFNAGEL P00446922 5032421447 2025-08-04 2023 2025-03-06 01:10:19Z DAVID CAUBLE 2865 DAGGETT AVENUE KLAMATH FALLS OR 97601 8907214 0 X WWW.SKYLAKES.ORG/FOUNDATION/ X 1986 OR TO ADVANCE THE VISION AND MISSION OF SKY LAKES MEDICAL CENTER THROUGH PHILANTHROPY; THE FOUNDATION'S WORK IS FUNDRAISING AND STEWARDSHIP. 16 14 0 14 0 0 1212440 583968 0 0 1034170 765050 -10340 -8151 2236270 1340867 1691438 1594059 0 0 154680 296606 0 0 3506 330926 292566 2177044 2183231 59226 -842364 24209640 30465230 254962 573570 23954678 29891660 TO ADVANCE THE VISION AND MISSION OF SKY LAKES MEDICAL CENTER THROUGH PHILANTHROPY; THE FOUNDATION'S WORK IS FUNDRAISING AND STEWARDSHIP. 0 0 1335160 1335160 SKY LAKES MEDICAL CENTER - FUNDS UTILIZED TO PURCHASE SPECIFIC EQUIPMENT FOR CONSTRUCTION AND OTHER PROJECTS AND PROGRAMS OF THE MEDICAL CENTER. 701654 258899 OTHER PROGRAMS INCLUDING: (1) PATIENT ASSISTANCE PROGRAMS FOR ITEMS OF COMFORT DURING TREATMENT AND FINANCIAL ASSISTANCE WHEN NEEDED UNDER THE DIRECTION OF THE DIRECTOR OF THE CANCER TREATMENT CENTER AND A CANCER COMMITTEE. PATIENT ASSISTANCE IS ALSO USED BY THE RESOURCE MANAGEMENT DEPARTMENT FOR ITEMS THAT CANNOT BE PURCHASED BY PATIENTS OR THEIR FAMILIES BUT ARE A NECESSITY FOR TREATMENT OR TRAVEL. (2) SCHOLARSHIPS PROVIDED FOR HEALTHCARE PROFESSIONALS AND PLAY AN IMPORTANT ROLE IN SUPPORTING THE HOSPITAL IN ATTRACTING AND RETAINING EXCEPTIONAL CLINICAL STAFF. (3) CHILD ABUSE RESPONSE AND EVALUATION SERVICES (CARES). 2036814 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 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 1 1 0 0 0 0 0 0 0 0 0 X 16 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 CA OR X MERRITT DRISCOLL 5415398031 2865 DAGGETT AVENUE KLAMATH FALLS OR 97601 CAUBLE DAVID PRESIDENT & SECRETARY 1.00 40.00 X X 0 607563 41529 MCREADIE GORDON BOARD MEMBER 1.00 40.00 X 0 489424 40736 LEDGERWOOD MARTY CHAIR 1.00 0.00 X X 0 0 0 SCHIESS TOM VICE CHAIR 1.00 0.00 X X 0 0 0 BELL JOHN BOARD MEMBER 1.00 3.00 X 0 0 0 BOIVIN AMY BOARD MEMBER 1.00 0.00 X 0 0 0 KANDRA CHRIS BOARD MEMBER 1.00 0.00 X 0 0 0 MCINNIS DOUG BOARD MEMBER 1.00 1.00 X 0 0 0 MOISA RADU BOARD MEMBER 1.00 1.00 X 0 0 0 NEEL BIGGS HEIDI BOARD MEMBER 1.00 1.00 X 0 0 0 SCANLAN JENNIFER BOARD MEMBER 1.00 0.00 X 0 0 0 WARREN WENDY BOARD MEMBER 1.00 1.00 X 0 0 0 WENDT ROD BOARD MEMBER 1.00 1.00 X 0 0 0 MONTJOY HOLLY BOARD MEMBER 1.00 0.00 X 0 0 0 SMITH ANDREW BOARD MEMBER 1.00 0.00 X 0 0 0 STORK DAVID BOARD MEMBER 1.00 1.00 X 0 0 0 DRISCOLL MERRITT DIRECTOR 20.00 0.00 X 128793 0 28450 JESPERSEN LAUREN DIRECTOR 40.00 0.00 X 129191 0 7760 257984 1096987 118475 2 0 1 0 FERGUSON WELLMAN CAPITAL MANAGEMENT 888 SW FIFTH AVE 1200 PORTLAND OR 97204 INVESTMENT MANAGEMENT 118000 1 31565 141487 410916 583968 8323246 7558196 765050 765050 765050 0 31565 8151 -8151 -8151 1340867 0 0 756899 1499692 1499692 94367 94367 266299 266299 8247 8247 11207 11207 10853 10853 2600 520 1040 1040 6165 1233 2466 2466 139405 139405 19091 19091 43363 43363 34032 34032 COMMUNITY ART PROJECTS 47910 47910 2183231 2036814 142911 3506 843326 675967 141114 208127 750000 750000 22475200 28831136 24209640 30465230 128896 109032 126066 464538 254962 573570 X 14403663 17846660 9551015 12045000 23954678 29891660 24209640 30465230 -842364 6779346 0 X 0 1 X 1 0 X X X 1 SKY LAKES MEDICAL CENTER 930508781 3 1 1335160 0 1 1335160 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 26 33750 602180 38750 300042 8106860 22281839 1 1 7550481 57022 2655149 124709 10137943 6328288 140000 1223786 141593 7550481 6981087 674284 -1322860 4223 6328288 5079505 220491 1757202 39000 37111 6981087 4567616 1700 538586 29111 -714 5079505 0.00000 0.00000 1.00000 0 0 0 DUE TO SLMC 464538 464538 X PART V, LINE 4: ENDOWMENTS ARE HELD BY SKY LAKES MEDICAL CENTER FOUNDATION FOR THE BENEFIT OF SKY LAKES MEDICAL CENTER, A RELATED ORGANIZATION. PART X, LINE 2: UNCERTAIN TAX POSITION FOOTNOTE - THE MEDICAL CENTER AND FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS AND ARE NOT SUBJECT TO STATE OR FEDERAL INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MEDICAL CENTER AND FOUNDATION HAD NO UNRECOGNIZED TAX BENEFITS AT SEPTEMBER 30, 2024 OR 2023. THE MEDICAL CENTER AND FOUNDATION RECOGNIZE INTEREST ACCRUED AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS AN ADMINISTRATIVE EXPENSE. DURING THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023, THE MEDICAL CENTER AND FOUNDATION RECOGNIZED NO INTEREST AND PENALTIES. THE MEDICAL CENTER FILES AN EXEMPT ORGANIZATION INFORMATION RETURN AND AN UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND AN UNRELATED BUSINESS INCOME TAX RETURN WITH THE OREGON DEPARTMENT OF REVENUE. THE FOUNDATION FILES AN EXEMPT ORGANIZATION INFORMATION RETURN IN THE U.S. FEDERAL JURISDICTION. GOLF TOURNAMENT 31565 31565 248 780 6171 952 31565 31565 248 780 6171 952 8151 -8151 1 SKY LAKES MEDICAL CENTER 2865 DAGGETT AVENUE KLAMATH FALLS OR 97601 930508781 501(C)(3) 1335160 0 ANNUAL SUPPORT OF HOSPITAL KLAMATH HEALTH PARTNERSHIP 2074 S 6TH STREET KLAMATH FALLS OR 97601 931230223 501(C)(3) 131032 0 DIABETES GRANT PASSTHROUGH KLAMATH GROWN PO BOX 1305 KLAMATH FALLS OR 97601 881543151 501(C)(3) 30000 0 COMMUNITY SUPPORT 3 0 EMPLOYEE HELP FUND (FINANCIAL HARDSHIP) 86 45453 CASCADE HEALTH ALLIANCE BENEVOLENT FUND (MEDICAL BILLS) 12 32264 SKY LAKES CANCER TREATMENT CENTER (VOUCHERS) 50 12130 SKY LAKES WELLNESS CENTER (GIFT CARDS) 265 2520 SKY LAKES VOLUNTEERS 8 2000 COST SUPPLIES FOR STUDENTS IN NURSING SCHOOL PART I, LINE 2: FUNDS ARE SET UP AND TRACKED ON A FUND BY FUND BASIS. THE DIRECTOR AND ACCOUNTANT BOTH MONITOR THAT FUNDS ARE CORRECTLY CREDITED AND THAT FUNDS ARE SPENT AS ALLOWED BY THE RULES FOR THAT FUND, WHETHER THOSE RULES ARE ESTABLISHED BY THE DONOR, THE BOARD, GRANT APPLICATIONS OR SPECIFIC PEOPLE ENTRUSTED WITH SPENDING THE FUNDS. 0 0 0 0 0 0 0 0 0 CAUBLE DAVID PRESIDENT & SECRETARY 0 607563 0 0 0 0 0 21073 0 20456 0 649092 0 0 MCREADIE GORDON BOARD MEMBER 0 452704 0 36720 0 0 0 20280 0 20456 0 530160 0 0 DRISCOLL MERRITT DIRECTOR 128793 0 0 0 0 0 7994 0 20456 0 157243 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND CFO AND CONTROLLER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE DUTY OF THE BOARD OF DIRECTORS OF SKY LAKES MEDICAL CENTER FOUNDATION TO SAFEGUARD THE TAX EXEMPT STATUS OF THE FOUNDATION, AND AS SUCH THE BOARD WILL TAKE SERIOUSLY ANY CONFLICT OF INTEREST ON THE PART OF ANY BOARD MEMBER OR POTENTIAL BOARD MEMBER. ALL BOARD MEMBERS AND POTENTIAL MEMBERS MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. AN UPDATED STATEMENT OF SUCH POTENTIAL CONFLICTS SHALL BE SUBMITTED YEARLY BY ALL BOARD MEMBERS FOR REVIEW AT THE BOARD'S ANNUAL MEETING. AFTER DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST AND AFTER ANY DISCUSSION WITH THE INTERESTED PARTY, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES OF THE BOARD AND ALL COMMITTEES OF THE BOARD SHALL CONTAIN 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST; 2) THE NATURE OF THE FINANCIAL INTEREST; 3) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR THE DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT; 4) THE CONTENT OF THE DISCUSSION INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT; 5) ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT; AND, 6) THE BOARD OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE TO THE PUBLIC UPON REQUEST. SKY LAKES MEDICAL CENTER 2865 DAGGETT AVENUE KLAMATH FALLS OR 97601 930508781 HEALTHCARE OR 501(C)(3) LINE 3 N/A 0 KLAMATH MEDICAL BUSINESS CENTER LLC 2865 DAGGETT AVENUE KLAMATH FALLS OR 97601 020731372 REAL AND PERSONAL PROPERTY RENTAL OR N/A 0 0 WEST PHYSICIAN SERVICES LLC 2865 DAGGETT AVENUE KLAMATH FALLS OR 97601 870696029 PHYSICIAN SERVICES OR N/A C 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0