2025-07-11T18:20:54-05:00 2024-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2023-09-01 770191730 COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA FOUNDATION COMM 5594596000 1560 E SHAW AVENUE FRESNO CA 93710 CHRISTOPHER NEUMAN SVP, CHIEF FINANCIAL OFFICER 5594596000 2025-07-10 1 1 WENDY CAMPOS P00448102 2099556100 2025-07-10 2023 2025-03-06 01:10:19Z CRAIG WAGONER 1560 E SHAW AVENUE FRESNO CA 93710 11719274 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 12 14 137 0 0 16040264 10894367 0 0 303618 524321 -305284 -186735 16038598 11231953 7515837 11403456 0 0 2969000 2753000 0 0 3448938 1606075 1130707 12090912 15287163 3947686 -4055210 48921231 44509131 24109977 23753087 24811254 20756044 CHCCF EXISTS TO BETTER THE LIVES OF ALL THOSE WE SERVE. 0 0 11694918 11403456 0 THROUGH THE GENEROUS CONTRIBUTIONS OF THE COMMUNITY, THE ORGANIZATION FUNDED $11,403,456 OF FRESNO COMMUNITY HOSPITAL AND MEDICAL CENTER'S AND COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA MEDICAL AND OPERATING EQUIPMENT ACQUISITIONS, IT DEFRAYED $1,713,699 OF ITS PATIENT CARE OPERATING EXPENDITURES. 11694918 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 10 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 12 0 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 ROGER STURDEVANT CHAIR 0.30 1.60 X X 0 0 0 GREG ESTEP CHAIR-ELECT 0.30 3.50 X X 0 0 0 KAREN MCCAFFREY SECRETARY 0.30 1.60 X X 0 0 0 SUSAN ABUNDIS 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 LORI BENNETT EDD BOARD MEMBER 0.30 1.60 X 0 0 0 MARK COELHO BOARD MEMBER 0.30 1.60 X 0 0 0 GERARDO HERNANDEZ BOARD MEMBER 0.30 1.60 X 0 0 0 WAGIH IBRAHIM MD BOARD MEMBER 0.30 1.60 X 0 0 0 LELAND PARNAGIAN BOARD MEMBER 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 CRAIG S CASTRO PRESIDENT, CHIEF EXECUTIVE OFFICER 0.00 60.00 X 0 2203578 784941 CHRISTOPHER NEUMAN SVP, CHIEF FINANCIAL OFFICER 0.00 60.00 X 0 1305393 34720 BRIANNE L MARRIOTT SVP, CHIEF LEGAL OFFICER 0.00 55.00 X 0 910143 36725 KATHRYN ZENOVICH SVP, DEVELOPMENT & EXTERNAL AFFAIRS 55.00 0.00 X 796878 0 41660 DEBORAH MOFFETT - VICE FINANCIAL OFFICER/VP FINANCE 0.00 55.00 X 0 507812 34106 ISABEL MARTINEZ - FIRST VS DIRECTOR CORP GOVERNANCE 0.00 45.00 X 0 140955 24989 KATHY MELENDEZ - SECOND VS BOARD GOVERNANCE SPECIALIST 0.00 40.00 X 0 89916 2843 CRAIG WAGONER EVP, CHIEF OPERATING OFFICER 0.00 56.90 X 0 1622090 36219 VONGSAVANH MOUANOUTOUA DIRECTOR EXT RELATIONS/PROJECT DEV 50.00 0.00 X 162985 0 6448 KELLY O'BRIEN FOUNDATION OPERATIONS MANAGER 50.00 0.00 X 141431 0 10186 CATHERINE LAFFERTY DIRECTOR DEVELOPMENT 50.00 0.00 X 128399 0 19330 JOHN COAKLY DEVELOPMENT OFFICER 3 50.00 0.00 X 105469 0 15971 ROGER LARSEN - FORMER SVP CHIEF FINANCIAL OFFICER THRU 08/22 0.00 0.00 X 0 667956 12984 JUANITA HERNANDEZ - FRMR FIRST VS/SECOND VS/DIR CORP GOV THRU 02/22 0.00 0.00 X 0 170795 0 1335162 7618638 1061122 5 1 1 0 0 564017 3067787 7262563 291462 10894367 524321 524321 300586 564017 487321 -186735 -186735 11231953 0 0 337586 11403456 11403456 826732 826732 1532186 1532186 87550 87550 153518 153518 153014 153014 139152 66701 72451 403837 403837 36756 18378 18378 7000 3500 3500 16086 2413 13673 214 214 20000 20000 8000 8000 NON-CASH CONTRIB DISTRI 291462 291462 DUES & SUBSCRIPTIONS 119528 119528 MEALS 70186 5615 64571 18486 18486 15287163 11694918 143307 3448938 206 325 36730710 30872642 12164249 13618068 24128 18096 77390 77390 1938 0 48921231 44509131 312372 294674 23797605 23458413 24109977 23753087 X -20401333 -23167928 45212587 43923972 24811254 20756044 48921231 44509131 -4055210 0 X 0 1 X 1 0 X 9128296 7926340 10544224 16040264 10894367 54533491 9128296 7926340 10544224 16040264 10894367 54533491 5338430 49195061 26605 35449 303618 524321 889993 55423484 1909495 0.88760 0.88080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 561551 43700 5489 610740 551063 5309 5179 561551 484030 57769 9264 551063 383593 95268 17169 12000 484030 383593 383593 0.40000 0.60000 0.00000 0 0 77390 77390 0 0 PAYABLE TO AFFILIATES 23458413 23458413 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. $227,147 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 583546 386838 196708 140745 79124 91869 11000 38385 HOT PINK 23 163305 79415 83890 18450 14667 16558 36194 2 117752 97764 19988 7400 15479 8388 700 8362 864603 564017 300586 166595 109270 116815 11700 82941 487321 -186735 1 FRESNO COMMUNITY HOSPITAL AND MEDICAL CENTER 1560 E SHAW AVENUE FRESNO CA 93710 941156276 501(C)(3) 10820053 0 CAPITAL AND OPERATING EXPENSES COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA 1560 E SHAW AVENUE FRESNO CA 93710 942864615 501(C)(3) 544982 0 CAPITAL AND OPERATING EXPENSES 2 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 1847656 0 125000 0 230922 0 767121 0 17820 0 2988519 0 0 CRAIG WAGONER EVP, CHIEF OPERATING OFFICER 0 1064611 0 435598 0 121881 0 23100 0 13119 0 1658309 0 0 CHRISTOPHER NEUMAN SVP, CHIEF FINANCIAL OFFICER 0 778610 0 517863 0 8920 0 19800 0 14920 0 1340113 0 0 BRIANNE L MARRIOTT SVP, CHIEF LEGAL OFFICER 0 642911 0 238163 0 29069 0 19800 0 16925 0 946868 0 0 KATHRYN ZENOVICH SVP, DEVELOPMENT & EXTERNAL AFFAIRS 557006 0 189893 0 49979 0 26400 0 15260 0 838538 0 0 0 ROGER LARSEN - FORMER SVP CHIEF FINANCIAL OFFICER THRU 08/22 0 0 0 0 0 667956 0 0 0 12984 0 680940 0 0 DEBORAH MOFFETT - VICE FINANCIAL OFFICER/VP FINANCE 0 397367 0 104584 0 5861 0 26400 0 7706 0 541918 0 0 JUANITA HERNANDEZ - FRMR FIRST VS/SECOND VS/DIR CORP GOV THRU 02/22 0 0 0 0 0 170795 0 0 0 0 0 170795 0 0 VONGSAVANH MOUANOUTOUA DIRECTOR EXT RELATIONS/PROJECT DEV 133763 0 25984 0 3238 0 6032 0 416 0 169433 0 0 0 ISABEL MARTINEZ - FIRST VS DIRECTOR CORP GOVERNANCE 0 104881 0 27413 0 8661 0 9697 0 15292 0 165944 0 0 KELLY O'BRIEN FOUNDATION OPERATIONS MANAGER 132134 0 7413 0 1884 0 9761 0 425 0 151617 0 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 CHCC, A RELATED ORGANIZATION, AND TWO EMPLOYEES: ROGER LARSEN AND JUANITA HERNANDEZ. UNDER THESE AGREEMENTS, PAYMENTS WERE MADE DURING 2023 FOR BOTH 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 $740,721 WAS MADE IN 2023. 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, 2024 WAS $605,667 HAD THE REPORTING REQUIREMENT BEEN MET. PART I, LINE 7 DURING THE YEAR, KATHRYN ZENOVICH RECEIVED A DISCRETIONARY BONUS. X 35 FMV X 6363 FMV X 1 30018 FMV X 48 6068 FMV X TOILETRIES 11 128204 FMV X EVENT ITEMS 57 69142 FMV X MEALS 2 37416 FMV X MISCELLANEOUS 31 14216 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 4 DURING FY 2024, THE BOARD OF TRUSTEES AMENDED ITS BYLAWS TO REVISE ITS PROCESS FOR APPOINTING MEDICAL STAFF TRUSTEES AND TO ADDRESS THE EFFECT OF SHORT BOARD TERMS ON INCOMING TRUSTEES WHO ARE APPOINTED TO FILL UNEXPIRED TERMS OF THEIR PREDECESSORS IN OFFICE. 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 OCTOBER/NOVEMBER, 2023. 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 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 COLLABORATIVE CARE NETWORK 45 RIVER PARK PLACE WEST SUITE 507 CLOVIS CA 93611 332243552 HEALTH CARE 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 10820053 CASH COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA B 544982 CASH COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA P 625414 CASH FRESNO COMMUNITY HOSPITAL & MEDICAL CENTER R 10776014 CASH