2025-11-14T21:10:03+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2024-01-01 330042666 San Antonio Hospital Foundation Inc SANA 9099852811 999 SAN BERNARDINO ROAD UPLAND CA 91786 WAH-CHUNG HSU VICE PRESIDENT/CFO 9099206103 2025-11-15 true true Kara Adams P00023315 9497942300 2025-11-14 2024 2025-03-06 01:10:19Z WAH-CHUNG HSU 999 SAN BERNARDINO ROAD UPLAND CA 91786 14464891 false X WWW.SARH.ORG X 1984 CA TO DEVELOP THE RESOURCES TO SUPPORT SAN ANTONIO REGIONAL HOSPITAL'S MISSION TO IMPROVE THE HEALTH AND WELLBEING OF THE PEOPLE WE SERVE. 18 15 0 45 0 1304804 3286831 0 0 3633902 3291060 -69322 -84705 4869384 6493186 319434 604436 0 0 738334 706244 0 0 475915 348851 372350 1406619 1683030 3462765 4810156 55697881 62549153 2054880 2220204 53643001 60328949 TO DEVELOP THE RESOURCES TO SUPPORT SAN ANTONIO REGIONAL HOSPITAL'S MISSION TO IMPROVE THE HEALTH AND WELLBEING OF THE PEOPLE WE SERVE. false false 660024 604436 0 FUNDS USED TO SUPPORT SAN ANTONIO REGIONAL HOSPITAL'S EFFORTS TO IMPROVE THE OVERALL HEALTH OF THE COMMUNITY. 660024 true true false false false false false false false true true false false true true true false true false false false false false false true false false true false true false false false false false false false false false false true false false false false true true false false false true 0 0 0 false false false false false true true false false false false false false X 18 15 false false false false true true true true true false false false true false false false false false false false false false CA X WAH-CHUNG HSU 9099852811 999 SAN BERNARDINO ROAD UPLAND CA 91786 Amy Valdivia Trustee/Chairman 2.0 0.0 X X 0 0 0 James Milhiser Trustee/Vice Chairman 2.0 0.0 X X 0 0 0 John Chapman Trustee/SARH President and CEO 2.0 41.0 X X 0 990441 120526 Michelle Stoddard Trustee/Foundation President 40.0 0.0 X X 0 400783 93186 Susan Scott Trustee/Secretary 2.0 0.0 X X 0 0 0 Wah-chung Hsu Trustee/Treasurer 4.0 41.0 X X 0 694267 132641 Arif Taj Trustee 2.0 0.0 X 0 0 0 Catherine Rockwell Trustee 2.0 0.0 X 0 0 0 Celia Chu Trustee 2.0 0.0 X 0 0 0 Claire Grobler Trustee 2.0 0.0 X 0 0 0 David Dang MD Trustee 2.0 0.0 X 0 0 0 Juanita Uster Trustee 2.0 0.0 X 0 0 0 Kristine Scott Trustee 2.0 0.0 X 0 0 0 Liliana Andriani Trustee 2.0 0.0 X 0 0 0 Marco Robles Trustee 2.0 0.0 X 0 0 0 Nedra Vincent MD Trustee 2.0 0.0 X 0 0 0 Soo Myland Trustee 2.0 0.0 X 0 0 0 Susan Oxarart Trustee 2.0 0.0 X 0 0 0 0 2085491 346353 0 false true false CLIFFORD SWAN 177 E COLORADO BLVD PASADENA CA 91105 INVESTMENT ADVISOR 233883 1 0 0 561450 0 0 2725381 97439 3286831 0 0 0 0 0 1610349 0 0 1610349 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9488326 0 7807615 0 1680711 0 1680711 0 0 1680711 79385 561450 164090 -84705 0 -84705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6493186 0 0 3206355 604436 604436 0 0 0 0 0 0 493968 0 148190 345778 0 0 0 0 66192 0 39715 26477 0 0 0 0 146084 0 87650 58434 0 0 0 0 0 0 0 0 0 0 0 0 10250 0 10250 0 0 0 0 0 0 0 233883 0 233883 0 16267 0 3252 13015 0 0 0 0 21765 0 4353 17412 16911 0 16911 0 0 0 0 0 3251 0 0 3251 0 0 0 0 0 0 0 0 3544 0 709 2835 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PROGRAM EXPENSES 55588 55588 0 0 CREDIT CARD FEES 4180 0 836 3344 BANK SERVICE FEES 2746 0 549 2197 ALL OTHER EXPENSES 2599 0 520 2079 1366 0 273 1093 1683030 660024 547091 475915 0 0 0 0 317286 372016 0 0 905854 1319327 0 0 0 0 0 0 0 0 0 0 0 0 2756 0 2756 2756 46695729 52842428 0 0 0 0 7776256 8012626 55697881 62549153 12066 15506 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2042814 2204698 2054880 2220204 X 43377258 48903243 10265743 11425706 0 0 0 0 0 0 53643001 60328949 55697881 62549153 X 4810156 2200276 0 0 0 -324484 X false true true false X 1482673 3792644 1752439 1304804 1905913 10238473 0 0 1482673 3792644 1752439 1304804 1905913 10238473 3095905 7142568 985630 1038989 1041255 1198995 1610349 5875218 0 0 0 0 0 0 0 0 0 0 0 16113691 0 0.44326 0.42621 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0.0 X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5212516 0 1295418 0 1203357 92061 5212516 5193941 18575 1437847 0 1362452 75395 5212516 4945691 253250 410648 0 385936 29712 5193941 4945691 0 634274 0 605765 28509 4945691 4920691 25000 388504 0 362062 26442 4945691 0.0 1.0 0.0 false false 0 2756 2756 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2756 CHARITABLE REMAINDER TRUST 3354288 DUE FROM RELATED PARTY 4658338 8012626 Federal Income Taxes CHARITABLE REMAINDER TRUST 2204698 2204698 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE INTENDED FOR THE PURCHASE OF PROPERTY AND EQUIPMENT FOR THE BENEFIT OF SAN ANTONIO REGIONAL HOSPITAL. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE PRINCIPAL OPERATIONS OF THE HOSPITAL ARE EXEMPT FROM TAXATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE PROVISIONS OF THE STATE IN WHICH THE HOSPITAL OPERATES. ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX EXPENSE OR LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES WAS ACCRUED AT OR FOR THE YEARS ENDED DECEMBER 31, 2024 OR 2023. Golf Tournament 397187 351302 45885 0 0 0 18712 0 63219 Fall Celebration 189795 168995 20800 0 0 0 20775 0 35408 1 53853 41153 12700 0 0 0 21560 0 4416 640835 561450 79385 0 0 0 61047 0 103043 164090 -84705 true SAN ANTONIO REGIONAL HOSPITAL 999 SAN BERNARDINO ROAD UPLAND CA 91786 951183919 501(C)(3) 604436 PROGRAM SUPPORT 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds SAN ANTONIO REGIONAL HOSPITAL'S CFO IS ALSO THE TREASURER OF SAN ANTONIO HOSPITAL FOUNDATION(SAHF); HE IS RESPONSIBLE FOR MONITORING ALL SAHF DISBURSEMENTS. X true true false true false false false false false false false John Chapman Trustee/SARH President and CEO 0 581023 0 362696 0 46722 0 80631 0 39895 0 1110967 0 37915 Wah-chung Hsu Trustee/Treasurer 0 513245 0 153368 0 27654 0 94274 0 38367 0 826908 0 24760 Michelle Stoddard Trustee/Foundation President 0 289561 0 91713 0 19509 0 76354 0 16832 0 493969 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees THE FOUNDATION REIMBURSES THE PRESIDENT FOR COUNTRY CLUB DUES. THE DUES ARE NOT TAXABLE TO THE PRESIDENT OF THE FOUNDATION AS SHE USES THE COUNTRY CLUB FOR BUSINESS ONLY. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation SAHF PRESIDENT IS INCLUDED IN SARH'S EXECUTIVE COMPENSATION PROCESS WHICH INCLUDES A BIANNUAL COMPENSATION SURVEY BY AN INDEPENDENT CONSULTANT THAT IS REVIEWED BY SAN ANTONIO REGIONAL HOSPITAL'S COMPENSATION COMMITTEE AND APPROVED BY SARH'S BOARD OF TRUSTEES. FOR ADDITIONAL DETAILS, PLEASE SEE THE STATEMENT IN SCHEDULE O FOR PART VI, LINE 15. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan RELATED ORGANIZATION, SAN ANTONIO REGIONAL HOSPITAL, PROVIDES A 457(F) SUPPLEMENTAL NON-QUALIFIED PLAN FOR ITS EXECUTIVE MANAGEMENT TEAM. IN CONJUNCTION WITH THE 457(B) PLAN, EACH EXECUTIVE ACCRUES 10% OF THEIR BASE PAY ANNUALLY. HOSPITAL CONTRIBUTIONS ARE NOT VESTED UNTIL DECEMBER 31 OF THE EXECUTIVE'S THIRD CALENDAR YEAR OF EMPLOYMENT. AFTER INITIAL ELIGIBILITY, EACH YEAR'S CONTRIBUTION WILL VEST ON DECEMBER 31 OF EACH CALENDAR YEAR. TWO MEMBERS OF THE EXECUTIVE MANAGEMENT GROUP RECEIVED PAYMENTS AND THESE AMOUNTS ARE SHOWN ON SCH J, PT II, COLUMN F. Schedule J, Part II EMPLOYEES OF SAN ANTONIO REGIONAL HOSPITAL HIRED PRIOR TO DECEMBER 31, 2005 ARE PARTICIPANTS IN THE HOSPITAL'S DEFINED BENEFIT PENSION PLAN. THE AMOUNT IN COLUMN C INCLUDES THE ESTIMATED INCREASE IN ACTUARIAL VALUE FOR THOSE EMPLOYEES WHO ARE PLAN PARTICIPANTS. 1 27439 Market value X Piano 1 70000 Opinions of experts false false false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - San Antonio Hospital Foundation received stock donations of $27,439 in 2024. Other - Piano San Antonio Hospital Foundation received a donation of a piano with an appraised value of $70,000 in 2024. Form 990, Part VI, Line 12a SAN ANTONIO REGIONAL HOSPITAL, A RELATED ORGANIZATION, HAS A COMPLIANCE OFFICER WHO REVIEWS THE ORGANIZATION'S COMPLIANCE POLICIES, INCLUDING ITS CONFLICT OF INTEREST STATEMENTS AND DOCUMENT DESTRUCTION AND RETENTION POLICIES AT LEAST ANNUALLY. THE ORGANIZATION'S BOARD HAS A MEETING EVERY JANUARY. AT THE ANNUAL MEETING, CONFLICT OF INTEREST STATEMENTS ARE DISTRIBUTED TO ALL BOARD MEMBERS AND OFFICERS, AND SUBSEQUENTLY COLLECTED BY THE ORGANIZATION'S COMPLIANCE OFFICER. THE CFO, WHO ATTENDS ALL BOARD MEETINGS, ALSO REVIEWS THE BOARD CONFLICT OF INTEREST STATEMENTS. IF A NEW POTENTIAL CONFLICT OF INTEREST ARISES DURING THE YEAR, A NEW CONFLICT OF INTEREST STATEMENT IS SIGNED. IF A POTENTIAL CONFLICT OF INTEREST EXISTS DURING A BOARD DISCUSSION THE BOARD MEMBER IS REQUIRED TO STATE THE CONFLICT AND ABSTAIN FROM ANY RELATED BOARD VOTES. BOARD MINUTES REFLECT THESE ABSTENTIONS. AT LEAST ONCE EACH YEAR, THE ORGANIZATION'S COMPLIANCE OFFICER PROVIDES A VERBAL COMPLIANCE UPDATE AT THE BOARD MEETING AND REMINDS BOARD MEMBERS OF THEIR DUTY TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE ORGANIZATION FOLLOWS A SIMILAR ANNUAL PROCEDURE FOR MEMBERS OF ITS EXECUTIVE MANAGEMENT AND DEPARTMENT DIRECTORS, INCLUDING AT LEAST ANNUAL COMPLIANCE EDUCATION SESSION. THE COMPLIANCE PROGRAM DESCRIBED ALSO EXTENDS TO THE FOUNDATION. Form 990, Part VI, Line 13 ALTHOUGH THE BOARD OF THE FOUNDATION HAS NOT FORMALLY ADOPTED A WRITTEN DOCUMENT RETENTION POLICY, THE BOARD OF THE PARENT ORGANIZATION, SAN ANTONIO REGIONAL HOSPITAL, HAS ADOPTED IT AND IT IS CONSIDERED TO APPLY TO THE FOUNDATION. Form 990, Part VI, Line 14 ALTHOUGH THE BOARD OF THE FOUNDATION HAS NOT FORMALLY ADOPTED A WRITTEN WHISTLEBLOWER POLICY, THE BOARD OF THE PARENT ORGANIZATION, SAN ANTONIO REGIONAL HOSPITAL, HAS ADOPTED IT AND IT IS CONSIDERED TO APPLY TO THE FOUNDATION. Form 990, Part VI, Line 15 SAN ANTONIO REGIONAL HOSPITAL, A RELATED ORGANIZATION, HAS AN EXECUTIVE COMPENSATION PROGRAM THAT IS DIRECTED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE ORGANIZATION HAS DEVELOPED AND APPROVED A FORMAL EXECUTIVE COMPENSATION POLICY THAT CURRENTLY COVERS THE PRESIDENT OF SAN ANTONIO HOSPITAL FOUNDATION. A COMPREHENSIVE BASE PAY AND TOTAL EXECUTIVE COMPENSATION ANALYSIS IS PERFORMED BY AN OUTSIDE COMPENSATION CONSULTING FIRM EVERY TWO YEARS. IN THE INTERVENING YEARS, AN ANALYSIS OF SARH'S EXECUTIVE COMPENSATION IS REVIEWED AGAINST THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA'S COMPENSATION SURVEY. THE CONSULTANT PRESENTS THE SURVEY DATA AND ANALYSIS TO THE COMPENSATION COMMITTEE. THE EXTERNAL COMPENSATION STUDY INCLUDES AN EVALUATION FOR EXCESS BENEFIT TRANSACTIONS UNDER THE INTERMEDIATE SANCTIONS FOR TAX-EXEMPT ORGANIZATIONS AND AN ANALYSIS OF BOTH BASE AND TOTAL COMPENSATION OF ALL MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM AND THEIR SALARY POSITION IN RELATION TO THE FIFTIETH AND SIXTY-FIFTH PERCENTILE OF THE MARKET. HOWEVER, THE CONSULTANT IS NOT EITHER TAX OR LEGAL COUNSEL AND THEREFORE CANNOT ASSURE COMPLIANCE WITH IRC 4958, BUT RATHER ASSURES THAT SARH'S EXECUTIVE COMPENSATION PRACTICES FALL BETWEEN THE FIFTIETH AND SIXTY-FIFTH PERCENTILE OF THE MARKET PLACE AND DO NOT EXCEED THE SEVENTY-FIFTH PERCENTILE. THE LATEST SURVEY AND ANALYSIS WERE CONDUCTED IN APRIL 2023. THE CONSULTANT USED SURVEY DATA FROM FOUR DIFFERENT PUBLISHED SURVEYS THAT INCLUDE CALIFORNIA HOSPITALS WITH COMPARABLE REVENUES, EMPLOYEES AND COMPLEXITY. THE COMPENSATION COMMITTEE REVIEWS THE CONSULTANT'S FINDINGS IN ACCORDANCE WITH THE COMPENSATION POLICY AND THEIR CHARTER AND PROVIDES DIRECTION FOR ANY NEEDED COMPENSATION POLICY OR PAY RANGE CHANGES FOR THE CEO AND APPROVES ANY SUCH RECOMMENDATIONS THAT MAY BE MADE BY THE CEO FOR OTHER EXECUTIVES. Form 990, Part VI, Line 6 Classes of members or stockholders THE CORPORATION SHALL HAVE ONE MEMBER WHO SHALL BE SAN ANTONIO REGIONAL HOSPITAL, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBER SHALL HAVE THE RIGHT TO ELECT OR DESIGNATE THE DIRECTORS OF THIS CORPORATION AND SHALL HAVE ALL OF THE RIGHTS AND PRIVILEGES AFFORDED MEMBERS UNDER THE CALIFORNIA NONPROFIT CORPORATION LAW. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING ACTS OF THE CORPORATION SHALL BE SUBJECT TO THE PRIOR APPROVAL OF THE CORPORATE MEMBER, SAN ANTONIO REGIONAL HOSPITAL, WHICH APPROVAL SHALL BE EVIDENCED BY A CERTIFIED COPY OF A RESOLUTION EXECUTED BY THE CORPORATE MEMBER AUTHORIZING THE SUBJECT ACTION: (A) AMENDMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; (B) REMOVAL OF A DIRECTOR FOR CAUSE; (C) SALE OR DISPOSAL OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; (D) DISSOLUTION OR WINDING UP OF THE CORPORATION; (E) APPROVAL OF A MERGER; (F) CONTRACTS RESULTING IN EXPENDITURES OF THE CORPORATION'S ASSETS IN EXCESS OF AN AMOUNT AS SHALL BE DETERMINED, FROM TIME TO TIME, BY RESOLUTION OF THE BOARD OF TRUSTEES OF THE CORPORATION (G) CONTRACTS FOR THE PURCHASE, SALE, EXCHANGE OR OTHER DISPOSITION OR GIFT OF ANY REAL ESTATE OWNED OR PARTIALLY OWNED BY THE CORPORATION; (H) SHORT TERM OR LONG TERM BORROWING, MORTGAGES, PLEDGES OR, LEASES ENTAILING CUMULATIVE PAYMENTS BY THE CORPORATION IN EXCESS OF SUCH AMOUNT(S) INVOLVING SPECIFIC TYPES OF TRANSACTIONS AS SHALL BE DETERMINED, FROM TIME TO TIME, BY RESOLUTION OF THE BOARD OF TRUSTEES OF THE CORPORATE MEMBER; (I) HIRING OR FIRING OF THE CORPORATION'S SENIOR EXECUTIVES; (J) APPROVAL OF THE ANNUAL OPERATING BUDGET OF THE CORPORATION; (K) ACCEPTANCE OF A LEGACY OR GIFT IMPOSING A PERMANENT OR CONTINUING OBLIGATION ON THE CORPORATION; (L) ESTABLISHMENT AND/OR ACKNOWLEDGMENT OF ANY AUXILIARY AND/OR AUXILIARY CORPORATION TO BE ASSOCIATED WITH THE CORPORATION; (M) SUCH OTHER MATTERS AS THE CORPORATE MEMBER SHALL NOTIFY THE CORPORATION OF IN ADVANCE, IN THE EVENT A QUESTION ARISES AS TO WHETHER APPROVAL OF THE CORPORATE MEMBER IS REQUIRED FOR A PARTICULAR TRANSACTION, A LETTER OF OPINION SHALL BE REQUESTED FROM THE CORPORATE MEMBER, WHOSE DECISION SHALL BE FINAL. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED INTERNALLY BY THE FINANCE DEPARTMENT AND REVIEWED BY THE ORGANIZATION'S TREASURER. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S EXTERNAL FINANCIAL AND TAX FIRM. FOLLOWING THE EXTERNAL REVIEW, THE TREASURER REVIEWS THE FORM WITH THE SARH CEO. THE FORM IS MADE AVAILABLE TO THE ENTIRE ORGANIZATION'S BOARD PRIOR TO FILING. Form 990, Part VI, Line 19 Required documents available to the public FINANCIAL STATEMENTS, CONFLICT OF INTEREST STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN CHARITABLE REMAINDER TRUST NET PRESENT VALUE CALCULATIONS - -324484; Total - -324484; SAN ANTONIO REGIONAL HOSPITAL 999 SAN BERNARDINO ROAD UPLAND CA 91786 951183919 HOSPITAL CA 501(c)(3) 3 NA false CUCAMONGA HEALTH SERVICES 999 SAN BERNARDINO ROAD UPLAND CA 91786 330010073 HOLDING CO. CA NA C Corporation true CHARITABLE REMAINDER UNITRUST - 8 999 SAN BERNARDINO ROAD UPLAND CA 91786 UNITRUST CA NA Trust false FMP HOLDING INC 999 SAN BERNARDINO ROAD UPLAND CA 91786 815066476 HOLDING CO. CA NA C Corporation true SAR MEDICAL GROUP 999 SAN BERNARDINO ROAD UPLAND CA 91786 863578927 HOLDING CO. CA NA C Corporation true false true false false false false false false false false false false false false false true false false false