2026-03-05T14:22:45-06:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 911538852 PEACEHEALTH ST JOHN MEDICAL CENTER FOUNDATION PEAC 3604147900 1615 DELAWARE LONGVIEW WA 98632 PATRICIA PETERSON MD PRESIDENT 3604301003 2026-03-05 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-03-05 2024 2025-03-06 01:10:19Z PATRICIA PETERSON MD 1615 DELAWARE LONGVIEW WA 98632 2723490 0 X WWW.PEACEHEALTH.ORG/FOUNDATION/ST-JOHN/ X 1986 WA SUPPORT OF PEACEHEALTH ST. JOHN MEDICAL CENTER BY BUILDING SOCIAL AND FINANCIAL RESOURCES. 20 18 0 61 0 0 774864 2100713 0 0 106118 259730 85012 87228 965994 2447671 490724 767998 0 0 0 0 0 0 0 138255 10918 628979 778916 337015 1668755 6884630 8817432 192065 204970 6692565 8612462 THE MISSION OF THE FOUNDATION IS TO SUPPORT PEACEHEALTH ST. JOHN MEDICAL CENTER, LOCATED IN LONGVIEW, WASHINGTON, BY SOLICITING, RECEIVING, MANAGING, ADMINISTERING AND DISTRIBUTING FUNDS OR OTHER GIFTS TO OR FOR THE BENEFIT OF PEACEHEALTH ST. JOHN MEDICAL CENTER. 0 0 767998 767998 TRANSFERS TO PEACEHEALTH ST. JOHN MEDICAL CENTER TO SUPPORT THEIR PROGRAM SERVICES. 767998 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X SACRED HEART MEDICAL CENTER FOUNDATION 5412227112 123 INTERNATIONAL WAY SPRINGFIELD OR 97477 CAL LANTZ PRESIDENT/GOVERNANCE CHAIR 1.00 X X 0 0 0 PATRICIA PJ PETERSON MD VICE PRESIDENT 1.00 X X 0 0 0 CYNDI FAUBION SECRETARY 1.00 X X 0 0 0 ANN WRIGHT TREASURER/FINANCE CHAIR 1.00 X X 0 0 0 SEAN ATKINS DIRECTOR 1.00 X 0 0 0 BILL BOEHM DIRECTOR 1.00 X 0 0 0 GERRIE BOOTH DIRECTOR 1.00 X 0 0 0 JORDAN BURNS DIRECTOR 1.00 X 0 0 0 JEANE CONRAD DIRECTOR 1.00 X 0 0 0 KEN CRAVEN DIRECTOR 1.00 X 0 0 0 JACKIE EVANS DIRECTOR 1.00 X 0 0 0 JOEL HANSON DIRECTOR 1.00 X 0 0 0 BYRON HANSON MD DIRECTOR 1.00 X 0 0 0 ANNE HAYES CSJP DIRECTOR 1.00 X 0 0 0 SANDRA JUNKER DIRECTOR 1.00 X 0 0 0 ELIZABETH A LAUFER DIRECTOR 1.00 X 0 0 0 MICHAEL MCNELLIS MD DIRECTOR 1.00 40.00 X 0 500804 71378 DAVID MINTHORN DIRECTOR 1.00 X 0 0 0 JONATHAN RODMAN DIRECTOR 1.00 X 0 0 0 JOSIE ROSA DIRECTOR 1.00 X 0 0 0 KENDALL SAWA DIRECTOR 1.00 40.00 X 0 298214 44804 MARC SILVA DIRECTOR 1.00 X 0 0 0 AMY LEGGIO EXECUTIVE DIRECTOR 40.00 X 0 205069 15177 0 1004087 131359 0 0 1 0 0 276213 1824500 44760 2100713 260361 260361 123936 124567 -631 -631 -631 219863 276213 150563 69300 69300 15445 689 14756 14756 BAD DEBT RECOVERY 909999 3172 3172 3172 2447671 0 0 346958 767998 767998 8407 8407 2511 2511 778916 767998 10918 0 418591 985695 2306903 879830 226375 1264854 3376459 4296228 1019376 556302 371449 6884630 8817432 0 500 49250 79875 142815 124595 192065 204970 X 2022863 2162905 4669702 6449557 6692565 8612462 6884630 8817432 X 1668755 216823 34319 X 0 1 X 1 0 X 835025 933089 2154360 774864 2100713 6798051 835025 933089 2154360 774864 2100713 6798051 2204330 4593721 77200 75362 87323 124646 260361 624892 40977 23166 85012 84056 233211 3172 3172 7659326 0.59980 0.67910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1903211 100271 177925 54929 2126478 1795610 710 123919 7787 9241 1903211 1725352 25225 145105 100072 1795610 1965271 21003 -198996 61926 1725352 1616639 66946 302553 20867 1965271 0.11740 0.88260 0 0 0 EXCHANGE TRADED FUNDS: TREASURY BOND 1019376 F 1019376 OBLIGATIONS ON ASSETS HELD BY PEACEHEALTH 124595 124595 X 3630711 216823 792225 185571 1194619 2436092 8407 3172 11579 2447671 1710814 792225 151252 943477 767337 8407 3172 11579 778916 PART V, LINE 4: THE ENDOWMENT FUNDS ARE FOR PROGRAM ACTIVITIES. PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, MANAGEMENT OF THE FOUNDATION BELIEVES THERE HAS BEEN NO ACTIVITY THAT WOULD JEOPARDIZE THE TAX POSITION, BEING A TAX EXEMPT ORGANIZATION, AND THAT IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THIS POSITION WOULD BE SUSTAINED UPON EXAMINATION. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. THERE WERE NONE FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 30,894. CHANGE IN VALUE OF CONTRIBUTIONS RECEIVABLE FROM REMAINDER TRUSTS 3,425. SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 151,252. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY NETTED WITH EXPENSES 3,172. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 151,252. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY NETTED WITH EXPENSES 3,172. GALA 463651 253849 209802 500 2039 26837 35789 40294 GOLF 32425 22364 10061 4500 6676 17326 16602 496076 276213 219863 500 6539 33513 53115 56896 150563 69300 15445 689 1 1.00000 15445 689 689 14756 WA 1 0 1 0 1.00000 SACRED HEART MEDICAL CENTER FOUNDATION 123 INTERNATIONAL WAY SPRINGFIELD OR 97477 0 1 14856 1 PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 501(C)(3) 733091 34907 FMV QUILTS, ART, BOOKS & OTHER GENERAL SUPPORT FOR PEACEHEALTH ST. JOHN MEDICAL CENTER 1 0 PART I, LINE 2: OUR FINANCE COMMITTEE AWARDS AND MONITORS THE DISTRIBUTION AND USE OF THE FUNDS ACCORDING TO DONOR INTENT. FUNDS ARE DISTRIBUTED TO THE HOSPITAL DEPARTMENTS ONLY AFTER RECEIPT OF AN INVOICE AND ONLY FUNDED FOR THE EXACT AMOUNT. X X X X 1 1 0 1 0 0 0 0 0 0 0 MICHAEL MCNELLIS MD DIRECTOR 0 468797 0 20399 0 11608 0 56310 0 15068 0 572182 0 0 KENDALL SAWA DIRECTOR 0 266759 0 11006 0 20449 0 26215 0 18589 0 343018 0 0 AMY LEGGIO EXECUTIVE DIRECTOR 0 182604 0 22465 0 0 0 1920 0 13257 0 220246 0 0 PART I, LINE 1A PEACEHEALTH (A RELATED ORGANIZATION) HAS POLICES REGARDING THE ELIGIBILITY OF EXECUTIVES FOR THESE ITEMS. FOR EXAMPLE TRAVEL FOR COMPANIONS AND HOUSING ALLOWANCES ARE RELATED TO RELOCATION BENEFITS OR FIRST CLASS TRAVEL FOR FLIGHTS EXCEEDING SIX HOURS IN DURATION. THESE BENEFITS WERE REPORTED AND TREATED AS TAXABLE. PART I, LINE 3 THE FOUNDATION EXECUTIVE DIRECTOR IS COMPENSATED BY PEACE HEALTH (A RELATED ORGANIZATION ) WHICH USES A MARKET BASED COMPENSATION PROGRAM UTILIZING SEVERAL INDEPENDENT THIRD PARTY COMPENSATION MARKET SURVEYS TO ESTABLISH PAY RANGES FOR THE POSITION. PEACE HEALTH THEN ESTABLISHES THE INDIVIDUAL RATE OF PAY WITHIN THE PAY RANGE BASED ON RELEVANT EXPERIENCE / SKILLS / COMPETENCE TO DO THE JOB. THIS RATE, OFFERED TO THE EXECUTIVE DIRECTOR AT TIME OF HIRE, WAS DETERMINED THROUGH A DISCUSSION BETWEEN THE REGIONAL CEO, REGIONAL DIRECTOR OF HUMAN RESOURCES AND THE ADMINISTRATIVE DIRECTOR OF HUMAN RESOURCES. THE RANGES AND RATE OF PAY ARE REVIEWED ON AN ANNUAL BASIS. PART I, LINE 4B PEACEHEALTH (A RELATED ORGANIZATION) HAS POLICES REGARDING THE ELIGIBILITY OF EXECUTIVES FOR THESE ITEMS. BOARD MEMBERS LISTED ON SCHEDULE J ARE EMPLOYEES OF PEACEHEALTH (A RELATED ORGANIZATION) AND PEACEHEALTH'S CEO, EXECUTIVE VICE PRESIDENT, SENIOR VICE PRESIDENT, CERTAIN PHYSICIANS AND OTHER HIGHLY COMPENSATED EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN VARIOUS NONQUALIFIED RETIREMENT PLANS. CONTRIBUTIONS TO THESE PLANS AND RELATED INVESTMENT RETURNS ARE DISCLOSED ON SCHEDULE J AS DEFERRED COMPENSATION AND AS BONUS COMPENSATION WHEN PAID TO THE INDIVIDUAL. X 1 9853 STOCK EXCHANGE VALUE X OTHER NON-CASH ITEMS 37 34907 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS COMPLETED BY OUR INDEPENDENT ACCOUNTING FIRM IT IS REVIEWED BY THE GOVERNANCE COMMITTEE. EVERY MEMBER OF THE BOARD WILL RECEIVE A COPY OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE GOVERNANCE COMMITTEE IN CONSULTATION WITH THE BOARD PRESIDENT AND EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR ENSURING THAT ALL TOPICS BROUGHT BEFORE THE BOARD ARE FREE FROM CONFLICT. DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW OF ANY CONFLICTS ARE MADE AT THIS LEVEL. IF A CONFLICT ARISES, THE INDIVIDUAL AT RISK IS CONTACTED AND ASKED TO EXCUSE HIM OR HER FROM THE ROOM DURING DISCUSSION AND VOTING. ALL MEMBERS OF THE BOARD, AS WELL AS STAFF, ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION EXECUTIVE DIRECTOR IS COMPENSATED BY PEACE HEALTH (A RELATED ORGANIZATION) WHICH USES A MARKET BASED COMPENSATION PROGRAM UTILIZING SEVERAL INDEPENDENT THIRD PARTY COMPENSATION MARKET SURVEYS TO ESTABLISH PAY RANGES FOR THE POSITION. PEACE HEALTH THEN ESTABLISHES THE INDIVIDUAL RATE OF PAY WITHIN THE PAY RANGE BASED ON RELEVANT EXPERIENCE/ SKILLS/ COMPETENCE TO DO THE JOB. THIS RATE, OFFERED TO THE EXECUTIVE DIRECTOR AT TIME OF HIRE, WAS DETERMINED THROUGH A DISCUSSION BETWEEN THE REGIONAL CEO, REGIONAL DIRECTOR OF HUMAN RESOURCES AND THE ADMINISTRATIVE DIRECTOR OF HUMAN RESOURCES. THE RANGES AND RATE OF PAY ARE REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE ONLINE THROUGH GUIDESTAR AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FORM 990 IS AVAILABLE ONLINE THROUGH GUIDESTAR AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 30,894. CHANGE IN VALUE OF CONTRIBUTIONS RECEIVABLE FROM REMAINDER TRUSTS 3,425. PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 HOSPITAL WA 501(C)(3) LINE 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0