2026-03-24T19:58:02-05:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 911231436 PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION PEAC 3605143106 PO BOX 1600 VANCOUVER WA 98668 RICHARD E TAKACH PRESIDENT 3607370442 2026-03-07 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-03-07 2024 2025-03-06 01:10:19Z RICHARD E TAKACH PO BOX 1600 VANCOUVER WA 98668 19475611 0 X WWW.PEACEHEALTH.ORG/FOUNDATION/SOUTHWEST X 1983 WA TO IMPROVE THE HEALTH AND LIVES OF COMMUNITY MEMBERS BY PROVIDING CHARITABLE SUPPORT. 20 20 0 40 0 0 12704057 14683640 0 0 46738 956053 1400 0 12752195 15639693 10845515 13948167 0 0 1095075 0 0 0 0 1157358 98736 13097948 14046903 -345753 1592790 48616568 51971082 0 0 48616568 51971082 TO IMPROVE THE HEALTH AND LIVES OF COMMUNITY MEMBERS BY RAISING FUNDS AND PROVIDING CHARITABLE SUPPORT TO PEACEHEALTH SOUTHWEST MEDICAL CENTER SO THAT COMPASSIONATE, AFFORDABLE AND HIGH QUALITY MEDICAL CARE MAY BE OFFERED TO ALL IN THIS REGION. 0 0 13948167 13948167 TRANSFERS TO PEACEHEALTH SOUTHWEST MEDICAL CENTER TO SUPPORT THEIR PROGRAM SERVICES. 13948167 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X X SOUTHWEST MEDICAL CENTER FOUNDATION 3602568584 PO BOX 1600 VANCOUVER WA 98683 RICHARD E TAKACH PRESIDENT 1.00 X X 0 0 0 IVY TIMPE VICE PRESIDENT 1.00 X X 0 0 0 BILL C DUDLEY SECRETARY 1.00 X X 0 0 0 RISA OLSEN TREASURER 1.00 X X 0 0 0 DAVID NIERENBERG DIRECTOR 1.00 X 0 0 0 THOMAS D HAYES DIRECTOR 1.00 X 0 0 0 JANIS M WYATT DIRECTOR 1.00 X 0 0 0 JOHN M REIERSGAARD DIRECTOR 1.00 X 0 0 0 JOSEPH M KORTUM DIRECTOR 1.00 X 0 0 0 MELANIE M FAIN DIRECTOR 1.00 X 0 0 0 NICKI L WANN DIRECTOR 1.00 X 0 0 0 PATRICK J GINN DIRECTOR 1.00 X 0 0 0 PATTY KELLER DIRECTOR 1.00 X 0 0 0 MARK S MARTEL DIRECTOR 1.00 X 0 0 0 LESLIE B DURST DIRECTOR 1.00 X 0 0 0 SANDFORD B PLANT DIRECTOR 1.00 X 0 0 0 JO MARIE HANSEN DIRECTOR 1.00 X 0 0 0 ALBERT SCHLOTFELDT DIRECTOR 1.00 X 0 0 0 KESS ROMANO DIRECTOR 1.00 X 0 0 0 KATHRYN A CORWIN DIRECTOR 1.00 X 0 0 0 KAREN SANTANGELO CHIEF PHILANTHROPY OFFICER 1.00 40.00 X 0 272431 66003 0 272431 66003 0 0 1 0 0 14683640 1002046 14683640 1039711 1039711 3752260 3835918 -83658 -83658 -83658 15639693 0 0 956053 13948167 13948167 72883 72883 7612 7612 BAD DEBT ALLOWANCE 18241 0 18241 0 14046903 13948167 98736 0 14024129 6903675 15807092 19347267 610327 0 17675020 20725941 500000 4406233 0 587966 48616568 51971082 0 0 X 6838509 5989801 41778059 45981281 48616568 51971082 48616568 51971082 X 1592790 1777057 -15333 X 0 1 X 1 0 X 5996311 22605219 6928281 12704057 14683640 62917508 5996311 22605219 6928281 12704057 14683640 62917508 26227313 36690195 1417183 1268397 609777 503284 1039711 4838352 1400 1400 67757260 0.54150 0.60270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21293631 5799727 2091139 1077044 28107453 24426775 81771 2082074 5296989 21293631 24977625 51035 -28935 572950 24426775 18719257 9927266 -865523 2803375 24977625 15549608 252064 3098072 180487 18719257 0.12538 0.70805 0.16657 0 0 0 ALTERNATIVE INVESTMENTS 4406233 F 4406233 X 19705882 1777057 2377348 -15333 4139072 15566810 72883 72883 15639693 16351368 2377348 2377348 13974020 72883 72883 14046903 PART V, LINE 4: THE BOARD OF THE FOUNDATION HAS INTERPRETED THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATION TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE FOUNDATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. 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 ASSESTS HELD IN TRUST -7,686. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD AT PEACEHEALTH -7,647. INVESTMENTS 0 0 INVESTMENTS 209896 0 0 0 0 0 0 209896 0 209896 0 0 0 0 1 0 1 PEACEHEALTH 1115 SE 164TH AVE SUITE 332 VANCOUVER WA 98683 910939479 501(C)(3) 13934126 14041 FMV VARIOUS NON-CASH ITEMS HOSPITAL OPERATING ACTIVITIES 1 0 0 0 0 0 0 0 0 0 0 KAREN SANTANGELO CHIEF PHILANTHROPY OFFICER 0 231086 0 41345 0 0 0 26902 0 39101 0 338434 0 0 PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. EMPLOYEES ARE COMPENSATED BY PEACEHEALTH (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. PEACEHEALTH THEN ESTABLISHES THE INDIVIDUAL RATE OF PAY WITHIN THE PAY RANGE BASED ON RELEVANT EXPERIENCE/SKILLS/COMPETENCE TO DO THE JOB. THE RANGES OF PAY RATES ARE REVIEWED ON AN ANNUAL BASIS. X 1 3000 FMV X 6 988005 STOCK EXCHANGE VALUE X 1 200 FMV X LEGOS AND DISNEY PRODUCTS 1 7125 FMV X FABRIC/MATERIALS 2 2297 FMV X GIFTS FOR AMBADASSADOR PROGRAM 1 1419 FMV 0 1 0 FORM 990 PART V LINE 3A AND 3B THE ORGANIZATION FILED FORM 990-T TO REPORT UNRELATED BUSINESS ACTIVITY RESULTING IN A NET OPERATING LOSS. PARTNERSHIP SCHEDULE K-1S REPORTED NET UNRELATED BUSINESS INCOME ONLY; GROSS RECEIPTS WERE NOT SEPARATELY STATED. FORM 990, PART VI, SECTION A, LINE 6 PEACEHEALTH, A WASHINGTON NON-PROFIT CORPORATION, WHICH IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, IS THE SOLE MEMBER CORPORATION OF SOUTHWEST MEDICAL CENTER FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER CORPORATION, PEACEHEALTH HAS THE RIGHT TO APPOINT ONE BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7B AS THE SOLE MEMBER CORPORATION, PEACEHEALTH HAS CERTAIN ADDITIONAL RIGHTS, INCLUDING APPROVING DISSOLUTION AND APPROVING CHANGES TO SOUTHWEST MEDICAL CENTER FOUNDATION'S ARTICLES AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS PRESENTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C A FORMAL CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO SOUTHWEST MEDICAL CENTER FOUNDATION BOARD MEMBERS AND OFFICERS AT LEAST ANNUALLY. RESPONSES ARE REVIEWED BY THE PEACEHEALTH ORGANIZATIONAL INTEGRITY DEPARTMENT AND ANY PERCEIVED OR REAL CONFLICTS OF CONCERN ARE DOCUMENTED IN PEACEHEALTH SOUTHWEST MEDICAL CENTER FDN IN A MANAGEMENT PLAN AND REVIEWED BY NETWORK AND BOARD LEADERSHIP. BOARD MEMBERS AND OFFICERS ARE OBLIGATED TO BRING ANY CHANGES IN STATUS VIS--VIS THE CONFLICT-OF-INTEREST POLICY TO THE BOARD'S ATTENTION FOR REVIEW AND DISPOSITION BETWEEN SURVEY PERIODS. IF PEACEHEALTH ORGANIZATIONAL INTEGRITY BELIEVES A DISCLOSURE POSES A POTENTIAL OR ACTUAL CONFLICT, IT MUST INDICATE TO THE COVERED PERSON HOW TO DISPOSE OF OR MANAGE THE CONFLICT. PEACEHEALTH ORGANIZATIONAL INTEGRITY INVOLVES LEADERS FROM OTHER DEPARTMENTS AS NEEDED TO REVIEW AND MANAGE DISCLOSED CONFLICTS OF INTEREST. IF PEACEHEALTH HAS REASONABLE CAUSE TO BELIEVE THAT AN INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST OR OTHERWISE VIOLATED THIS POLICY OR REFUSED TO COOPERATE IN AN INVESTIGATION RELATED TO COMPLIANCE WITH THIS POLICY, IT MUST INFORM THE PERSON OF THE BASIS FOR THE BELIEF AND AFFORD AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE RESPONSE AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, PEACEHEALTH DETERMINES A PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION UP TO AND INCLUDING DISSOLUTION OF THE PERSON'S AFFILIATION WITH PEACEHEALTH. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. EMPLOYEES ARE COMPENSATED BY PEACEHEALTH (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. PEACEHEALTH THEN ESTABLISHES THE INDIVIDUAL RATE OF PAY WITHIN THE PAY RANGE BASED ON RELEVANT EXPERIENCE/SKILLS/COMPETENCE TO DO THE JOB. THE RANGES AND RATE OF PAY ARE REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST VIA MAIL OR E-MAIL. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ASSETS HELD IN TRUST -7,686. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD AT PEACEHEALTH -7,647. PEACEHEALTH NETWORKS 1115 SE 164TH AVENUE VANCOUVER WA 98683 911230425 SUPPORT WA 501(C)(3) LINE 12B, II N/A 0 PEACEHEALTH 1115 SE 164TH AVENUE VANCOUVER WA 98683 910939479 MEDICAL SERVICES WA 501(C)(3) LINE 3 PH NETWORKS 0 HEALTH VENTURES 1115 SE 164TH AVENUE VANCOUVER WA 98683 911350776 HEALTHCARE JV WA 501(C)(3) LINE 12A, I PEACEHEALTH 0 KETCHIKAN MEDICAL SERVICES FOUNDATION 3100 TANGASS AVENUE KETCHIKAN AK 99901 651225184 FUNDRAISING AK 501(C)(3) LINE 7 PEACEHEALTH 0 COTTAGE GROVE MEDICAL CENTER FOUNDATION 1515 VILLAGE DRIVE COTTAGE GROVE OR 97424 930688381 FUNDRAISING OR 501(C)(3) LINE 7 PEACEHEALTH 0 PEACE HARBOR MEDICAL CENTER FOUNDATION 400 NINTH STREET FLORENCE OR 97439 931084126 FUNDRAISING OR 501(C)(3) LINE 7 PEACEHEALTH 0 SACRED HEART MEDICAL CENTER FOUNDATION PO BOX 10905 EUGENE OR 97440 936026548 FUNDRAISING OR 501(C)(3) LINE 7 PEACEHEALTH 0 ST JOHN MEDICAL CENTER FOUNDATION PO BOX 3 LONGVIEW WA 98632 911538852 FUNDRAISING WA 501(C)(3) LINE 7 PEACEHEALTH 0 ST JOSEPH MEDICAL CENTER FOUNDATION 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 721545902 FUNDRAISING WA 501(C)(3) LINE 7 PEACEHEALTH 0 RB AMBULATORY SURGERY CENTER 3355 RIVERBEND DR SPRINGFIELD OR 97477 MEDICAL OR N/A N/A 0 0 ARDON HEALTH HOLDINGS LLC 601 SW 2ND AVE 24TH FL PORTLAND OR 97204 821561337 PHARMACY DE N/A N/A 0 0 CLARE REASSURANCE 1115 SE 164TH AVENUE VANCOUVER WA 98683 REINSURANCE CJ N/A C 0 LOWER COLUMBIA REGION POOLED INCOME FUND 1115 SE 164TH AVENUE VANCOUVER WA 98683 466157497 POOLED INCOME WA N/A T 0 OREGON REGION POOLED INCOME FUND 1115 SE 164TH AVENUE VANCOUVER WA 98683 466180599 POOLED INCOME WA N/A T 0 PEACEHEALTH AMBULATORY LLC 1115 SE 164TH AVENUE VANCOUVER WA 98683 862027568 MEDICAL WA N/A C 0 PEACEHEALTH CLINICALLY INTEGRATED NETWORK 1115 SE 164TH AVENUE VANCOUVER WA 98683 861975269 MEDICAL WA N/A C 0 PEACEHEALTH DIRECT CONTRACTING LLC 1115 SE 164TH AVENUE VANCOUVER WA 98683 861344009 MEDICAL WA N/A C 0 POOLED INCOME FUND OF PEACEHEALTH #1 1115 SE 164TH AVENUE VANCOUVER WA 98683 276030191 POOLED INCOME WA N/A T 0 SIUSLAW REGION POOLED INCOME FUND 1115 SE 164TH AVENUE VANCOUVER WA 98683 466221760 POOLED INCOME WA N/A T 0 SOUTHWEST REGION POOLED INCOME FUND 1115 SE 164TH AVENUE VANCOUVER WA 98683 466168710 POOLED INCOME WA N/A T 0 WHATCOM REGION POOLED INCOME FUND 1115 SE 164TH AVENUE VANCOUVER WA 98683 466129451 POOLED INCOME WA N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0