2026-05-15T14:05:56-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990 2024-07-01 943189424 SAN FRANCISCO GENERAL HOSPITAL FOUNDATION SANF 6282064478 PO BOX 410836 SAN FRANCISCO CA 94141 KIM MEREDITH CHIEF EXECUTIVE OFFICER 6282064478 2026-05-13 1 0 BRIAN YACKER P00401346 9492222999 2026-05-13 2024 2025-03-06 01:10:19Z KIM MEREDITH PO BOX 410836 SAN FRANCISCO CA 94141 99334566 0 X WWW.SFGHF.ORG X 1993 CA TO SUPPORT AND FUND EXCELLENCE IN PATIENT CARE AND INNOVATION AT (CONT'D: SCHEDULE O) ZUCKERBERG SAN FRANCISCO GENERAL HOSPITAL AND TRAUMA CENTER (ZSFG) BECAUSE WE BELIEVE IN HEALTH EQUITY, ACCESS, AND QUALITY HEALTH CARE FOR ALL PEOPLE. 19 19 28 26 0 0 13093355 13381812 200452 239266 3873163 4788790 -671397 -538322 16495573 17871546 29432595 30612619 0 0 4044676 3944045 0 0 1586684 2511464 2209610 35988735 36766274 -19493162 -18894728 160559054 144838231 6304403 6355920 154254651 138482311 X SFGHF SUPPORTS AND FUNDS EXCELLENCE IN PATIENT CARE AND INNOVATION AT ZUCKERBERG SAN FRANCISCO GENERAL HOSPITAL AND TRAUMA CENTER BECAUSE WE BELIEVE IN HEALTH EQUITY, ACCESS, AND QUALITY HEALTH CARE FOR ALL PEOPLE. 0 0 21555977 21555977 CAPITAL PROJECTS: THE SAN FRANCISCO GENERAL HOSPITAL FOUNDATION SUPPORTS VITAL CAPITAL PROJECTS AT ZUCKERBERG SAN FRANCISCO GENERAL HOSPITAL AND TRAUMA CENTER TO ADVANCE FACILITIES AND FACILITY UPGRADES, INSTALL STATE-OF-THE ART EQUIPMENT, AND IMPROVE CARE DELIVERY USING A PATIENT-CENTERED APPROACH IN SERVICE OF ONE IN EIGHT SAN FRANCISCANS. SUPPORT DURING THE FISCAL YEAR FOCUSED ON RENOVATION AND BUILD-OUT OF THE HOSPITAL'S OUTPATIENT CENTER, INCLUDING RENOVATION OF THE HOSPITAL'S OUTPATIENT UROLOGY CLINIC, DESIGN WORK FOR THE FAMILY HEALTH CENTER, AND THE BUILDOUT OF CLINICS. 1516775 1516775 SOLID START PROMOTES HEALTH AND HEALTH EQUITY BY INTEGRATING SOCIAL, BEHAVIORAL, AND MEDICAL CARE FOR PREGNANT WOMEN AND FAMILIES WITH CHILDREN AGES 0 THROUGH 3. THE PROGRAM COLLABORATES DIRECTLY WITH FAMILIES IN OUR TARGET POPULATION AND CROSS-SECTOR COMMUNITY PARTNERS TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH; BRIDGES THE PRENATAL AND POSTPARTUM DIVIDE WITH A FAMILY-CENTERED APPROACH TO WHOLE PERSON CARE; AND CAPITALIZES ON THE PERIODICITY OF BOTH PRENATAL CARE AND POSTNATAL WELL-CHILD VISITS TO MEET FAMILIES WHERE THEY ARE. 1467909 1467909 THE TRANSFORM MENTAL AND BEHAVIORAL HEALTH INITIATIVE WAS ESTABLISHED IN RESPONSE TO RISING MENTAL AND BEHAVIORAL HEALTH NEEDS THROUGHOUT THE CITY AND COUNTY OF SAN FRANCISCO. THE INITIATIVE FOCUSES ON A CROSS-FUNCTIONAL FOCUS ON MENTAL HEALTH PROGRAMS, SERVICES, AND HEALTH EQUITY, AND INCLUDES THE FOLLOWING HOSPITAL PROGRAMS: THE ADDICTION CARE TEAM, IN-PATIENT PSYCHIATRY, PSYCHIATRIC EMERGENCY SERVICES, SOCIAL MEDICINE, AND TEAM LILY. 7042620 6071958 239266 THE FOUNDATION HAS A NUMBER OF OTHER PROGRAM SERVICES AND IS COMMITTED TO SUPPORTING ZUCKERBERG SAN FRANCISCO GENERAL IN ITS MISSION TO PROVIDE ACCESS TO HIGH QUALITY HEALTH CARE FOR EVERYONE, INCLUDING THE REGION'S MOST VULNERABLE POPULATIONS; SUPERB EMERGENCY AND TRAUMA CARE; EDUCATION OF THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS; AND RESEARCH TO PROMOTE EXCELLENCE IN WOMAN'S HEALTH, PEDIATRICS, PALLIATIVE CARE, ORTHOPAEDICS, INJURY PREVENTION AND TRAUMA AND HIV/AIDS SERVICES. 7042620 6071958 239266 31583281 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 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 0 0 0 0 1 24 0 1 28 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GERRY CHOW 6282064478 PO BOX 410836 SAN FRANCISCO CA 94141 JANIS MACKENZIE PRESIDENT 5.00 X X 0 0 0 HOWARD CHI SECRETARY (UNTIL 12/31/24) 5.00 X X 0 0 0 ROBERT TURLEY SECRETARY (STARTED 01/01/25) 5.00 X X 0 0 0 MELISSA CHADWICK-DUNN TREASURER 5.00 X X 0 0 0 ANDREW CLARK DIRECTOR 5.00 X 0 0 0 RODNEY FONG DIRECTOR 5.00 X 0 0 0 CANDACE SUE DIRECTOR 5.00 X 0 0 0 ALONSO ALFIE FELDER DIRECTOR 5.00 X 0 0 0 KIMBERLEY GOODE DIRECTOR 5.00 X 0 0 0 JAMES D MARKS MD PHD DIRECTOR 5.00 X 0 0 0 HEMAL KANZARIA MD MSC DIRECTOR 5.00 X 0 0 0 MATTHEW KINSELLA DIRECTOR 5.00 X 0 0 0 JENNA LIM DIRECTOR 5.00 X 0 0 0 ALLAN LOW DIRECTOR 5.00 X 0 0 0 ELLEN M NEWMAN DIRECTOR 5.00 X 0 0 0 CRISTINA HUEZO DIRECTOR 5.00 X 0 0 0 SIMON BALCH DIRECTOR 5.00 X 0 0 0 ANDREW MCCOLLUM DIRECTOR 5.00 X 0 0 0 JANET WOJCICKI MD MPH DIRECTOR 5.00 X 0 0 0 ELIZABETH MINICK DIRECTOR 5.00 X 0 0 0 KIM MEREDITH CHIEF EXECUTIVE OFFICER 35.00 X 439627 0 29483 GERRY CHOW CHIEF FINANCIAL OFFICER 35.00 X 250920 0 16837 PAUL ROSE CHIEF EXTERNAL REL. & COMM. OFFICER 35.00 X 231566 0 20839 SAEED MIRFATTAH CHIEF OF STAFF 35.00 X 191365 0 25343 ALLISON ARDEN DIRECTOR OF INDIV. & CORP. GIFTS 35.00 X 183616 0 16203 MELISSA MOORE DIRECTOR OF OPERATIONS & GRANT MGMT 35.00 X 166884 0 15637 JENNA CASEY DIRECTOR OF COMMUNICATIONS 35.00 X 144828 0 13327 ALICE HE ASSISTANT CONTROLLER 35.00 X 132581 0 21654 TIFFANY LIU DIRECTOR OF INSTITUTIONAL GIVING 35.00 X 121910 0 14954 ELAINE ROBERTSON DIRECTOR OF EVENTS 35.00 X 115712 0 16858 DAVID YU SENIOR ACCOUNTANT & FIN. ANALYST 35.00 X 109378 0 13171 2088387 0 204306 14 0 1 0 BROWNEINC 10 RICE LANE LARKSPUR CA 94939 PUBLIC OUTREACH AND PR CONSULTING 311245 PERIDOT EVENTS LLC 540 PORTO BELLO DRIVE SAN RAFAEL CA 94901 EVENT PLANNING AND DESIGN 300884 UOVO LLC PO BOX 1966 SOUTH SAN FRANCISCO CA 94083 MOVING AND STORAGE SERVICE 134096 GROUND FLOOR PUBLIC AFFAIRS 700 MONTGOMERY STREET SUITE 100 SAN FRANCISCO CA 94111 PUBLIC OUTREACH AND PR CONSULTING 117496 PLEASE FIDI LLC ONE SANSOME STREET SAN FRANCISCO CA 94104 EVENT VENUE MANAGEMENT 117040 6 1162555 898961 11320296 300376 13381812 EATSF VOUCHERS 900099 239266 239266 239266 4482373 4482373 80974069 80667652 306417 306417 306417 205625 1162555 795368 -589743 -589743 CONCESSIONS 900099 51421 51421 51421 17871546 239266 0 4250468 30612619 30612619 1611498 344191 656028 611279 1961937 255644 1206214 500079 146065 18662 106331 21072 224545 36900 123233 64412 2995 2995 62700 62700 100000 100000 200176 200176 315114 192990 122124 465055 906 294702 169447 70088 65696 4392 53118 172 28994 23952 11220 58 8247 2915 321929 321929 89444 83580 5864 OUTREACH 283951 211834 57157 14960 DUES/SUBS/SOFTWARE FEES 206108 150 160820 45138 CULTIVATION EVENTS 10705 535 9904 266 MEALS 10550 1610 8156 784 6457 6457 36766274 31583281 3596309 1586684 420560 492684 65331328 53335969 25796943 17891123 903583 897896 176647 138071 4277557 3102995 1482658 1174562 61785439 66505645 4661896 4402281 160559054 144838231 4955259 4373773 1151610 1846032 197534 136115 6304403 6355920 X 23226614 30984086 131028037 107498225 154254651 138482311 160559054 144838231 X -18894728 2871562 250826 X X 0 1 X 1 0 X 17260148 42208051 42558992 13093355 13381812 128502358 103600 184280 287880 17260148 42208051 42558992 13196955 13566092 128790238 60681692 68108546 1274093 1497406 2076761 3955390 4482373 13286023 12027 12027 57527 108220 74377 54114 51421 345659 142433947 1937866 0.47820 0.52500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 134. CONCESSIONS - 2020 AMOUNT: $ 57,527. 2021 AMOUNT: $ 74,442. 2022 AMOUNT: $ 74,377. 2023 AMOUNT: $ 54,114. 2024 AMOUNT: $ 51,421. FISCAL AGENT FEES - 2021 AMOUNT: $ 33,644. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 100000 100000 33391894 33491894 1000000 250000 0 0 899763 710579 1000000 1000000 3610342 5415513 10000 180000 290000 100000 580000 224941 177645 250000 250000 902586 1353879 0 1 X 16604100 42700 1635511 554098 17728213 15448976 2200 1689165 536241 16604100 14416183 3630 1533381 504218 15448976 17008825 404757 -2499721 497678 14416183 5300854 8077582 3880390 250000 17008825 0.62218 0.25528 0.12255 0 0 2184414 1031082 1153332 2060693 2039463 21230 32450 32450 0 1174562 FINANCE LEASE LIABILITY 136115 136115 X 21471835 2871562 87995 250826 3210383 18261452 200176 -590082 -389906 17871546 37244175 87995 590082 678077 36566098 200176 200176 36766274 PART IV, LINE 2B: THE FOUNDATION ACTS AS A FISCAL AGENT FOR SEVERAL HOSPITAL DEPARTMENTS AND THEIR AFFILIATES. IN RETURN FOR PROVIDING SUCH SERVICES, THE FOUNDATION CHARGES A FISCAL AGENT FEE OF UP TO TEN PERCENT OF THE FUNDS RECEIVED. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF A FUND ESTABLISHED FOR GENERAL OPERATIONS, AND TWO ADDITIONAL FUNDS TO SUPPORT THE VOLUNTEER PROGRAM AND CHILDREN'S HEALTH. THE ENDOWMENTS INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND A BOARD DESIGNATED FUND ACTING AS ENDOWMENT (QUASI-ENDOWMENT). PART X, LINE 2: THE FOUNDATION IS QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND BY THE CALIFORNIA REVENUE AND TAXATION CODE UNDER SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE FOUNDATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE FOUNDATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMORTIZATION DISCOUNT FOR USE OF OFFICE SPACE 250,826. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -590,082. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 590,082. HEARTS IN SF AND HEART AFTER DARK 1368180 1162555 205625 49502 171280 20190 554396 1368180 1162555 205625 49502 171280 20190 554396 795368 -589743 1 ZUCKERBERG SAN FRANCISCO GENERAL HOSPITAL AND TRAUMA CENTER 1001 POTRERO AVENUE SAN FRANCISCO CA 94110 GOVERNMENT 30612619 0 SUPPORT OF HOSPITAL PROGRAMS AND PATIENT CARE 1 0 PART I, LINE 2: THE FOUNDATION PRIMARILY REIMBURSES THE HOSPITAL FOR QUALIFYING EXPENSES ON A COST-REIMBURSEMENT BASIS, UPON REVIEW AND VERIFICATION OF BACK-UP DOCUMENTATION SUCH AS VENDOR INVOICES, RECEIPTS, ACCOUNTING LEDGERS, AND PAYROLL LEDGERS AS APPROPRIATE. ON CERTAIN OCCASIONS WHEN FUNDS ARE ADVANCED, THE FOUNDATION MONITORS REPORTS AND BACK-UP DOCUMENTATION FOR EXPENDITURES IN THE SAME MANNER AS DESCRIBED ABOVE, AS FUNDS ARE EXPENDED AND THROUGH THE COMPLETION OF THE PROJECT BEING FUNDED. AT TIMES, THE FOUNDATION MAY ALSO PURCHASE REQUIRED SUPPLIES, MATERIALS, OR SERVICES DIRECTLY FROM VENDORS AND THEN GIFT THE GOODS OR THE PRODUCTS OF THOSE SERVICES TO THE HOSPITAL TO HELP FULFILL GRANT OBLIGATIONS; IN SUCH CASES, THE HOSPITAL MAY ADVISE ON THE APPROPRIATENESS OF SUCH ITEMS AND WILL VERIFY THAT THE USE OF THESE ITEMS WAS DONE IN COMPLIANCE WITH ANY AND ALL GRANT REQUIREMENTS. X X 0 0 0 0 0 0 0 0 0 KIM MEREDITH CHIEF EXECUTIVE OFFICER 376180 0 63447 0 0 0 4000 0 25483 0 469110 0 0 0 GERRY CHOW CHIEF FINANCIAL OFFICER 235920 0 15000 0 0 0 4000 0 12837 0 267757 0 0 0 PAUL ROSE CHIEF EXTERNAL REL. & COMM. OFFICER 224066 0 7500 0 0 0 4000 0 16839 0 252405 0 0 0 SAEED MIRFATTAH CHIEF OF STAFF 183865 0 7500 0 0 0 4000 0 21343 0 216708 0 0 0 ALLISON ARDEN DIRECTOR OF INDIV. & CORP. GIFTS 183616 0 0 0 0 0 4000 0 12203 0 199819 0 0 0 MELISSA MOORE DIRECTOR OF OPERATIONS & GRANT MGMT 166884 0 0 0 0 0 4000 0 11637 0 182521 0 0 0 JENNA CASEY DIRECTOR OF COMMUNICATIONS 144828 0 0 0 0 0 4000 0 9327 0 158155 0 0 0 ALICE HE ASSISTANT CONTROLLER 132581 0 0 0 0 0 4000 0 17654 0 154235 0 0 0 X 4 285283 FMV X 1 1993 FMV X SPORT TICKETS 2 10100 FMV X SCULPTURE 1 3000 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 4 THE COMPOSITION OF THE GOVERNING BODY'S VOTING MEMBERS WAS UPDATED DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE TAX RETURNS AND AT SUBSEQUENT BOARD MEETING COPIES OF THE RETURNS WILL BE AVAILABLE FOR REVIEW BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES POLICY COMPLIANCE THROUGH SIGNED DECLARATIONS. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE PERSON INVOLVED SHALL GIVE NOTICE OF SUCH INTEREST OR RELATIONSHIP AND SHALL THEREAFTER REFRAIN FROM DISCUSSING OR VOTING ON THE PARTICULAR TRANSACTION IN WHICH HE HAS AN INTEREST, OR OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE FOUNDATION, OR ITS COMPONENTS TO AFFECT A DECISION TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES IS SET USING COMPARABLE DATA AND IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE SAN FRANCISCO GENERAL HOSPITAL FOUNDATION ANNUALLY. IN REVIEWING COMPENSATION, CONSIDERATION IS GIVEN TO MARKET CONDITIONS, GEOGRAPHIC LOCATION, DATA FROM NONPROFITS OF SIMILAR SIZE AND MISSION, AND BENCHMARKING UTILIZING PROFESSIONAL THIRD-PARTY RESOURCES, TO ENSURE COMPENSATION IS REASONABLE AND ALIGNS WITH INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 EXCERPTS OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: AMORTIZATION DISCOUNT FOR USE OF OFFICE SPACE 250,826. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.