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← KADLEC FOUNDATION

Form 990 for tax year 2024

Filed by KADLEC FOUNDATION.

Totals

Total revenue
$4,017,521
Total expenses
$2,174,302
Contributions and grants received
$868,061
Grants paid
$1,915,038
Program service revenue
$0
Investment income
$3,201,698
Other revenue
-$52,238
Total assets, end of year
$40,205,550
Total liabilities, end of year
$4,766,370
Net assets or fund balances, end of year
$35,439,180
Program services expenses (Part IX)
$1,915,038
Management and general expenses
$156,240
Fundraising expenses
$103,024
Program service expenses (Part III)
$1,915,038

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $132,358

  • 1d · Related organizations

    $636

  • 1f · All other contributions, gifts and grants

    $735,067

  • 3 · Investment income

    total $945,663 · unrelated business $5,541 · excluded $940,122

  • 7a · Gross sales of assets other than inventory

    securities $2,641,181

  • 7b · Less cost or other basis and sales expenses

    securities $385,146

  • 7c · Gain or loss

    securities $2,256,035

  • 7d · Net gain or loss

    total $2,256,035 · excluded $2,256,035

  • 8a · Fundraising events: gross income

    $12,400

  • 8a · Fundraising events: contributions included on line 1c

    $132,358

  • 8b · Fundraising events: direct expenses

    $64,638

  • 8c · Net income from fundraising events

    total -$52,238 · excluded -$52,238

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,785,775 · program services $1,785,775

  • 2 · Grants to domestic individuals

    total $129,263 · program services $129,263

  • 11f · Fees: investment management

    total $147,708 · management and general $147,708

  • 11g · Fees: other

    total $41,221 · management and general $3,153 · fundraising $38,068

  • 12 · Advertising and promotion

    total $14,869 · management and general $1,137 · fundraising $13,732

  • 13 · Office expenses

    total $15,152 · management and general $1,159 · fundraising $13,993

  • 16 · Occupancy

    total $12,720 · management and general $972 · fundraising $11,748

  • 17 · Travel

    total $348 · management and general $27 · fundraising $321

  • 24a · Other expenses: OTHER DIRECT EXPENSES

    total $26,528 · management and general $2,029 · fundraising $24,499

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $585 · management and general $45 · fundraising $540

  • 24c · Other expenses: SPECIAL EVENTS

    total $133 · management and general $10 · fundraising $123

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $8,227,846 · end of year $7,013,315

  • 3 · Pledges and grants receivable

    beginning of year $116,225 · end of year $78,965

  • 8 · Inventories for sale or use

    beginning of year $193 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $143

  • 10b · Land, buildings and equipment: accumulated depreciation

    $143

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $31,186,919 · end of year $33,051,617

  • 15 · Other assets

    beginning of year $85,668 · end of year $61,653

  • 17 · Accounts payable and accrued expenses

    beginning of year $941,480 · end of year $10,968

  • 25 · Other liabilities

    beginning of year $2,442,884 · end of year $4,755,402

  • 27 · Net assets without donor restrictions

    beginning of year $25,689,435 · end of year $27,108,933

  • 28 · Net assets with donor restrictions

    beginning of year $10,543,052 · end of year $8,330,247

Mission and programs · 2024

Mission

SUPPORT KADLEC REGIONAL MEDICAL CENTER IN RICHLAND, WA. BY ENHANCING ITS ABILITY TO MEET EMERGING HEALTHCARE NEEDS IN THE SURROUNDING COMMUNITY.

Activities or mission (Part I)

SUPPORT KADLEC REGIONAL MEDICAL CENTER IN RICHLAND, WA.

  • SEE SCHEDULE O.IN 2024, THE KADLEC FOUNDATION'S PROGRAM SERVICE ACCOMPLISHMENTS INCLUDED: - 170 IN- AND OUT-PATIENTS ACCESSED ASSISTANCE FOR HOTEL STAYS AND FUEL VOUCHERS THROUGH OUR GOOD SAMARITAN FUND, ASSISTING WITH TRAVEL NEEDS DIRECTLY RELATED TO CARE, FOR A COMBINED TOTAL OF $8,729.- $52,420 BENEFITED THE POPULATION HEALTH PROGRAM, SUPPORTED BY THE KADLEC FOUNDATION, WHICH PROVIDES DIRECT ASSISTANCE TO THE UNHOUSED AND MEMBERS OF THE LATINO COMMUNITY. THIS INCLUDES 322 INDIVIDUALS ASSISTED BY THE RANGE COMMUNITY CLINIC, A MOBILE UNIT PROVIDING HEALTH CARE TO UNDERSERVED COMMUNITIES. ANOTHER 613 WERE HELPED THROUGH A PROGRAM AT THE MID-COLUMBIA LIBRARY, A FREE SERVICE THAT CONNECTS PEOPLE WITH THE COMMUNITY RESOURCES THEY NEED. ANOTHER 781 INDIVIDUALS RECEIVED RESOURCE CONNECTIONS, OUTSIDE OF THE LIBRARY PROGRAM, AND 518 UNHOUSED INDIVIDUALS RECEIVED ASSISTANCE THROUGH THE KADLEC'S HOMEROOM CONNECT PROGRAM, WHICH PROVIDES MONTHLY MEALS, CLOTHES, HAIRCUTS AND HEALTH SERVICES. SUPPORT TO POPULATION HEALTH ALSO INCLUDING EMERGENT ITEMS FOR INDIVIDUALS, INCLUDING WARMING KITS, COOLING KITS, HYGIENE KITS, DURABLE MEDICAL EQUIPMENT, CARE SEATS, GRAB BARS, LIFESAVING MEDICATION, TRANSPORTATION AND A LIFT BATTERY. THE KADLEC FOUNDATION FURNISHED KADLEC PRIMARY CARE CLINICS WITH 265 BLOOD PRESSURE CUFFS FOR PATIENTS WHO NEED TO SELF-MONITOR AND CANNOT PURCHASE ONE.- THE KADLEC FOUNDATION AWARDED SCHOLARSHIPS TO 25 STUDENTS AT COLUMBIA BASIN COLLEGE, TOTALING $52,290 AND SCHOLARSHIPS TO 20 STUDENTS AT WSU-TRI CITIES, TOTALING $41,904 FOR A TOTAL OF $94,194 FOR 45 STUDENTS PURSUING HEALTH CARE CAREERS.- 8,280 PEOPLE WERE PART OF THE HEALTHY AGES PROGRAMS, INCLUDING ATTENDING MONTHLY WELLNESS CLASSES, A MEDICARE CLASS, ASSISTANCE WITH MEDICARE OPEN ENROLLMENT, MALL WALKERS, END OF LIFE CLASSES AND DIRECT CONSULTATIONS.- THE FIRST COMMUNITY WELLNESS CON S.A.B.O.R CLASSES WERE HELD IN DECEMBER 2024 WITH 56 PARTICIPANTS - SABOR MEANS FLAVOR AND REPRESENTS HEALTH, ACCESS, DANCE, OPPORTUNITY AND REPAIR. COMMUNITY MEMBERS PARTICIPATE IN A FREE ZUMBA CLASS TO PROMOTE MOVEMENT, WHILE ORGANIZATIONS PRESENT RESOURCES AND PROGRAMS AVAILABLE TO THE COMMUNITY.- 61 HIGH SCHOOL STUDENTS ATTENDED A ONE-WEEK INTRODUCTION TO MEDICAL FIELDS TO HELP FILL FUTURE HEALTH CARE ROLES.- MORE THAN 1,200 BOOKS WERE DONATED BY COMMUNITY MEMBERS FOR PATIENTS IN KADLEC'S NICU TO SUPPORT FAMILY BONDING AND INCREASE SPEECH/LANGUAGE INTERACTIONS.

    Expenses $1,915,038 · Grants $1,915,038

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LACEY PERRY

    CHIEF PHILANTHROPY OFF. (PART YEAR)

    Total calculated
    $214,544
    From this org
    $0
    From related orgs
    $199,865
    Other
    $14,679
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,617 related
    Bonus
    $0 + $8,889 related
    Other
    $0 + $359 related
    Deferred
    $0 + $7,991 related
    Nontaxable benefits
    $0 + $6,688 related
    Filer's total
    $0 + $214,544 related

  • MOLLY CALHOUN

    TRUSTEE

    Total calculated
    $186,033
    From this org
    $0
    From related orgs
    $166,134
    Other
    $19,899
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,046 related
    Bonus
    $0 + $8,762 related
    Other
    $0 + $326 related
    Deferred
    $0 + $15,113 related
    Nontaxable benefits
    $0 + $4,786 related
    Filer's total
    $0 + $186,033 related

  • JAMES HALL

    CHIEF PHILANTHROPY OFF. - THRU 1/24

    Total calculated
    $183,586
    From this org
    $0
    From related orgs
    $176,445
    Other
    $7,141
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,173 related
    Bonus
    $0 + $9,007 related
    Other
    $0 + $11,265 related
    Deferred
    $0 + $5,243 related
    Nontaxable benefits
    $0 + $1,898 related
    Filer's total
    $0 + $183,586 related

  • BILL WALTHER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOSH CHITTENDEN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MOLLY STUTESMAN

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SEAN HASLERIG

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ALMA FEIL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • APRIL CONNORS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • BARBARA FRENCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • BRANDON POTTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • BRIAN STALEY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • CHRIS PORTER

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • KARTHIK SUBRAMANIAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RANDY JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RICK GANT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ROSEANNE DROESCH

    TRUSTEE (PART YEAR)

    Total calculated
    $0
    Hours/week
    0.5

  • ROY WU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • TED SAMSELL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
PROVIDENCE EXPENSE REIMBURSEMENT PROCEDURES INCLUDE THE FOLLOWING POLICIES: FIRST CLASS TRAVEL OR CHARTER TRAVEL AIR TRAVEL IS GENERALLY REIMBURSABLE AT THE LEAST EXPENSIVE AIRFARE WHICH PERMITS DEPARTURES AND ARRIVALS AT REASONABLE TIMES AND REASONABLE DISTANCE TRAVELED. EMPLOYEES ARE ENCOURAGED TO PLAN IN ADVANCE TO GET AVAILABLE DISCOUNTS. AIRLINE FREQUENT FLYER UPGRADES WILL NEVER BE REIMBURSED. IN LIMITED SITUATIONS, FIRST CLASS TICKETS AND CHARTER MAY BE REIMBURSED WHEN APPROVED BY A SENIOR LEVEL SUPERVISOR. THESE REIMBURSEMENTS ARE NOT REPORTED AS TAXABLE COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TAX INDEMNIFICATIONS OR GROSS-UP PAYMENTS - RELOCATION PROVIDENCE FOLLOWS THE FEDERAL AND STATE TAXATION LAWS RELATED TO RELOCATION EXPENSES PAID TO THE EMPLOYEE OR TO A THIRD PARTY ON THE EMPLOYEE'S BEHALF. THEY ARE CONSIDERED TAXABLE WAGES AND ARE REPORTED AS SUCH. BASED ON THE WAY PROVIDENCE HAS CHOSEN TO PAY THE RELOCATION EXPENSES, PROVIDENCE REPORTS REIMBURSEMENTS AND PAYMENTS TO VENDORS AS INCOME AND THESE EXPENSE PAYMENTS ARE REFLECTED ON THE EXECUTIVE'S FORM W-2. PROVIDENCE PROVIDES A GROSS-UP FOR THE RELOCATION BENEFITS, SO THAT A PORTION OF THE REIMBURSEMENT DOES NOT HAVE TO BE USED TO PAY TAXES, AND THIS TAX GROSS-UP IS ALSO REPORTED AS TAXABLE INCOME. THE AMOUNTS REPORTED FOR THESE GROSS-UP PAYMENTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990. TAX INDEMNIFICATIONS OR GROSS-UP PAYMENTS - FINANCIAL/RETIREMENT PLANNING PROVIDENCE FOLLOWS THE FEDERAL AND STATE TAXATION LAWS RELATED TO FINANCIAL AND RETIREMENT PLANNING EXPENSES PAID TO THE EMPLOYEE OR TO A THIRD PARTY ON THE EMPLOYEE'S BEHALF. THEY ARE CONSIDERED TAXABLE WAGES AND ARE REPORTED AS SUCH. BASED ON THE WAY PROVIDENCE HAS CHOSEN TO PAY THESE OTHER EXPENSES, PROVIDENCE REPORTS REIMBURSEMENTS AND PAYMENTS TO VENDORS AS INCOME AND THESE EXPENSE PAYMENTS ARE REFLECTED ON THE EXECUTIVE'S FORM W-2. PROVIDENCE PROVIDES A GROSS-UP FOR THIS BENEFIT, SO THAT A PORTION OF THE PAYMENT DOES NOT HAVE TO BE USED TO PAY TAXES, AND THIS TAX GROSS-UP IS ALSO REPORTED AS TAXABLE INCOME. THE AMOUNTS REPORTED FOR THESE GROSS-UP PAYMENTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990. PERSONAL SERVICES PROVIDENCE OFFERS FINANCIAL PLANNING SERVICES AS AN OPTIONAL BENEFIT TO EMPLOYEES AT VICE PRESIDENT LEVEL AND ABOVE.THIS BENEFIT IS CONSIDERED A TAXABLE BENEFIT AND IS INCLUDED ON THE EMPLOYEE'S FORM W- 2. THE AMOUNTS REPORTED FOR THE FINANCIAL PLANNING SERVICES ARE INCLUDED AS TAXABLE INCOME ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990 FOR THE EMPLOYEES WHO PARTICIPATE.
PART I, LINE 3
DESCRIPTION OF PROCESS TO REVIEW COMPENSATION PAID TO TOP MANAGEMENT OFFICIAL THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER/TOP MANAGEMENT OFFICIAL IS PAID BY A RELATED TAX-EXEMPT ORGANIZATION, PROVIDENCE HEALTH & SERVICES - WASHINGTON, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS USED BY PROVIDENCE.
PART I, LINE 4B
ENTITIES WITHIN THE PROVIDENCE SYSTEM SPONSOR NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS FOR CERTAIN EXECUTIVES. THE PLANS PROVIDE FOR EMPLOYER CONTRIBUTIONS BASED ON A PERCENTAGE OF EXECUTIVE BASE SALARY AND, DEPENDING ON THE PLAN, ARE SUBJECT TO EITHER A THREE YEAR, AGE 59 1/2 OR A FIVE YEAR, AGE 65 VESTING SCHEDULE. UNTIL THE EXECUTIVE PROVIDES THESE SUBSTANTIAL FUTURE SERVICES, THESE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE AT RISK, AND WILL BE FORFEITED IF THE EXECUTIVE LEAVES THE ORGANIZATION BEFORE REACHING HER OR HIS VESTING DATE. THE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE INCLUDED IN COLUMN (C) AS A NONTAXABLE BENEFIT IN THE YEAR THE CONTRIBUTION IS CREDITED TO THE EXECUTIVE'S ACCOUNT, AND ARE INCLUDED AGAIN ON THE FORM 990 IN COLUMN (B)(III) IF AND WHEN THE AMOUNT BECOMES VESTED IN A FUTURE YEAR, AS THE FORM 990 REQUIRES. NO INDIVIDUALS RECEIVED A PAYOUT DURING THE CURRENT YEAR.
PART I, LINE 7
NON-FIXED PAYMENTS THE PROVIDENCE EXECUTIVE COMPENSATION COMMITTEE (OF THE BOARD) HAS APPROVED AN EXECUTIVE COMPENSATION PHILOSOPHY THAT CLOSELY TIES AN EXECUTIVE'S COMPENSATION TO PERFORMANCE BOTH THE PERFORMANCE OF THE ORGANIZATION AND THE PERFORMANCE OF THE EXECUTIVE. THERE IS NO GUARANTEE THAT THIS PART OF A LEADER'S COMPENSATION WILL BE PAID IF THE PERFORMANCE OF THE ORGANIZATION OR OF THE INDIVIDUAL DOES NOT MEET THE PERFORMANCE STANDARDS FOR PAYMENT, NO PERFORMANCE-BASED PAYMENT IS MADE. THIS APPROACH IS REFLECTED IN PROVIDENCE'S LEADERSHIP ANNUAL INCENTIVE PLAN, WHICH IS A PERFORMANCE-BASED ANNUAL INCENTIVE PLAN THAT AFFORDS PARTICIPATING EXECUTIVES THE OPPORTUNITY TO EARN "AT RISK" COMPENSATION THROUGH PERFORMANCE AGAINST VERY CHALLENGING GOALS. PAYOUTS WILL BE AWARDED BASED ON GOALS RELATED TO STRATEGIC OBJECTIVES, FISCAL STEWARDSHIP AND QUALITY OF CARE THESE GOALS ARE SET BEFORE THE YEAR BEGINS AND ARE VERY CHALLENGING. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND APPROVES EACH YEAR'S PERFORMANCE GOALS TO MAKE SURE THEY ARE SUFFICIENTLY CHALLENGING, AND TO MAKE SURE THE GOALS ARE DESIGNED TO HELP PROVIDENCE MEET ITS MISSION AND STRATEGIC PURPOSES. EACH YEAR THE PSJH BOARD EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE INCENTIVE PERFORMANCE AND MUST CERTIFY THE ACHIEVEMENT OF PERFORMANCE GOALS BEFORE ANY AWARDS ARE PAID OUT. WHEN REVIEWING AND APPROVING TOTAL COMPENSATION FOR EXECUTIVES, THE EXECUTIVE COMPENSATION COMMITTEE INCLUDES INCENTIVE AWARDS, TO MAKE SURE THAT COMPENSATION IS REASONABLE AND WELL-SUPPORTED BY MARKET DATA. THE COMMITTEE CONSISTS ONLY OF DIRECTORS WHO ARE FREE OF CONFLICTS OF INTEREST, AND THE COMMITTEE RELIES ON MARKET SURVEY DATA GATHERED BY AN INDEPENDENT CONSULTANT. THE COMMITTEE CONDUCTS THIS REVIEW AND APPROVAL PROCESS IN A MANNER THAT IS IN ACCORDANCE WITH IRS REQUIREMENTS FOR COMPENSATION OF TAX-EXEMPT ORGANIZATION LEADERS, AND IN ACCORDANCE WITH THE BEST GOVERNANCE PRACTICES IN THE INDUSTRY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
7 October 2025
IRS schema version
2024v5.2
Source object
202533109349302583

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