Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $12,704,057

• 1g · Noncash contributions included above

  $41,878

• 3 · Investment income

  total $503,285 · excluded $503,285

• 7a · Gross sales of assets other than inventory

  securities $7,155

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

  securities $2,498 · other assets $461,204

• 7c · Gain or loss

  securities $4,657 · other assets -$461,204

• 7d · Net gain or loss

  total -$456,547 · excluded -$456,547

• 11a · Other revenue: MISCELLANEOUS REVENUE

  total $1,400 · excluded $1,400

• 11e · Other revenue, total

  $1,400

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $10,845,515 · program services $10,845,515

• 7 · Other salaries and wages

  total $850,618 · program services $728,046 · management and general $122,572

• 8 · Pension plan contributions

  total $36,369 · program services $31,128 · management and general $5,241

• 9 · Other employee benefits

  total $147,087 · program services $125,892 · management and general $21,195

• 10 · Payroll taxes

  total $61,001 · program services $52,211 · management and general $8,790

• 11g · Fees: other

  total $45,395 · program services $38,854 · management and general $6,541

• 12 · Advertising and promotion

  total $15,450 · program services $13,224 · management and general $2,226

• 13 · Office expenses

  total $160,519 · program services $137,389 · management and general $23,130

• 14 · Information technology

  total $13,862 · program services $11,864 · management and general $1,998

• 17 · Travel

  total $10,503 · program services $8,990 · management and general $1,513

• 21 · Payments to affiliates

  total $876,916 · program services $750,554 · management and general $126,362

• 22 · Depreciation, depletion and amortization

  total $1,365 · program services $1,168 · management and general $197

• 24a · Other expenses: IN KIND EXPENSES

  total $27,076 · program services $23,174 · management and general $3,902

• 24b · Other expenses: BANK FEES

  total $1,800 · program services $1,540 · management and general $260

• 24e · All other expenses

  total $4,472 · program services $3,828 · management and general $644

Balance sheet

Part X, book values.

• 2 · Savings and temporary cash investments

  beginning of year $13,170,789 · end of year $14,024,128

• 3 · Pledges and grants receivable

  beginning of year $16,909,085 · end of year $15,807,092

• 7 · Other notes and loans receivable

  beginning of year $466,152 · end of year $610,327

• 11 · Investments: publicly traded securities

  beginning of year $16,742,501 · end of year $17,675,020

• 12 · Investments: other securities

  beginning of year $94,858 · end of year $500,000

• 27 · Net assets without donor restrictions

  beginning of year $6,838,508 · end of year $6,838,508

• 28 · Net assets with donor restrictions

  beginning of year $40,544,877 · end of year $41,778,059

The filer's explanations (Part III)

PART I, LINE 3

THE ORGANIZATION WHICH CONTROLS PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION IS PEACEHEALTH (EIN: 91-0939479). PEACEHEALTH ESTABLISHES COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR USING: 1) INDEPENDENT COMPENSATION CONSULTANT 2) COMPENSATION SURVEY OR STUDY 3) APPROVAL BY THE BOARD ALL PERSONS PROVIDING SERVICES FOR PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION ARE EMPLOYEES OF AND COMPENSATED BY PEACEHEALTH.

PART I, LINE 4B

PEACEHEALTH (EIN: 91-0939479) ESTABLISHES, IMPLEMENTS, AND CONDUCTS THE COMPENSATION POLICIES AND PRACTICES OF PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION. THE COMPENSATION POLICIES OF PEACEHEALTH ARE DISCLOSED BELOW. PEACEHEALTH'S CHIEF EXECUTIVE OFFICER, EXECUTIVE VICE PRESIDENTS, SENIOR VICE PRESIDENTS, 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. THE FOLLOWING INDIVIDUAL PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN CALENDAR YEAR 2023 (DEFERRED/PAID): SEAN GREGORY: $330,380/$0

Related partnerships

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

• RB AMBULATORY SURGERY CENTER

  MEDICAL · OR

• ARDON HEALTH HOLDINGS LLC

  PHARMACY · DE

Related corporations and trusts

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

• CLARE REASSURANCE

  C · REINSURANCE · CJ

• LOWER COLUMBIA REGION POOLED INCOME FUND

  T · POOLED INCOME · WA

• OREGON REGION POOLED INCOME FUND

  T · POOLED INCOME · WA

• PEACEHEALTH AMBULATORY LLC

  C · MEDICAL · WA

• PEACEHEALTH CLINICALLY INTEGRATED NETWORK

  C · MEDICAL · WA

• PEACEHEALTH DIRECT CONTRACTING LLC

  C · MEDICAL · WA

• PEACEHEALTH NETWORKS ON DEMAND LLC

  C · MEDICAL CLINICS · WA

• POOLED INCOME FUND OF PEACEHEALTH #1

  T · POOLED INCOME · WA

• SIUSLAW REGION POOLED INCOME FUND

  T · POOLED INCOME · WA

• SOUTHWEST REGION POOLED INCOME FUND

  T · POOLED INCOME · WA

• WHATCOM REGION POOLED INCOME FUND

  T · POOLED INCOME · WA