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← MARY BRIDGE CHILDRENS FOUNDATION

Form 990 for tax year 2024

Filed by MARY BRIDGE CHILDRENS FOUNDATION.

Totals

Total revenue
$25,408,492
Total expenses
$57,251,469
Contributions and grants received
$12,323,405
Grants paid
$54,400,492
Program service revenue
$0
Investment income
$13,087,266
Other revenue
-$2,179
Total assets, end of year
$208,575,355
Total liabilities, end of year
$42,459,355
Net assets or fund balances, end of year
$166,116,000
Program services expenses (Part IX)
$54,400,492
Management and general expenses
$2,048,306
Fundraising expenses
$802,671
Program service expenses (Part III)
$54,400,492

Program services were 95.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NICHOLAS RAJACICH MD

    MEMBER, PHYSICIAN

    Total calculated
    $874,691
    From this org
    $0
    From related orgs
    $836,848
    Other
    $37,843
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $716,727 related
    Bonus
    $0 + $104,013 related
    Other
    $0 + $16,108 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $17,143 related
    Filer's total
    $0 + $874,691 related

  • STEPHANIE ACIERNO MD

    MEMBER, PHYSICIAN

    Total calculated
    $762,986
    From this org
    $0
    From related orgs
    $716,984
    Other
    $46,002
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $609,909 related
    Bonus
    $0 + $93,848 related
    Other
    $0 + $13,227 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $25,302 related
    Filer's total
    $0 + $762,986 related

  • ROBERT COOPER MD

    MEMBER, PHYSICIAN

    Total calculated
    $291,200
    From this org
    $0
    From related orgs
    $274,542
    Other
    $16,658
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,911 related
    Bonus
    $0 + $35,008 related
    Other
    $0 + $11,623 related
    Deferred
    $0 + $15,969 related
    Nontaxable benefits
    $0 + $689 related
    Filer's total
    $0 + $291,200 related

  • AMY BETTESWORTH

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • EVAN BOULANGER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • PETER BRAUN

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JAHMAD CANLEY

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GUILLERMO CHACON

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • THOMAS FALSKOW

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TORYONO GREEN

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • TAMMY HALL

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JODI HERCHOLD

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RICHARD HERMANSON

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHRISTIAN MATTSON

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GLORIA MAYER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • MONICA NAMES KING

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TUAN NGO

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RANDI POWELL-JOHNSON

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CEFERINO QUESADA

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CARLYN ROY

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ERIN SHAGREN

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • WENDY STRICHERZ

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KIMBERLY GOLOB

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LINDA MARES TITUS

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PER MOERKESETH

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JANICE SUTTER

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM ROBERTSON

    CEO

    Total calculated
    $8,673,258
    From this org
    $0
    From related orgs
    $7,786,801
    Other
    $886,457
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,059,505 related
    Bonus
    $0 + $495,884 related
    Other
    $0 + $5,231,412 related
    Deferred
    $0 + $868,485 related
    Nontaxable benefits
    $0 + $17,972 related
    Filer's total
    $0 + $8,673,258 related

  • JAMES LEE

    CFO

    Total calculated
    $1,420,605
    From this org
    $0
    From related orgs
    $1,234,642
    Other
    $185,963
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,014,593 related
    Bonus
    $0 + $212,052 related
    Other
    $0 + $7,997 related
    Deferred
    $0 + $158,771 related
    Nontaxable benefits
    $0 + $27,192 related
    Filer's total
    $0 + $1,420,605 related

  • DORENE YOUNG

    VP FOUNDATIONS

    Total calculated
    $568,270
    From this org
    $0
    From related orgs
    $536,632
    Other
    $31,638
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,016 related
    Bonus
    $0 + $101,779 related
    Other
    $0 + $35,837 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $10,938 related
    Filer's total
    $0 + $568,270 related

  • ALICIA CHAPMAN

    EXEC. DIR.

    Total calculated
    $287,486
    From this org
    $261,148
    From related orgs
    $0
    Other
    $26,338
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $222,336
    Bonus
    $37,188
    Other
    $1,624
    Deferred
    $15,630
    Nontaxable benefits
    $10,708
    Filer's total
    $287,486

  • TRIXY DORN

    PHILANTHROPHY GIFTS OFFICER

    Total calculated
    $125,050
    From this org
    $107,220
    From related orgs
    $0
    Other
    $17,830
    Hours/week
    50

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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
LINE 4B - DORENE YOUNG, VP OF FOUNDATIONS OF MULTICARE, IS PARTICIPATING IN A 457(F) PLAN BUT NO AMOUNTS WERE PAID OUT IN 2024. IRC SECTION 457(F) PLANS ALLOW PARTICIPANTS TO CHOOSE FROM A NUMBER OF DIFFERENT TYPES OF BENEFITS WITH A DEFAULT SELECTION INTO A 457(F) PLAN. THE PLAN COVERS EMPLOYEES WHO ARE PRIMARILY A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THIS TYPE OF ARRANGEMENT CONTAINS A RISK OF FORFEITURE AND SOME OF THE ACCOUNTS USE A NON-COMPETE CLAUSE. THE EXECUTIVE GROUP ACCOUNTS CONTAIN A ROLLING 5-YEAR CLIFF 50% VESTING SCHEDULE AND ONCE THAT IS BEING MET THE PARTICIPANT RECEIVES 50% OF THE ACCOUNT, WITH A 100% VESTING UPON AGE 62 OR 5 YEARS OF PRIOR EMPLOYMENT. FOR THE HIGHLY COMPENSATED GROUP (PLAN'S LEGACY PHYSICIAN PARTICIPANT GROUP) DISTRIBUTION OF BALANCES PAID REPRESENTED VESTED AMOUNT DURING THE YEAR. THE PAYMENTS WERE TAXED AND INCLUDED IN COLUMN B, (III). SCHEDULE J SUPPLEMENTAL INFORMATION PART II, COLUMN III: DEFERRED COMPENSATION AMOUNTS, SERP VESTED TAXABLE DISTRIBUTION, WAS PAID OUT TO WILLIAM ROBERTSON, CEO, IN THE AMOUNT OF $5,216,506. THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN HAS A VESTING SCHEDULE; THE VESTED BENEFIT WAS PAID OUT AS ORDINARY INCOME (REPORTED ON W-2) AS OF THE PARTICIPANT'S VESTING DATE MILESTONE. THE PAYMENT WAS TAXED AND INCLUDED IN COLUMN B,(III). PART II, COLUMN C: MULTICARE HEALTH SYSTEM DEFERRED $847,785 INTO THE EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN (SERP) FOR WILLIAM G. ROBERTSON, CEO, WHICH IS REFLECTED IN COLUMN C.
SCHEDULE J, PART I, LINE 3:
MARY BRIDGE CHILDREN'S FOUNDATION RELIED ON A RELATED ORGANIZATION, MULTICARE HEALTH SYSTEM, TO ESTABLISH THE COMPENSATION FOR THE ORGANIZATION'S CEO. SEE SCHEDULE O, PART VI, LINE 15 NARRATIVE FOR PROCESS USED BY MULTICARE HEALTH SYSTEM.
SCHEDULE J, PART I & II, SUPPLEMENTAL:
THE REPORTABLE COMPENSATION FOR THE OFFICERS OF THE CORPORATION AND KEY EMPLOYEES IS BASED ON THE TOTAL AMOUNT PAID DURING THE YEAR FOR MANAGEMENT AND LEADERSHIP OF MULTICARE HEALTH SYSTEM AND ITS SUBSIDIARIES. THE AMOUNTS UNDER OTHER COMPENSATION, REPORTED ON SCHEDULE J, COLUMN C, INCLUDE DEFERRED COMPENSATION, AND THE VALUE OF MEDICAL, DENTAL, LIFE, DISABILITY INSURANCE, AND PENSION BENEFITS. COMPENSATION ON THIS TAX RETURN INCLUDES AMOUNTS THAT ARE NOT VESTED, ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE AND MAY NOT BE PAID OUT IN THE FUTURE. THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION AT MULTICARE HEALTH SYSTEM (I) COMPLIES WITH THE IRS FORM 990 INSTRUCTIONS; (II) IS DETERMINED BY A SEPARATE COMMITTEE OF THE BOARD OF DIRECTORS WHOSE MEMBERS ARE ALL INDEPENDENT, DO NOT HAVE A CONFLICT OF INTEREST, AND ARE NON-PAID; AND (III) IS ANNUALLY EVALUATED IN THE CONTEXT OF COMPENSATION DATA GATHERED BY INDEPENDENT EXTERNAL CONSULTANTS FROM A PEER GROUP COMPRISED OF SIMILAR HIGH PERFORMING HEALTHCARE INSTITUTIONS, PRIMARILY INTEGRATED HEALTHCARE ORGANIZATIONS. COMPENSATION PAID IS DETERMINED TO BE REASONABLE AND NECESSARY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE INDEPENDENT EXTERNAL CONSULTANT. IN ADDITION, A SIGNIFICANT PORTION OF COMPENSATION IS AT RISK AND BASED ON ACHIEVEMENT OF GOALS SET BY THE BOARD OF DIRECTORS AT THE START OF EACH YEAR IN AREAS SUCH AS PATIENT SAFETY, QUALITY, WORKFORCE DEVELOPMENT, FINANCE AND OTHER MISSION-RELATED AREAS. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECRUIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE TO DRIVE SUPERIOR ORGANIZATIONAL PERFORMANCE IN ORDER TO ACHIEVE TOP TIER INTEGRATED CARE DELIVERY SYSTEM STATUS. THE COMPENSATION COMMITTEE ROUTINELY REVIEWS BENEFITS AND RETIREMENT PROGRAMS TO ENSURE THE PLANS ARE MARKET-BASED AND OTHERWISE CONSISTENT WITH IRS GUIDELINES. THE OFFICERS OF MULTICARE HEALTH SYSTEM, 91-1352172, ALSO FULFILL OFFICER AND EXECUTIVE FUNCTIONS FOR ITS RELATED ENTITIES. COMPENSATION DISCLOSED IS REPORTED TO THE RELATED ENTITIES TAX RETURNS IN ACCORDANCE WITH IRS REGULATIONS, BUT IS NOT CHARGED TO THE SUBSIDIARY OR AFFILIATE. AN OFFICER LISTED DEVOTES AN AVERAGE OF 60 HOURS PER WEEK TO PERFORM HIS OR HER RESPONSIBILITIES.

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
4 November 2025
IRS schema version
2024v5.2
Source object
202513089349304051

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