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Nonprofiteer
← SAINT FRANCIS FOUNDATION

Form 990 for tax year 2023

Filed by SAINT FRANCIS FOUNDATION.

Totals

Total revenue
$6,183,291
Total expenses
$4,159,506
Contributions and grants received
$474,332
Grants paid
$2,009,291
Program service revenue
$0
Investment income
$5,708,959
Other revenue
$0
Total assets, end of year
$117,823,239
Total liabilities, end of year
$9,431,767
Net assets or fund balances, end of year
$108,391,472
Program services expenses (Part IX)
$2,358,649
Management and general expenses
$1,152,522
Fundraising expenses
$648,335
Program service expenses (Part III)
$2,358,649

Program services were 56.7% 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.

  • 1e · Government grants (contributions)

    $201,675

  • 1f · All other contributions, gifts and grants

    $272,657

  • 1g · Noncash contributions included above

    $2,400

  • 3 · Investment income

    total $1,023,344 · unrelated business $224,112 · excluded $799,232

  • 7a · Gross sales of assets other than inventory

    securities $91,890,254 · other assets $168

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

    securities $87,204,807 · other assets $0

  • 7c · Gain or loss

    securities $4,685,447 · other assets $168

  • 7d · Net gain or loss

    total $4,685,615 · excluded $4,685,615

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,957,548 · program services $1,957,548

  • 2 · Grants to domestic individuals

    total $51,743 · program services $51,743

  • 5 · Compensation of officers, directors and key employees

    total $164,212 · program services $65,685 · management and general $32,842 · fundraising $65,685

  • 7 · Other salaries and wages

    total $599,859 · program services $193,184 · management and general $232,354 · fundraising $174,321

  • 8 · Pension plan contributions

    total $14,784 · program services $5,176 · management and general $4,206 · fundraising $5,402

  • 9 · Other employee benefits

    total $58,507 · program services $22,840 · management and general $15,768 · fundraising $19,899

  • 10 · Payroll taxes

    total $54,083 · program services $17,412 · management and general $18,426 · fundraising $18,245

  • 11b · Fees: legal

    total $55,976 · management and general $55,976

  • 11c · Fees: accounting

    total $216,287 · management and general $216,287

  • 11e · Fees: professional fundraising services

    total $248,171 · fundraising $248,171

  • 11f · Fees: investment management

    total $437,355 · management and general $437,355

  • 11g · Fees: other

    total $48,808 · program services $10,462 · management and general $26,553 · fundraising $11,793

  • 12 · Advertising and promotion

    total $42,881 · program services $2,880 · management and general $3,210 · fundraising $36,791

  • 13 · Office expenses

    total $20,610 · program services $2,578 · management and general $10,867 · fundraising $7,165

  • 14 · Information technology

    total $8,282 · management and general $8,282

  • 16 · Occupancy

    total $75,528 · program services $24,049 · management and general $24,424 · fundraising $27,055

  • 17 · Travel

    total $9,186 · management and general $8,426 · fundraising $760

  • 19 · Conferences, conventions and meetings

    total $34,083 · management and general $13,771 · fundraising $20,312

  • 22 · Depreciation, depletion and amortization

    total $5,717 · management and general $5,717

  • 23 · Insurance

    total $44,567 · program services $5,092 · management and general $33,746 · fundraising $5,729

  • 24a · Other expenses: IN KIND MATERIALS/SUPPL

    total $5,879 · fundraising $5,879

  • 24b · Other expenses: RECOGNITION GIFTS

    total $4,546 · management and general $4,283 · fundraising $263

  • 24e · All other expenses

    total $894 · management and general $29 · fundraising $865

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,810,613 · end of year $882,214

  • 2 · Savings and temporary cash investments

    end of year $5,299,652

  • 3 · Pledges and grants receivable

    beginning of year $750,000 · end of year $133,199

  • 4 · Accounts receivable

    beginning of year $3,120 · end of year $50,250

  • 8 · Inventories for sale or use

    beginning of year $3,478 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $41,118 · end of year $57,648

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

    $34,491

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

    $34,491

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $103,210,682 · end of year $108,472,449

  • 15 · Other assets

    beginning of year $2,694,017 · end of year $2,927,827

  • 17 · Accounts payable and accrued expenses

    beginning of year $190,966 · end of year $526,902

  • 18 · Grants payable

    beginning of year $6,599,374 · end of year $4,686,250

  • 25 · Other liabilities

    beginning of year $4,551,638 · end of year $4,218,615

  • 27 · Net assets without donor restrictions

    beginning of year $56,956,319 · end of year $64,279,925

  • 28 · Net assets with donor restrictions

    beginning of year $44,214,731 · end of year $44,111,547

Mission and programs · 2023

Mission

THE MISSION OF THE SAINT FRANCIS FOUNDATION IS TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTH CARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES.

Activities or mission (Part I)

THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY.

  • THE SAINT FRANCIS FOUNDATION IS COMMITTED TO SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTHCARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES. WE PROVIDE GRANT FUNDING TO THE SAINT FRANCIS MEMORIAL HOSPITAL AND KEY NONPROFIT ORGANIZATIONS IN THE COMMUNITY WE SERVE. THROUGH OUR GRANTMAKING AND PARTNERSHIP WITH DONORS, OUR GOAL IS TO FOSTER OUTSTANDING HEALTH SERVICES TO THE LOCAL COMMUNITY FOCUSING ON INNOVATION, BEHAVIORAL HEALTH, AGING, AND CRISIS MANAGEMENT & RESPONSE.

    Expenses $2,358,649 · Grants $2,009,291

As filed on the 2023 return.

Listed in Part VII

  • Matthew Brady

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Michele Hanson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Aneal Vallurpalli

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Aneesh Krishna

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Laurette Hartigan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deanna Berzins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Beth Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • William Jump

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brandon A Kline

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Frank Malin MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nili Malach Poynter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sotha Saing

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sarita Satpathy MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeff Taylor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Noriko Lim-Tepper

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Heidi Wittenberg MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Kate Smith

    PRESIDENT

    Total calculated
    $164,212
    From this org
    $159,170
    From related orgs
    $0
    Other
    $5,042
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,170
    Bonus
    $0
    Other
    $0
    Deferred
    $4,760
    Nontaxable benefits
    $282
    Filer's total
    $164,212

  • Julia Ludwig

    DIR. DEVELOPMENT AND MARKETING

    Total calculated
    $119,219
    From this org
    $100,036
    From related orgs
    $0
    Other
    $19,183
    Hours/week
    40

  • Ken Woolston

    DIR. ADMINISTRATION

    Total calculated
    $127,758
    From this org
    $111,269
    From related orgs
    $0
    Other
    $16,489
    Hours/week
    40

  • William Douglas

    DIR. PROGRAMS AND COMMUNITY P'SHIP

    Total calculated
    $163,509
    From this org
    $130,675
    From related orgs
    $0
    Other
    $32,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,675
    Bonus
    $15,000
    Other
    $0
    Deferred
    $3,918
    Nontaxable benefits
    $28,916
    Filer's total
    $163,509

  • Joyce Tam

    CONTROLLER (THRU 08/23), FORMER

    Total calculated
    $262,468
    From this org
    $237,654
    From related orgs
    $0
    Other
    $24,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,026
    Bonus
    $0
    Other
    $86,628
    Deferred
    $4,528
    Nontaxable benefits
    $20,286
    Filer's total
    $262,468

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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 4A
JOYCE TAM RECEIVED A SEVERANCE PAYMENT OF $86,628.
PART I, LINE 7
THE BONUSES PAID TO WILLIAM DOUGLAS, DIRECTOR OF PROGRAMS AND COMMUNITY PARTNERSHIP, AND KEN WOOLSTON, DIR. OF ADMINISTRATION, WERE NON-FIXED PAYMENTS. THEY WERE DISCRETIONARY TO THE PRESIDENT AND BASED ON PERFORMANCE.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • ST FRANCIS FDN FD LP

    EXCLUDED INVESTMENT · INVESTMENT · MA · 99.9% owned · share of income $5,086,355 · share of assets $89,452,334

    Directly controlled by SAINT FRANCIS FOUNDATION

Related corporations and trusts

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

  • CHARITABLE REMAINDER TRUST (1)

    CA

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202511289349303546

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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