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← FRIENDS OF SANTA ROSA FOUNDATION

Form 990 for tax year 2023

Filed by FRIENDS OF SANTA ROSA FOUNDATION.

Totals

Total revenue
$3,523,302
Total expenses
$1,347,600
Contributions and grants received
$2,985,745
Grants paid
$740,203
Program services expenses (Part IX)
$819,376
Management and general expenses
$2,185
Fundraising expenses
$526,039
Program service expenses (Part III)
$819,376

Program services were 60.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHANIE PARKER

    CEO & EX-OFFIC. (THRU 10/2023)

    Total calculated
    $947,374
    From this org
    $0
    From related orgs
    $791,295
    Other
    $156,079
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $496,830 related
    Bonus
    not reported + $250,264 related
    Other
    not reported + $44,201 related
    Deferred
    not reported + $141,935 related
    Nontaxable benefits
    not reported + $14,144 related
    Filer's total
    not reported + $947,374 related

  • IAN THOMPSON JR MD

    EX-OFFICIO

    Total calculated
    $648,372
    From this org
    $0
    From related orgs
    $524,795
    Other
    $123,577
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    not reported + $355,780 related
    Bonus
    not reported + $123,736 related
    Other
    not reported + $45,279 related
    Deferred
    not reported + $109,762 related
    Nontaxable benefits
    not reported + $13,815 related
    Filer's total
    not reported + $648,372 related

  • TERRY KYLE

    EX-OFFICIO

    Total calculated
    $470,653
    From this org
    $0
    From related orgs
    $397,655
    Other
    $72,998
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    not reported + $299,537 related
    Bonus
    not reported + $96,968 related
    Other
    not reported + $1,150 related
    Deferred
    not reported + $64,201 related
    Nontaxable benefits
    not reported + $8,797 related
    Filer's total
    not reported + $470,653 related

  • JAMES HENDERSON

    DIRECTOR (AS OF 06/2023)

    Total calculated
    $402,150
    From this org
    $0
    From related orgs
    $352,956
    Other
    $49,194
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $341,033 related
    Bonus
    not reported + $2,334 related
    Other
    not reported + $9,589 related
    Deferred
    not reported + $41,456 related
    Nontaxable benefits
    not reported + $7,738 related
    Filer's total
    not reported + $402,150 related

  • DEAN ALEXANDER

    Ex-officio (THRU 12/2021)

    Total calculated
    $303,674
    From this org
    $0
    From related orgs
    $303,674
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $303,674 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $303,674 related

  • GRANT WICKLUND

    CEO of CSR (AS OF 10/2023)

    Total calculated
    $285,589
    From this org
    $0
    From related orgs
    $234,185
    Other
    $51,404
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    not reported + $164,288 related
    Bonus
    not reported + $50,000 related
    Other
    not reported + $19,897 related
    Deferred
    not reported + $50,460 related
    Nontaxable benefits
    not reported + $944 related
    Filer's total
    not reported + $285,589 related

  • Sister Germaine Corbin CCVI

    Board Secretary

    Total calculated
    $0
    Hours/week
    12

  • Kenneth McClure

    Vice Chair (THRU 06/2024)

    Total calculated
    $0
    Hours/week
    12

  • Mark Wittig

    Director (THRU 06/2024)

    Total calculated
    $0
    Hours/week
    12

  • Judy Rettinger

    Director

    Total calculated
    $0
    Hours/week
    12

  • Rene Escobedo

    Director/Chair

    Total calculated
    $0
    Hours/week
    12

  • Tim Musgrave

    Director/Treas (THRU 06/2024)

    Total calculated
    $0
    Hours/week
    12

  • CHRIS CHEEVER

    DIRECTOR (THRU 06/2024)

    Total calculated
    $0
    Hours/week
    12

  • RYAN BERG

    EXECUTIVE (THRU 06/2024)

    Total calculated
    $0
    Hours/week
    12

  • KARL HITTLE

    EXECUTIVE (THRU 06/2024)

    Total calculated
    $0
    Hours/week
    12

  • GREG KOWALSKI

    VICE CHAIR (THRU 06/2024)

    Total calculated
    $0
    Hours/week
    12

  • LAURA HOLLAND

    DIRECTOR (AS OF 06/2023)

    Total calculated
    $0
    Hours/week
    2

  • TINA KAHLIG

    DIRECTOR (AS OF 06/2023)

    Total calculated
    $0
    Hours/week
    2

  • ANNIE LABATT

    DIRECTOR (AS OF 06/2023)

    Total calculated
    $0
    Hours/week
    2

  • BARBARA LACKEY

    DIRECTOR (AS OF 07/2023)

    Total calculated
    $0
    Hours/week
    2

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 — 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL ALSO SERVES CHRISTUS SANTA ROSA HEALTH CARE CORPORATION AND SANTA ROSA CHILDREN'S HOSPITAL FOUNDATION. ALL COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING TOP MANAGEMENT OFFICIAL COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
FORM 990, SCHEDULE J, PART I, LINE 4B DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RENTENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNING WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RENTENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET. .
SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, SCHEDULE J, PART VII, 1A DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
SUPPLEMENTAL COMPENSATION INFORMATION
FORM 990, SCHEDULE J, PART II, COLUMN C DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL.
SEVERANCE PAYMENTS
FORM 990, SCHEDULE J, PART I, QUESTION 4A THE FOLLOWING INDIVIDUAL(S) RECEIVED A SEVERANCE PAYMENT: DEAN ALEXANDER - $291,424

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521339349303597

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