Form 990 for tax year 2023
Filed by HENRY MAYO NEWHALL MEMORIAL HEALTH FOUNDATION.
Totals
- Total revenue
- $3,099,866
- Total expenses
- $2,482,962
- Contributions and grants received
- $818,246
- Grants paid
- $247
- Program service revenue
- $2,026,464
- Investment income
- $114,845
- Other revenue
- $140,311
- Total assets, end of year
- $37,324,910
- Total liabilities, end of year
- $24,852,460
- Net assets or fund balances, end of year
- $12,472,450
- Program services expenses (Part IX)
- $1,270,980
- Management and general expenses
- $474,799
- Fundraising expenses
- $737,183
- Program service expenses (Part III)
- $1,270,980
Program services were 51.2% 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
$176,657
-
1f · All other contributions, gifts and grants
$641,589
-
1g · Noncash contributions included above
$34,828
-
2a · Program service revenue: RENT FROM AFFILIATE
total $2,026,464 · related or exempt $2,026,464
-
3 · Investment income
total $114,845 · excluded $114,845
-
8a · Fundraising events: gross income
$245,318
-
8a · Fundraising events: contributions included on line 1c
$176,657
-
8b · Fundraising events: direct expenses
$119,557
-
8c · Net income from fundraising events
total $125,761 · excluded $125,761
-
9a · Gaming: gross income
$14,550
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $14,550 · excluded $14,550
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $247 · program services $247
-
5 · Compensation of officers, directors and key employees
total $440,964 · management and general $111,522 · fundraising $329,442
-
7 · Other salaries and wages
total $71,136 · management and general $17,991 · fundraising $53,145
-
9 · Other employee benefits
total $206,808 · management and general $93,556 · fundraising $113,252
-
10 · Payroll taxes
total $36,583 · management and general $11,455 · fundraising $25,128
-
11g · Fees: other
total $113,055 · management and general $5,207 · fundraising $107,848
-
13 · Office expenses
total $33,687 · management and general $6,722 · fundraising $26,965
-
20 · Interest
total $459,113 · program services $390,246 · management and general $68,867
-
22 · Depreciation, depletion and amortization
total $1,035,867 · program services $880,487 · management and general $155,380
-
23 · Insurance
total $3,150 · fundraising $3,150
-
24a · Other expenses: OTHER MISC EXPENSE
total $78,180 · management and general $367 · fundraising $77,813
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $3,732 · management and general $3,732
-
24c · Other expenses: TAXES
total $440 · fundraising $440
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $8,112,553 · end of year $9,912,751
-
3 · Pledges and grants receivable
beginning of year $1,760,594 · end of year $586,814
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $8,430
-
10a · Land, buildings and equipment: cost or other basis
$28,225,920
-
10b · Land, buildings and equipment: accumulated depreciation
$6,310,098
-
10c · Land, buildings and equipment, net
beginning of year $22,951,689 · end of year $21,915,822
-
14 · Intangible assets
beginning of year $13,500 · end of year $13,500
-
15 · Other assets
beginning of year $4,157,748 · end of year $4,887,593
-
17 · Accounts payable and accrued expenses
beginning of year $171,044 · end of year $133,007
-
23 · Secured mortgages and notes payable
beginning of year $10,407,254 · end of year $10,016,627
-
25 · Other liabilities
beginning of year $13,421,682 · end of year $14,702,826
-
27 · Net assets without donor restrictions
beginning of year $12,996,104 · end of year $12,472,450
Mission and programs · 2023
Mission
THE HENRY MAYO NEWHALL MEMORIAL HEALTH FOUNDATION RAISES FUNDS FOR THE NEEDS OF HENRY MAYO NEWHALL MEMORIAL HOSPITAL IN ORDER TO MEET THE HEALTHCARE NEEDS OF THE COMMUNITY WHILE FOSTERING VOLUNTEERISM AND POSITIVE COMMUNITY AWARENESS OF THE HOSPITAL.
Activities or mission (Part I)
RAISES FUNDS FOR THE NEEDS OF HENRY MAYO NEWHALL MEMORIAL HOSPITAL IN ORDER TO MEET THE HEALTHCARE NEEDS OF THE COMMUNITY WHILE FOSTERING VOLUNTEERISM AND AWARENESS.
-
THE FOUNDATION CONTRIBUTED TO THE HOSPITAL FUNDS IT RAISED ON BEHALF OF THE HOSPITAL FOR SPECIFIC PROJECTS AND PROGRAMS ASSISTING WITH HOSPITAL CAPITAL NEEDS AND PATIENT CARE NEEDS OF THE COMMUNITY (DIABETES EDUCATION AND PREVENTION PROGRAM, BREAST CANCER PROGRAM, SURGICAL SERVICES, NICU PROGRAM, AND MORE).
Expenses $1,270,980 · Grants $247 · Revenue $2,026,464
As filed on the 2023 return.
Listed in Part VII
-
Kevin KlockengaKEVIN KLOCKENGA
DIRECTOR
- Total calculated
- $939,168
- From this org
- $0
- From related orgs
- $903,751
- Other
- $35,417
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $519,467 related
- Bonus
- $0 + $333,931 related
- Other
- $0 + $50,353 related
- Deferred
- $0 + $16,875 related
- Nontaxable benefits
- $0 + $18,542 related
- Filer's total
- $0 + $939,168 related
-
Margaret LaufferMARGARET LAUFFER
PRESIDENT
- Total calculated
- $462,570
- From this org
- $392,588
- From related orgs
- $0
- Other
- $69,982
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $270,544
- Bonus
- $71,000
- Other
- $51,044
- Deferred
- $46,993
- Nontaxable benefits
- $22,989
- Filer's total
- $462,570
-
Nick MitchellNICK MITCHELL
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Sue NeviusSUE NEVIUS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert Stern CPAROBERT STERN CPA
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Brenda NeilsonBRENDA NEILSON
VICE CHAIR, CORPORATE GIFTS
- Total calculated
- $0
- Hours/week
- 0.5
-
Chris LuechtefeldCHRIS LUECHTEFELD
VICE CHAIR, CAPITAL CAMPAIGN
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Rose ChegwinROSE CHEGWIN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Donald KimballDONALD KIMBALL
HOSPITAL BOARD LIAISON
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Charanjit Saroa MDCHARANJIT SAROA MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Daniel FainaDANIEL FAINA
DIRECTOR (STARTED 01/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
Deanna AustinDEANNA AUSTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Debbie BurkhartDEBBIE BURKHART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Geri JacobsGERI JACOBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Gregory AmslerGREGORY AMSLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jason GroshartJASON GROSHART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
John PrabhuJOHN PRABHU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Katie VarnerKATIE VARNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Linda HafiziLINDA HAFIZI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa OdomLISA ODOM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Margie VeisMARGIE VEIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Melanie MeyerMELANIE MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mitzi LikeMITZI LIKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Myles McNamaraMYLES MCNAMARA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Oscar DominguezOSCAR DOMINGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert Jack Casey MDROBERT JACK CASEY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Trudy EmeterioTRUDY EMETERIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Roger E SeaverROGER E SEAVER
FORMER DIRECTOR
- Total calculated
- $842,219
- From this org
- $0
- From related orgs
- $814,904
- Other
- $27,315
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $170,049 related
- Bonus
- $0 + $514,292 related
- Other
- $0 + $130,563 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $10,815 related
- Filer's total
- $0 + $842,219 related
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
- 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 3
- MARGARET LAUFFER IS THE PRESIDENT OF THE FOUNDATION AND VP OF MARKETING AND COMMUNICATIONS FOR THE HOSPITAL. HER SALARY INCLUDES PAYMENT FOR DUTIES PERFORMED FOR THE HOSPITAL AS THE EXECUTIVE FOR MARKETING AND COMMUNICATIONS.
- PART I, LINE 4B
- HENRY MAYO NEWHALL MEMORIAL HOSPITAL, A RELATED ORGANIZATION, HAS A SERP (SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN) OF WHICH ONLY ONE OF ITS EMPLOYEES PARTICIPATED, ROGER SEAVER. THERE WERE NO AMOUNTS PAID OUT IN THE FISCAL YEAR ENDED SEPTEMBER 30, 2024. HENRY MAYO NEWHALL MEMORIAL HOSPITAL, A RELATED ORGANIZATION, HAS A 457(F) PLAN, OF WHICH THE FOLLOWING EMPLOYEES LISTED ON SCHEDULE J, PART II PARTICIPATE: KEVIN KLOCKENGA. THERE WERE NO AMOUUNTS PAID TO PARTICIPANTS IN THE FISCAL YEAR ENDED SEPTEMBER 30, 2024.
- PART II:
- ALL OF MR. ROGER SEAVER'S AND MR. KEVIN KLOCKENGA'S COMPENSATION WAS PAID BY HENRY MAYO NEWHALL MEMORIAL HOSPITAL. NO FOUNDATION FUNDS WERE USED TO PAY MR. SEAVER AND MR. KLOCKENGA.
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
No itemized grants to organizations 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.
-
HENRY MAYO NEWHALL MEMORIAL HOSPITAL
501(C)(3) · MEDICAL SERVICES · CA
-
SANTA CLARITA HEALTHCARE ASSOCIATION
501(C)(3) · INACTIVE · CA
Directly controlled by HENRY MAYO NEWHALL MEMORIAL HOSPITAL
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUST (2)
ANNUITY PAYMENT · CA
-
HENRY MAYO MANAGEMENT SERVICE ORGANIZATION
C · MANAGEMENT · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542269349302659
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