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Nonprofiteer
← SALEM HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by SALEM HEALTH FOUNDATION.

Totals

Total revenue
$1,768,997
Total expenses
$4,894,561
Contributions and grants received
$1,752,898
Grants paid
$4,137,933
Program service revenue
$0
Investment income
$15,623
Other revenue
$476
Total assets, end of year
$9,507,271
Total liabilities, end of year
$913,422
Net assets or fund balances, end of year
$8,593,849
Program services expenses (Part IX)
$4,735,228
Management and general expenses
$159,333
Fundraising expenses
$0
Program service expenses (Part III)
$4,735,228

Program services were 96.7% 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.

  • 1c · Fundraising events

    $77,975

  • 1f · All other contributions, gifts and grants

    $1,674,923

  • 3 · Investment income

    total $15,623 · excluded $15,623

  • 8a · Fundraising events: gross income

    $15,845

  • 8a · Fundraising events: contributions included on line 1c

    $77,975

  • 8b · Fundraising events: direct expenses

    $34,784

  • 8c · Net income from fundraising events

    total -$18,939 · excluded -$18,939

  • 11a · Other revenue: HAMPSHIRE RENTAL

    total $19,415 · excluded $19,415

  • 11e · Other revenue, total

    $19,415

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,008,269 · program services $4,008,269

  • 2 · Grants to domestic individuals

    total $129,664 · program services $129,664

  • 11a · Fees: management

    total $692,684 · program services $554,147 · management and general $138,537

  • 11g · Fees: other

    total $11,398 · program services $9,118 · management and general $2,280

  • 13 · Office expenses

    total $22,267 · program services $17,814 · management and general $4,453

  • 14 · Information technology

    total $468 · program services $374 · management and general $94

  • 19 · Conferences, conventions and meetings

    total $19,802 · program services $15,842 · management and general $3,960

  • 24a · Other expenses: HAMPSHIRE PROP. MAINT.

    total $7,523 · management and general $7,523

  • 24b · Other expenses: DUES

    total $2,396 · management and general $2,396

  • 24c · Other expenses: DIETARY TRANSFERS

    total $70 · management and general $70

  • 24d · Other expenses: LICENSES AND PERMITS

    total $20 · management and general $20

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $399,122 · end of year $1,091,927

  • 2 · Savings and temporary cash investments

    beginning of year $158,934 · end of year $198,360

  • 4 · Accounts receivable

    beginning of year $6,190 · end of year $2,095

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,439 · end of year $12,905

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

    $692,000

  • 10c · Land, buildings and equipment, net

    beginning of year $692,000 · end of year $692,000

  • 11 · Investments: publicly traded securities

    beginning of year $10,457,956 · end of year $7,509,984

  • 25 · Other liabilities

    beginning of year $290,538 · end of year $913,422

  • 27 · Net assets without donor restrictions

    beginning of year $1,370,237 · end of year $1,671,829

  • 28 · Net assets with donor restrictions

    beginning of year $10,069,866 · end of year $6,922,020

Mission and programs · 2023

Mission

THE SALEM HEALTH FOUNDATION IS DEDICATED TO RAISING, MANAGING AND DISTRIBUTING FUNDS TO HELP SALEM HEALTH ACHIEVE ITS MISSION OF IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE AND COMMUNITY IT SERVES.

Activities or mission (Part I)

DEDICATED TO RAISING, MANAGING AND DISTRIBUTING FUNDS TO HELP SALEM HEALTH ACHIEVE ITS MISSION.

  • PROPOSALS TO FUND CAPITAL EQUIPMENT AND MEDICALLY RELATED ACTIVITIES AT SALEM HEALTH ARE RECEIVED AND REVIEWED BY THE FOUNDATION'S CHIEF DEVELOPMENT OFFICER. PROPOSALS ARE FORWARDED TO THE FOUNDATION'S BOARD OF DIRECTORS FOR FURTHER REVIEW AND APPROVAL IF THEY ARE CONSIDERED TO BE CONSISTENT WITH THE FOUNDATION'S ARTICLES OF INCORPORATION, STATING THAT ITS FUNDS ARE TO BE USED FOR HEALTH CARE, CHARITABLE, AND SCIENTIFIC PURPOSES, AND FOR MEDICAL AND SCIENTIFIC EDUCATION AND RESEARCH FOR THE USE AND BENEFIT OF SALEM HEALTH.

    Expenses $4,605,564 · Grants $4,008,269

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $86,500 · Grants $86,500

  • CERTAIN RESTRICTED FUNDS HAVE BEEN CREATED AND ARE USED FOR THE PURPOSE OF ASSISTING DIABETES AND CANCER PATIENTS WITH THE COSTS OF THEIR EDUCATIONAL, SUPPLY AND OTHER CARERELATED EXPENSES. IN ADDITION, FUNDS ARE DISTRIBUTED TO ASSIST LOW INCOME INDIVIDUALS MEDICAL REQUIREMENTS.

    Expenses $43,164 · Grants $43,164

As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Pat Force

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Alex Rhoten

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ryan Allbritton

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Alex Casebeer

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Steve Altman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Garth Brandaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Duenas MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Fiskum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathy Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Raghu Kamineni

    DIRECTOR (THRU 03/15/24)

    Total calculated
    $0
    Hours/week
    1

  • John Pollino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Ponec MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Yvonne Tamayo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Nester Wolfe

    CEO & PRESIDENT

    Total calculated
    $1,716,822
    From this org
    $0
    From related orgs
    $1,673,623
    Other
    $43,199
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,053,743 related
    Bonus
    $0 + $275,391 related
    Other
    $0 + $344,489 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $15,149 related
    Filer's total
    $0 + $1,716,822 related

  • James Parr

    EVP OF OPERATIONS & CFO

    Total calculated
    $965,680
    From this org
    $0
    From related orgs
    $856,362
    Other
    $109,318
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $804,313 related
    Bonus
    $0
    Other
    $0 + $52,049 related
    Deferred
    $0 + $84,724 related
    Nontaxable benefits
    $0 + $24,594 related
    Filer's total
    $0 + $965,680 related

  • James R Bauer

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $407,167
    From this org
    $0
    From related orgs
    $349,391
    Other
    $57,776
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,187 related
    Bonus
    $0
    Other
    $0 + $15,204 related
    Deferred
    $0 + $41,826 related
    Nontaxable benefits
    $0 + $15,950 related
    Filer's total
    $0 + $407,167 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

  • 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
COMPENSATION OF THE OFFICERS IS DETERMINED BY THE CEO OF SALEM HEALTH, IN CONJUNCTION WITH OTHER SALARY SURVEY OR PUBLIC INFORMATION AND INDEPENDENT CONSULTANTS TO ENSURE THE COMPENSATION IS COMPETITIVE IN THE MARKET FOR SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS.
PART I, LINE 4B
SOME OF THE HOSPITAL'S EMPLOYEES RECEIVE DEFERRED COMPENSATION UNDER A 457(F) NONQUALIFIED PLAN. THIS COMPENSATION IS INCLUDED IN COMPENSATION REPORTED IN PART II. THE TOTAL NONQUALIFIED PORTION OF EACH PERSON'S DEFERRED COMPENSATION IS: JAMES PARR $56,674 JAMES R. BAUER $23,676
SCHEDULE J, PART II, LINE 1:
COMPENSATION AND BENEFITS REPORTED FOR OFFICERS ON SCHEDULE J ARE PAID BY SALEM HEALTH. THE FOUNDATION HAS A MANAGEMENT AGREEMENT TO REIMBURSE SALEM HEALTH FOR A PORTION OF OFFICER COMPENSATION AND BENEFITS. THIS AMOUNT IS INCLUDED ON FORM 990 PART IX; LINE 11A UNDER MANAGEMENT SERVICES.

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

  • SALEM HEALTH

    $3,853,751

    TO PAY FOR GENERAL EXPENSES AND CAPITAL EXPENDITURES

  • SALEM FREE CLINICS

    $32,000

    ACCESS TO HEALTHCARE, BEHAVIORAL HEALTH, & DIABETES MANAGEMENT CARE

  • BRIGHTSIGHT GROUP LLC

    $15,000

    ALZHEIMER'S AWARENESS CAMPAIGN

  • VANNATTA PUBLIC RELATIONS

    $10,614

    FENTANYL FREE OREGON (FFO) CAMPAIGN

  • YMCA

    $10,000

    ADAPTIVE EQUIPMENT

  • OREGON SPECIALTY GROUP

    $8,000

    PATIENT ASSISTANCE FOR UNDER- AND NON-INSURED CANCER PATIENTS

  • SKYLINE VIDEO PRODUCTIONS

    $5,350

    VIDEO PRODUCTION SUPPORT ON EFFECTS OF STREET FENTANYL

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • HAMPSHIRE PROPERTIES LLC

    REAL ESTATE · OR · income $19,415 · assets $818,111

    Directly controlled by SHF

Provenance

Return type
form_990
Tax year
2023
Filed
5 May 2025
IRS schema version
2023v6.0
Source object
202511269349301601

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