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Nonprofiteer
← SIMI VALLEY HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by SIMI VALLEY HOSPITAL FOUNDATION.

Totals

Total revenue
$218,133
Total expenses
$89,891
Contributions and grants received
$147,670
Grants paid
$25,885
Program service revenue
$0
Investment income
$70,463
Other revenue
$0
Total assets, end of year
$985,148
Total liabilities, end of year
$2,000
Net assets or fund balances, end of year
$983,148
Program services expenses (Part IX)
$25,885
Management and general expenses
$19,330
Fundraising expenses
$44,676
Program service expenses (Part III)
$25,885

Program services were 28.8% 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.

  • 1f · All other contributions, gifts and grants

    $147,670

  • 3 · Investment income

    total $70,463 · excluded $70,463

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,385 · program services $6,385

  • 2 · Grants to domestic individuals

    total $19,500 · program services $19,500

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $44,794 · management and general $16,807 · fundraising $27,987

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $16,488 · fundraising $16,488

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Equipment Rental

    total $1,273 · management and general $1,273

  • 24b · Other expenses: Bad Debt

    total $1,250 · management and general $1,250

  • 24c · Other expenses: Patient Care Supplies

    total $201 · fundraising $201

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $608,850 · end of year $828,125

  • 3 · Pledges and grants receivable

    beginning of year $17,175 · end of year $48,773

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $239,891 · end of year $108,250

  • 25 · Other liabilities

    beginning of year $27,995 · end of year $2,000

  • 27 · Net assets without donor restrictions

    beginning of year $493,257 · end of year $554,613

  • 28 · Net assets with donor restrictions

    beginning of year $344,664 · end of year $428,535

Mission and programs · 2023

Mission

The Simi Valley Hospital Foundation provides inspiration and opportunity for donors to assist Simi Valley Hospital in fulfilling its mission to provide high quality compassionate care.

Activities or mission (Part I)

To build community relationships that encourage financial support for Simi Valley Hospital and fund hospital projects for identified community projects.

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

    Expenses $25,885 · Grants $25,885 · Revenue $218,133

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

  • Swenson Jennifer

    Board Member

    Total calculated
    $749,935
    From this org
    $0
    From related orgs
    $728,760
    Other
    $21,175
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    not reported + $517,093 related
    Bonus
    not reported + $113,990 related
    Other
    not reported + $97,677 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $21,175 related
    Filer's total
    not reported + $749,935 related

  • Combis Theodore

    Treasurer

    Total calculated
    $425,931
    From this org
    $0
    From related orgs
    $328,581
    Other
    $97,350
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    not reported + $272,185 related
    Bonus
    not reported + $30,301 related
    Other
    not reported + $26,095 related
    Deferred
    not reported + $16,654 related
    Nontaxable benefits
    not reported + $80,696 related
    Filer's total
    not reported + $425,931 related

  • Stiles Kathryn

    Executive Dir.

    Total calculated
    $250,423
    From this org
    $0
    From related orgs
    $192,703
    Other
    $57,720
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $167,650 related
    Bonus
    not reported + $15,703 related
    Other
    not reported + $9,350 related
    Deferred
    not reported + $6,734 related
    Nontaxable benefits
    not reported + $50,986 related
    Filer's total
    not reported + $250,423 related

  • Arbuckle Eric

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Finch Jake

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Freeman Elaine

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Gandel Alex

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Garg Anil

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Kurohara Jonathan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Little Eric

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Luckey Andrew

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Malan John

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Torres Jesus

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Reynolds Cindy

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Reynolds Barbara

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Roark Jaimee

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Skidmore Rod

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tang Henry

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Yu Alfred

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Hale Ben

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kestly Maggie

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Shepardson Dean

    Treas eff 8/24

    Total calculated
    $0
    Hours/week
    0

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

  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
1 November 2024
IRS schema version
2023v5.1
Source object
202433069349300043

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

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