Form 990 for tax year 2023
Filed by BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION.
Totals
- Total revenue
- $6,795,367
- Total expenses
- $2,552,976
- Contributions and grants received
- $6,291,151
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $415,030
- Other revenue
- $89,186
- Total assets, end of year
- $13,609,251
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $13,609,251
- Program services expenses (Part IX)
- $2,112,985
- Management and general expenses
- $153,840
- Fundraising expenses
- $286,151
- Program service expenses (Part III)
- $2,112,985
Program services were 82.8% 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.
-
1c · Fundraising events
$307,656
-
1f · All other contributions, gifts and grants
$5,983,495
-
3 · Investment income
total $319,916 · excluded $319,916
-
7a · Gross sales of assets other than inventory
securities $95,114
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $95,114
-
7d · Net gain or loss
total $95,114 · related or exempt $95,114
-
8a · Fundraising events: gross income
$185,970
-
8a · Fundraising events: contributions included on line 1c
$307,656
-
8b · Fundraising events: direct expenses
$96,784
-
8c · Net income from fundraising events
total $89,186 · excluded $89,186
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $216,022 · management and general $43,167 · fundraising $172,855
-
11b · Fees: legal
total $8,935 · management and general $8,935
-
11c · Fees: accounting
total $19,700 · management and general $19,700
-
11f · Fees: investment management
total $7,903 · management and general $7,903
-
12 · Advertising and promotion
total $124,558 · management and general $11,262 · fundraising $113,296
-
13 · Office expenses
total $7,373 · management and general $7,373
-
17 · Travel
total $7,112 · management and general $7,112
-
21 · Payments to affiliates
total $2,112,985 · program services $2,112,985
-
24a · Other expenses: MISCELLANEOUS
total $16,519 · management and general $16,519
-
24b · Other expenses: MEETINGS AND MEALS
total $15,927 · management and general $15,927
-
24c · Other expenses: VOLUNTEER/DONOR RECOGNI
total $11,544 · management and general $11,544
-
24d · Other expenses: BANK CHARGES
total $3,004 · management and general $3,004
-
24e · All other expenses
total $1,394 · management and general $1,394
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $317,765 · end of year $131,958
-
2 · Savings and temporary cash investments
beginning of year $6,361,048 · end of year $3,703,968
-
3 · Pledges and grants receivable
beginning of year $39,200 · end of year $2,976,192
-
4 · Accounts receivable
beginning of year $209,250 · end of year $297,322
-
12 · Investments: other securities
beginning of year $2,295,980 · end of year $6,499,811
-
27 · Net assets without donor restrictions
beginning of year $2,353,268 · end of year $2,230,818
-
28 · Net assets with donor restrictions
beginning of year $6,869,975 · end of year $11,378,433
Mission and programs · 2023
Mission
SEE SCHEDULE O FORM 990, PART I, LINE 1 FOR DESCRIPTION
Activities or mission (Part I)
THE PROCUREMENT AND EXTENSION OF FINANCIAL AID TOWARD THE OPERATION, MAINTENANCE AND MODERNIZATION OF FACILITIES OF MEMORIAL HEALTH SYSTEMS, INC., AND BAKERSFIELD MEMORIAL HOSPITAL ITS AFFILIATED ENTITIES. SO THAT THE GREATEST AMOUNT OF HEALTH CARE SERVICES MAY BE EXTENDED TO THE GREATEST NUMBER OF PERSONS SERVED BY MEMORIAL HEALTH SYSTEMS, INC. AND ITS AFFILIATED ENTITIES. THESE ACTIVITIES MAY BE BROAD IN SCOPE, AND AMONG OTHER THINGS, MAY INCLUDE AN ENDOWMENT FOR MEDICAL RESEARCH, THE ESTABLISHMENT OF MEDICAL AND PARAMEDICAL SCHOLARSHIPS AND THE FUNDING OF PROGRAMS, FACILITIES OR EQUIPMENT TO ENHANCE THE DELIVERY OF HEALTH SERVICES TO THE AREA.
-
THE ORGANIZATION MAKES DISTRIBUTIONS TO BAKERSFIELD MEMORIAL HOSPITAL TO ASSIST IN THE COST OF ACQUIRING NEW EQUIPMENT AND IN SUPPORT OF HEALTH CARE SERVICE PROGRAMS.
Expenses $2,112,985
As filed on the 2023 return.
Listed in Part VII
-
Mike HayMIKE HAY
CHAIR
- Total calculated
- $0
- Hours/week
- 0.3
-
Victoria TrichellesqVICTORIA TRICHELLESQ
1ST VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 0.3
-
Tracy KiserTRACY KISER
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.3
-
Julie IrvinJULIE IRVIN
TREASURER
- Total calculated
- $0
- Hours/week
- 0.3
-
Javier Bustamante MDJAVIER BUSTAMANTE MD
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.3
-
Ken KellerKEN KELLER
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 0.3
-
Lindsay AshleyLINDSAY ASHLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Ken BeurmannKEN BEURMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Madhu Bhogal MDMADHU BHOGAL MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Stephanie BoueySTEPHANIE BOUEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
L Rogers BrandonL ROGERS BRANDON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Gregory D BynumGREGORY D BYNUM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Jim DamianJIM DAMIAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Melissa FrankMELISSA FRANK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Edyta- Christina Grant EsqEDYTA- CHRISTINA GRANT ESQ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Duane KeathleyDUANE KEATHLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Asha Munger MoffettASHA MUNGER MOFFETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Garry NelsonGARRY NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
James NickelJAMES NICKEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Mona PankeyMONA PANKEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Douglas Pierce CPADOUGLAS PIERCE CPA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Tuesdy SmallTUESDY SMALL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Callie Spitzer-JenkinsCALLIE SPITZER-JENKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Eugenia Jennie StewartEUGENIA JENNIE STEWART
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Ernie Schroeder JrERNIE SCHROEDER JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Tim Sullivan JrTIM SULLIVAN JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Jay TamsiJAY TAMSI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Alekxia Torres-StallingsALEKXIA TORRES-STALLINGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
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.
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.
-
BAKERSFIELD MEMORIAL HOSPITAL
501(C)(3) · HOSPITAL · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443199349317404
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