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← PACIFIC COMMUNITIES HEALTH DISTRICT FOUNDATION

Form 990 for tax year 2022

Filed by PACIFIC COMMUNITIES HEALTH DISTRICT FOUNDATION.

Totals

Total revenue
$1,810,820
Total expenses
$151,848
Contributions and grants received
$1,763,849
Grants paid
$135,540
Program service revenue
$0
Investment income
$18,189
Other revenue
$28,782
Total assets, end of year
$2,693,864
Total liabilities, end of year
$10,721
Net assets or fund balances, end of year
$2,683,143
Program services expenses (Part IX)
$135,540
Management and general expenses
$16,308
Fundraising expenses
$0
Program service expenses (Part III)
$135,540

Program services were 89.3% 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

    $46,225

  • 1d · Related organizations

    $25,000

  • 1e · Government grants (contributions)

    $500,000

  • 1f · All other contributions, gifts and grants

    $1,192,624

  • 1g · Noncash contributions included above

    $1,650

  • 3 · Investment income

    total $30,766 · excluded $30,766

  • 7a · Gross sales of assets other than inventory

    securities $807,412

  • 7b · Less cost or other basis and sales expenses

    securities $819,989

  • 7c · Gain or loss

    securities -$12,577

  • 7d · Net gain or loss

    total -$12,577 · excluded -$12,577

  • 8a · Fundraising events: gross income

    $54,799

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

    $46,225

  • 8b · Fundraising events: direct expenses

    $26,017

  • 8c · Net income from fundraising events

    total $28,782 · excluded $28,782

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $57,235 · program services $57,235

  • 2 · Grants to domestic individuals

    total $78,305 · program services $78,305

  • 11c · Fees: accounting

    total $8,500 · management and general $8,500

  • 11f · Fees: investment management

    total $2,027 · management and general $2,027

  • 13 · Office expenses

    total $5,386 · management and general $5,386

  • 24a · Other expenses: LICENSES & FEES

    total $395 · management and general $395

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $23,103 · end of year $33,930

  • 2 · Savings and temporary cash investments

    beginning of year $55,387 · end of year $777,364

  • 3 · Pledges and grants receivable

    beginning of year $102,188 · end of year $649,987

  • 11 · Investments: publicly traded securities

    beginning of year $832,135 · end of year $1,226,896

  • 15 · Other assets

    beginning of year $0 · end of year $5,687

  • 17 · Accounts payable and accrued expenses

    beginning of year $64,815 · end of year $10,721

  • 27 · Net assets without donor restrictions

    beginning of year $231,907 · end of year $378,170

  • 28 · Net assets with donor restrictions

    beginning of year $716,091 · end of year $2,304,973

Mission and programs · 2022

Mission

PACIFIC COMMUNITIES HEALTH DISTRICT FOUNDATION WAS ESTABLISHED FOR THE PURPOSE OF DEVELOPING PHILANTHROPIC FUNDS FOR THE BENEFIT OF PACIFIC COMMUNITIES HEALTH DISTRICT (PCHD) AND/OR SAMARITAN PACIFIC HEALTH SERVICES, DBA SAMARITAN PACIFIC COMMUNITIES HOSPITAL (SPCH).

Activities or mission (Part I)

TO SUPPORT HEALTH DISTRICT CAPITAL PURCHASES AND TO SUPPORT HOSPITAL OPERATIONS.

  • GRANTS TO INDIVIDUALS. SEE SCHEDULE I, PART III FOR MORE DETAILS

    Expenses $78,305 · Grants $78,305

  • GRANTS TO SAMARITAN PACIFIC COMMUNITIES HOSPITAL (SPCH) AND SAMARITAN HEALTH SERVICES (SHS) FOR OPERATING NEEDS. SEE SCHEDULE I, PART II.

    Expenses $57,235 · Grants $57,235

As filed on the 2022 return.

Listed in Part VII

  • JULIA CARLSON

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MATT UPDENKELDER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DAVID LARSEN MD

    SECRETARY / PHYSICIAN

    Total calculated
    $579,446
    From this org
    $0
    From related orgs
    $516,963
    Other
    $62,483
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $486,985 related
    Bonus
    $0 + $28,631 related
    Other
    $0 + $1,347 related
    Deferred
    $0 + $24,620 related
    Nontaxable benefits
    $0 + $37,863 related
    Filer's total
    $0 + $579,446 related

  • GEORGE PLANT

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • LALORI LAGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN BAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CLAIRE BARTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROSA COPPOLA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIANA DEVRIES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK FARLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN GRADY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CM HALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • K SCARLETT KIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER LANDERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIM MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JACKIE STANKEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NANCY STEVENS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK MIRANDA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LANCE NUNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMIE RUSSELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • URSULA MARINELLI

    EXECUTIVE DIRECTOR

    Total calculated
    $159,265
    From this org
    $0
    From related orgs
    $138,633
    Other
    $20,632
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $126,736 related
    Bonus
    $0
    Other
    $0 + $11,897 related
    Deferred
    $0 + $7,699 related
    Nontaxable benefits
    $0 + $12,933 related
    Filer's total
    $0 + $159,265 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

None.

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

The filer's explanations (Part III)

PART I, LINE 3
THE EXECUTIVE DIRECTOR IS EMPLOYED AND PAID BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION CONDUCTS A COMPENSATION ANALYSIS EACH YEAR TO COMPARE COMPENSATION OF ALL PAID POSITIONS TO MARKET SURVEYS OF COMPENSATION FOR SIMILAR POSITIONS IN OTHER ORGANIZATIONS.

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
2022
Filed
26 March 2024
IRS schema version
2022v5.0
Source object
202410929349300826

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