2024-04-11T12:08:59-05:00 2023-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2022-07-01 943146369 THE WHATCOM HOSPICE FOUNDATION WHAT 3607331231 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 DAVID YORKSTON PRESIDENT 3607331231 2024-03-28 1 DAVID YORKSTON 999009999 0 DEBRA D SMITH CPA P00646873 7604318440 2024-03-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID YORKSTON 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 1645539 0 X WHATCOMHOSPICE.ORG X 1991 WA SUPPORT FOR HOSPICE SERVICES IN WHATCOM COUNTY AND THE SURROUNDING AREA. 23 22 0 40 0 0 1042468 1356620 0 0 173802 47674 108128 142878 1324398 1547172 768653 897991 0 0 0 0 0 0 8107 293033 185298 1061686 1083289 262712 463883 13094931 13657805 288246 309666 12806685 13348139 TO ASSIST THE PUBLIC IN GAINING ACCESS TO APPROPRIATE HOSPICE CARE, SUPPORT HOSPICE EDUCATION, AND TO PROVIDE FOR UNDER REIMBURSED CARE, BEREAVEMENT, THERAPIES AND COMFORT PROGRAMS THROUGH THE SUPPORT OF WHATCOM HOSPICE, A PROGRAM OF PEACEHEALTH ST. JOSEPH'S MEDICAL CENTER. 0 0 1010865 897991 SUPPORT FOR WHATCOM HOSPICE, A PROGRAM OF PEACEHEALTH ST. JOSEPH MEDICAL CENTER, TO ASSIST THE PUBLIC IN GAINING ACCESS TO APPROPRIATE HOSPICE CARE, SUPPORT HOSPICE EDUCATION, UNDER-REIMBURSED CARE, BEREAVEMENT, HOME RESPITE, THERAPIES AND COMFORT PROGRAMS. WHATCOM HOSPICE HOUSE SERVES 125 PATIENTS EVERY DAY. HOSPICE PROFESSIONALS WORK WITH BOTH PATIENTS AND THEIR LOVED ONES TO CREATE INDIVIDUALIZED PLANS OF CARE WHICH ENABLE PATIENTS AND THEIR LOVED ONES TO LIVE THE FINAL DAYS OF THEIR LIVES COMFORTABLY AND PAIN FREE, WITH DIGNITY, PURPOSE AND PEACE. 1010865 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X SACRED HEART MEDICAL CENTER FOUNDATION 5412227100 123 INTERNATIONAL WAY SPRINGFIELD OR 97477 SHAWN FINCHER SEE SCH J EXECUTIVE DIRECTOR 40.00 X 158256 0 6861 DAVID YORKSTON PRESIDENT 1.00 X X 0 0 0 TRISHA MCINTEE VICE PRESIDENT 1.00 X X 0 0 0 PAUL TWEDT TREASURER 1.00 X X 0 0 0 ERIKA BUSE SECRETARY 1.00 X X 0 0 0 LYNDA ERICKSON DIRECTOR 1.00 X 0 0 0 ERIN BAUMGART DIRECTOR 1.00 X 0 0 0 LESA FERGUSON DIRECTOR 1.00 X 0 0 0 LINDSIE FRATUS-THOMAS DIRECTOR 1.00 X 0 0 0 CAROL GARGUILE DIRECTOR 1.00 X 0 0 0 PHILLIP GEORGE DIRECTOR 1.00 X 0 0 0 ANDREW KRZYSIEK DIRECTOR 1.00 X 0 0 0 RICHARD MCCLENAHAN DIRECTOR 1.00 X 0 0 0 TOM KENNEY DIRECTOR 1.00 X 0 0 0 SARAH ROTHENBUHLER DIRECTOR 1.00 X 0 0 0 BOB TULL DIRECTOR 1.00 X 0 0 0 LINDA DIEBERT DIRECTOR 1.00 X 0 0 0 ORPHALEE SMITH DIRECTOR 1.00 X 0 0 0 PATTIE WASHBURN DIRECTOR 1.00 X 0 0 0 CHARLES J PROSPER DIRECTOR 1.00 X 0 0 0 JOYCE PEDLOW DIRECTOR 1.00 X 0 0 0 STEVE SWAN DIRECTOR 1.00 X 0 0 0 KATHERINE DEETS DIRECTOR 1.00 X 0 0 0 MIKE MCCALLUM DIRECTOR 1.00 X 0 0 0 158256 0 6861 1 0 1 0 0 430367 926253 156479 1356620 45050 45050 2624 0 2624 2624 2624 217695 430367 98367 119328 119328 23550 0 23550 23550 1547172 0 0 190552 897991 897991 3988 3988 11755 11755 20543 20543 4417 4417 519 519 112280 112280 2100 2100 BOARD EXPENSES 20995 0 20995 0 FUND RAISING COSTS 8107 0 0 8107 HOSPICE HOUSE 594 594 0 0 1083289 1010865 64317 8107 175996 100216 2056996 1608529 0 10000 11542542 1366743 9941079 10175799 844977 1685470 75883 77791 13094931 13657805 13580 35000 274666 274666 288246 309666 X 12415465 12789064 391220 559075 12806685 13348139 13094931 13657805 X 463883 100602 -23031 X 0 1 X 1 0 X 1484620 805351 1176284 1042468 1356620 5865343 1484620 805351 1176284 1042468 1356620 5865343 508887 5356456 54234 51427 41465 31791 45050 223967 118195 59127 108128 142878 428328 6517638 0.82180 0.77040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 720846 436074 97491 1254411 1720681 -85175 900000 14660 720846 1205772 176452 342732 4275 1720681 989061 200000 16711 1205772 617422 300000 68327 -3312 989061 1.00000 0 0 6956436 6956436 3050794 924349 2126445 1460112 442394 1017718 75200 75200 10175799 X 2849135 100602 1137780 75336 1313718 1535417 11755 11755 1547172 2307681 1137780 98367 1236147 1071534 11755 11755 1083289 PART V, LINE 4: IF NEEDED THE FUNDS WILL BE USED TO COVER MAINTENANCE COSTS OF THE HOSPICE HOUSE AND/OR PROGRAM SUPPORT. PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, MANAGEMENT OF THE FOUNDATION BELIEVES THAT THERE HAS BEEN NO ACTIVITY THAT WOULD JEOPARDIZE THE TAX POSITION, BEING A TAX EXEMPT ORGANIZATION, AND THAT IT IS MORE LIKELY THAN NOT, BASED ON TECHNICAL MERITS, THAT THIS POSITION WOULD BE SUSTAINED UPON EXAMINATION. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. THERE WERE NONE FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 98,367. CHANGE IN VALUE OF BENEFICIAL INTEREST -23,031. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 98,367. GALA/AUCTION 648062 430367 217695 3116 33486 31676 30089 648062 430367 217695 3116 33486 31676 30089 98367 119328 23550 1 1.00000 23550 23550 WA 1 0 0 0 0 0 1 PEACEHEALTH 1115 SE 164TH AVE VANCOUVER WA 98683 910939479 501(C)(3) 897991 0 GENERAL ASSISTANCE 1 PART I, LINE 2: THE PROCESS FOR APPROVING GRANTS: 1. WITHIN THE PLAN OF CARE FOR A GIVEN HOSPICE PATIENT, THE SOCIAL WORKER AND HOSPICE PROGRAM MANAGER DISCUSS THE NEED FOR RESPITE CARE AND APPROVE A CERTAIN NUMBER OF HOURS. 2. THE SERVICE IS MONITORED BY SOCIAL WORKERS AND HOSPICE NURSES. 3. THE HOSPICE OFFICE TEAM LEADER REVIEWS PATIENT BILLINGS AND SUBMITS THEM TO THE FOUNDATION FOR PAYMENT. X 1 1 0 0 0 0 0 0 0 0 0 SHAWN FINCHER SEE SCH J EXECUTIVE DIRECTOR 96925 0 20727 0 40604 0 0 0 6861 0 165117 0 0 0 PART I, LINE 1A PEACEHEALTH AN UN-RELATED ORGANIZATION HAS POLICES REGARDING THE ELIGIBILITY OF EXECUTIVES FOR THESE ITEMS. HOUSING ALLOWANCES ARE RELATED TO RELOCATION BENEFITS. THESE BENEFITS WERE REPORTED AND TREATED AS TAXABLE. PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES/BOARD MEMBERS. PEACEHEALTH, AN UNRELATED ORGANIZATION DOES COMPENSATE EMPLOYEES. PEACEHEALTH HAS A FORMAL COMPENSATION REVIEW POLICY. PART I, LINE 8 SHAWN FINCHER RECEIVES COMPENSATION FROM AN UNRELATED ORGANIZATION, PEACEHEALTH, FOR SERVICES PROVIDED TO THE WHATCOM HOSPICE FOUNDATION AS THE EXECUTIVE DIRECTOR. X 38 26288 FMV X 65 FMV X 19099 FMV X 2 19827 X MISCELLANEOUS 84 58875 X FOOD/BEVERAGE 32 28770 FMV X GIFT CARDS/CERTIFICATES 23 3555 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND A COPY OF THE FORM 990 IS PROVIDED BY EMAIL TO ALL MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AGENTS AND EMPLOYEES ARE REQUIRED TO SIGN ANNUALLY, OUR IN-DEPTH CONFLICT OF INTEREST DISCLOSURE POLICY WHICH AFFIRMS THEY HAVE READ, UNDERSTOOD AND AGREED WITH THE CONFLICT OF INTEREST POLICY AND HAVE ANSWERED ALL QUESTIONS ON THE DISCLOSURE FULLY AND HONESTLY. THE OFFICERS, DIRECTORS, AGENTS AND EMPLOYEES ARE COVERED UNDER THE POLICY. EACH BOARD MEMBER IS REQUIRED TO SIGN AN ELECTRONIC COPY WHICH IS REVIEWED BY THE EXECUTIVE DIRECTOR. IT MUST BE SIGNED BEFORE THEY ATTEND ANY BOARD OR COMMITTEE MEETINGS. BEFORE AN ITEM IS PUT ON AN AGENDA THE BOARD/COMMITTEE ASCERTAIN IF THERE WILL BE ANY CONFLICTS WITH OUR BOARD AND IF SO, THE BOARD MEMBER IS CONTACTED AND TOLD ABOUT THE SUBJECT OF DISCUSSION. THE BOARD/COMMITTEE REVIEWS THE CONFLICT AND DECIDES IF IT IS IN FACT A CONFLICT AND IF SO, THE PERSON WITH THE CONFLICT IS ASKED TO EXCUSE THEMSELVES FROM THE ROOM DURING DISCUSSION AND VOTING BY THE EXECUTIVE DIRECTOR OR COMMITTEE CHAIR. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY PEACEHEALTH (AN UNRELATED ORGANIZATION) WHICH USES A MARKET BASED COMPENSATION PROGRAM UTILIZING SEVERAL INDEPENDENT THIRD PARTY COMPENSATION MARKET SURVEYS TO ESTABLISH PAY RANGES FOR THE POSITION. PEACEHEALTH THEN ESTABLISHES THE INDIVIDUAL RATE OF PAY WITHIN THE PAY RANGE BASED ON RELEVANT EXPERIENCE/SKILLS/COMPETENCE TO DO THE JOB. THIS RATE OFFERED TO THE EXECUTIVE DIRECTOR AT TIME OF HIRE WAS DETERMINED THROUGH A DISCUSSION BETWEEN THE REGIONAL DIRECTOR OF HUMAN RESOURCES AND THE ADMINISTRATIVE DIRECTOR OF HUMAN RESOURCES. THE RANGES OF PAY ARE REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST -23,031.