2024-04-30T03:50:25-07:00 2023-06-30 472718509 JWT & Associates LLP 1111 East Herndon Avenue Suite 211 Fresno CA 93720 990 2022-07-01 942497062 Hazel Hawkins Hospital Foundation HAZE 8316362653 911 Sunset Drive Hollister CA 95023 Irene Recht Treasurer 2024-04-30 true Irene Recht 999009999 true Inger Sullenger CPA P01464277 5413636707 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Irene Recht 911 Sunset Drive Hollister CA 95023 997404 false X www.hazelhawkins.com/foundation X 1979 CA Support San Benito Health Care District 21 17 0 18 0 375446 963824 0 3072 488 -2222 50 376296 964362 518322 717372 0 0 45000 45000 38522 29039 556844 791411 -180548 172951 1918720 2091671 0 1918720 2091671 X The Hazel Hawkins Hospital Foundation is a non-profit organization with the purpose of providing financial support to the San Benito Health Care District, located in Hollister, California; Support is provided for the District's health care facilities, equipment, and programs. Resources are generated through donations and bequests from individuals. false false 717372 717372 Payments to San Benito Health Care District and supporting organizations for capital improvement projects and equipment. Program support, and transfers of equipment contributed directly to the Foundation. Provided Scholarships to College Students to Pursue Medical and Nursing education. 717372 true true false false false false false false false true false true false false false false true false false false false false false true true false false true false true false false false false false true true false false false false false false true false false false true X 0 0 true 0 false false false false true true true true false 0 false false false false false false false X 21 17 true false false false false false false true true false false true false false true false false false CA X X Elizabeth Sparling 8316362653 911 Sunset Drive Hollister CA 95023 X Steve Hannah Dist CEO Pt Yr 4.00 40.00 X 0 696730 23311 Mark Robinson Trust/Dist CFO 4.00 40.00 X 0 284772 27974 Mary Casillas Dst Interim CEO 4.00 40.00 X 0 46325 4071 Irene Recht Treasurer 4.00 0.00 X 0 0 0 Jeri Hernandez Dist Board Rep 4.00 0.00 X 0 0 0 Jill Pagaran Past President 4.00 0.00 X 0 0 0 Charlie Bedolla Trustee 4.00 0.00 X 0 0 0 Irene Davis Secretary 4.00 0.00 X 0 0 0 Ralph Armstrong DO Trustee/COS Rep 4.00 0.00 X 0 0 0 Amy Breen Lema Trustee 4.00 0.00 X 0 0 0 Ann Marie Barragan Vice President 4.00 0.00 X 0 0 0 Mary McCullough Trustee/DistREP 4.00 0.00 X 0 0 0 Salina Chacon Trustee 4.00 0.00 X 0 0 0 Kay Filice Trustee 4.00 0.00 X 0 0 0 Brynn Gho Trustee 4.00 0.00 X 0 0 0 Nancy Oliveira Trustee 4.00 0.00 X 0 0 0 Shari Hubbell Trustee 4.00 0.00 X 0 0 0 Conner Stevens Trustee 4.00 0.00 X 0 0 0 Mark Lema Trustee/Aux Rep 4.00 0.00 X 0 0 0 Seth Muenzer President 4.00 0.00 X 0 0 0 Tisi Stewart Trustee 4.00 0.00 X 0 0 0 1027827 55356 0 false true false 0 98679 155335 709810 24170 963824 0 488 488 0 0 0 0 33092 98679 33042 50 50 0 0 0 964362 538 717372 717372 0 0 0 0 0 0 0 0 0 0 0 0 0 45000 45000 0 0 0 4404 4404 0 0 0 0 0 0 0 0 0 0 Purchased Services 19697 19697 Rents and Leases 2979 2979 Other Miscellaneou 1959 1959 0 791411 717372 29039 45000 663171 831191 86054 86541 0 0 0 0 0 0 0 0 0 1169495 1173939 0 0 0 1918720 2091671 0 0 X 1918720 2091671 1918720 2091671 1918720 2091671 172951 X false true X true false X 407635 551707 623345 375446 963824 2921957 0 281939 270304 217683 183474 254506 1207906 689574 822011 841028 558920 1218330 4129863 672368 3457495 46462 4837 205939 3072 488 260798 0 635 -5611 -1919 -2222 50 -9067 4381594 0.78910 0.80080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 421438 6846 -5163 1683 421438 421438 10107 7172 12500 4779 421438 421438 7566 10400 11500 2000 4466 421438 421438 6294 16270 10500 12064 421438 421438 7365 19390 11000 15755 421438 false false false 1173939 1843094 -53764 171595 760901 878732 964362 964362 1723907 171595 760901 932496 791411 791411 Part V, Line 4: Intended uses of the endowment fund. ROHNERT/SPRECKELS ENDOWMENT FUNDA $125,000 donation was received from the Estate of Fred Rohnert in 1983. The balance has been increased by $100,000 from the Estate of Dorothy Rohnert Spreckels 1990 Trust in the year ended June 30, 1999, and $7,150 in years ended June 30,1997 and prior. This donation has been designated as the general endowment of the Foundation. The total $232,150 principal is invested in Edward Jones and is considered permanently restricted. Earned interest is unrestricted and available for Foundation use. SANS FUNDIn July of 1994, a restricted donation of $139,288 was accepted from the San Benito County Medical Society. The funds were bequeathed to the Medical Society, by Elizabeth Sans; with the restriction that they be used to provide health care for people who could not otherwise afford medical treatment. The Medical Society is not recognized by the IRS as a 501(c)(3) Exempt Organization and does not have the resources necessary to administer the funds. The Foundation accepted the funds with the same restrictions as provided in the original bequest.EMMA BARNHISEL SCHOLARSHIP FUNDIn January 1993, the Foundation accepted a bequest from the estate of Emma Barnhisel for $50,000, which is deposited in a CD at Union Bank.The principal amount is considered a permanently restricted net asset, and the income realized from the investments is to be used for scholarships which are to be given to recipients who are pursuing careers in nursing and medical related fields. The scholarships are to be made in the name of Hazel Hawkins Hospital Foundation. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Special Events Reclassifications $33042 Net Assets Released from Restriction $727859 Part XII, Line 2d: Other expenses and losses per audited F/S Special Events Reclassifications $33042 Net Assets Released from Restriction $727859 X X X X X true Glavin Jacobson 58 West Portal Ave 122 San Francisco CA 94127 Capital Campaign Fundrais false 271071 45000 226071 271071 45000 226071 CA 2022 Gourmet Dinner Pick-Up 131771 98679 33092 32667 125 250 131771 98679 33092 32667 125 250 33042 50 Part I, Line 2b - Fundraiser Additional Information Glavin Jacobson (GJ) was a consultant the Foundation contracted with for professional fundraising services. He did not have custody of funds. The fundraising campaign is called Invest in the Future of San Benito Healthcare, We Deserve It. GJ met weekly with staff since the contract was initiated on 3/22 and researched background materials provided by staff and online to inform context and case development. Interviews with board members and community leaders are underway to help inform the development of the case for support and to better understand community context from which funds will be raised. The Foundation has established with staff $2M gift table and built preliminary portfolio of 25-30 lead gift prospects. Discussions with staff took place around providing a facilitated mini-strategic planning process for Foundation Board to develop policy on how emergency funds raised by Foundation will be used and what happens to those funds (and Foundation) if the hospital faces closure. This Committee has been very busy building up the case for the campaign. true San Benito Health Care Dist 911 Sunset Dr Hollister CA 95023 946034863 717372 0 General and Capital Support 1 0 Grantmaker's Description of How Grants are Used Scholarship amounts are determined each year dependent upon annual earnings from designated Foundation scholarship endowment funds and individual donations. Completed applications are reviewed once/year, rated by Scholarship Committee, and awarded at the Foundation Board meeting following proof of registration.The Foundation did not allocate any individual scholarships for the fiscal year 2022/2023, due to the financial state of the Hospital District. false false false false false false false false false Mark Robinson Trust/Dist CFO 284772 27974 312746 Steve Hannah Dist CEO Pt Yr 696730 23311 720041 Part III, Additional Information Compensation to individuals paid and appearing on the schedule J was paid by a related organization (San Benito Health Care District) for services to that organization. The related organization uses written employment contracts approved by the related organization's Board of Directors, and bases compensation on comparable entities' compensation surveys. Mark Robinson Trustee 312746 Officer of Rel Org false Steve Hannah Trustee 720041 Officer Rel Org Pt Yr false Rltd to Sub Contributor Child Contributo 225000 Signif Contribution false Mary Casillas Trustee 50396 Officer Rel Org Pt Yr false Schedule L, Part V Supplemental Information Steve Hannah, CEO (part year), Mary Casillas, CEO (part year) and Mark Robinson, CFO of San Benito Health Care District, serve on the Foundation Board of Trustees. Due to their compensation as Officers of a related organization to the Foundation, their voting independence is compromised. Since they are officers of an entity doing business with the Foundation, they have been reported on schedule L. A Board Trustee of the organization is also a family member to a substantial contributor (contributor whose contributions both exceed $5000 and are required to be reported on Schedule B). This transaction both impairs the trustee's voting independence on the Foundation's Board of Trustees and is reportable on Schedule L as a business transaction. Form 990, Part VI, Section A, Line 2 Steve Hannah, CEO (part year), Mary Casillas, CEO (part year) and Mark Robinson, CFO of San Benito Health Care District, serve on the Foundation Board of Trustees. Due to their compensation as Officers of a related organization to the Foundation, their voting independence is compromised. Since they are officers of an entity doing business with the Foundation, they have been reported on schedule L. A Foundation trustee, family member of a substantial contributor has also been excluded from those considered independent voting members. Form 990, Part VI, Section B, Line 11b A copy of the completed 990 is reviewed by Foundation Director and the Hospital's Finance Department prior to submission. Form 990, Part VI, Section C, Line 18 Board meeting & Finance Committee agendas are posted publicly for 72 hours prior to a meeting and are posted on the Foundation's website. The Public may attend meetings. Form 990, Part VI, Section C, Line 19 Public documents may also be made available upon request. Form 990, Part III, Ln 4b Scholarships to individuals were not allocated during this fiscal year. This activity is expected to resume in future years. Form 990, Part V, Lines 1 & 2 Compensation of Officers and other employees is not paid by the Foundation, as the value of these services is donated by the San Benito Health Care District. The District also pays the Foundation's other expenses, aside from grants and donations. The Foundation and the San Benito Health Care District are related organizations, as they have common agents. Form 990, Part VI Section B Lines 15a&b,Part VII, Part IX Line 5&6 Compensation of Officers and other employees is not paid by the Foundation, as the value of these services is donated by the San Benito Health Care District. The Foundation and the San Benito Health Care District are related organizations, as they have common agents.The director of the Foundation is not considered an officer, as the individual does not have management responsibility or authority. Thus, their compensation is appropriately not listed in this portion of the return. Form 990, Part VI, Line 1b Steve Hannah, CEO (part year), Mary Casillas, CEO (part year), and Mark Robinson, CFO of San Benito Health Care District, serve on the Foundation Board of Trustees. Due to their compensation as Officers of a related organization to the Foundation, their voting independence is compromised. Since they are officers of an entity doing business with the Foundation, they have been reported on schedule L. A Board Trustee of the organization is also a family member to a substantial contributor (contributor whose contributions both: exceed $5000 and are required to be listed on Schedule B). This transaction both impairs the trustee's voting independence on the Foundation's Board of Trustees and is reportable on Schedule L as a grant/assistance transaction. Form 990, Part VII, Line 22 & 23 Steve Hannah, CEO (part year), Mary Casillas, CEO (part year), and Mark Robinson, CFO of San Benito Health Care District (related organization to Foundation), served on the Foundation Board of Trustees. Due to their compensation as Officers of a related organization, their compensation and estimated hours worked per week are required to be disclosed. Form 990, Part VIII, Line 1d & 1e The amount on line 1e is the amount paid on the Foundation's behalf for operating expenses, less donated services. It is listed on this line because the San Benito Health Care District paid these expenses, and the District is a political subdivision of the State of California (a Government entity). This amount could also be listed on line 1d, as the San Benito Health Care District is a related organization to the Foundation. Since it can only be reported in one place, line 1e was chosen as the more appropriate description to remain consistent with other required reporting on Form 990, Schedule A and State of California tax forms. San Benito Health Care District 911 Sunset Dr Hollister CA 95023 946034863 Hospital CA N/A GOVT NA false false true true false false false false false false false false false false false true false true false false San Benito Health Care District b 717372 FMV San Benito Health Care District c 72424 FMV San Benito Health Care District o 171595 FMV San Benito Health Care District q 82811 FMV Part V The relationship between Hazel Hawkins Hospital Foundation and San Benito Health Care District exists to enable these organizations to continue to further their common purposes. Their common agents make them related organizations.