2024-10-24T16:54:51-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1188 PADRE DRIVE STE 101 SALINAS CA 93901 990 2023-01-01 770194989 NATIVIDAD MEDICAL FOUNDATION NATI 8317554187 PO BOX 4427 SALINAS CA 93912 SHERI CLINE TREASURER 8317554187 2024-10-22 1 1 RAE GULARTE P01323216 8317596300 2024-10-22 2023 2024-10-15 13:58:12Z JENNIFER WILLIAMS PO BOX 4427 SALINAS CA 93912 2909400 0 X WWW.NATIVIDADFOUNDATION.ORG X 1988 CA BRINGS PEOPLE TOGETHER TO STRENGTHEN NATIVIDAD AND CREATE A HEALTHIER COMMUNITY. 13 13 13 26 0 0 3355038 2588626 117713 43333 28147 183523 67959 47600 3568857 2863082 709452 1089130 0 0 1178614 1135342 0 0 508879 1058197 521682 2946263 2746154 622594 116928 6797371 6643103 793118 794904 6004253 5848199 X NATIVIDAD FOUNDATION BRINGS PEOPLE TOGETHER TO STRENGTHEN NATIVIDAD AND CREATE A HEALTHIER COMMUNITY. TOGETHER WITH OUR PARTNERS, WE HELP NATIVIDAD PROVIDE HIGH-QUALITY HEALTH CARE AND TRAUMA SERVICES FOR EVERYONE IN MONTEREY COUNTY, INCLUDING THE VULNERABLE. 0 0 1832441 1089130 43333 FUNDS WERE GRANTED TO SATISFY RESTRICTIONS PLACED ON CONTRIBUTIONS INCLUDING SUPPORT FOR MEDICAL EQUIPMENT, SPIRITUAL CARE, ASSISTANCE FOR VICTIMS OF VIOLENCE, MEDICAL STAFF EDUCATION, AND BASIC NEEDS LIKE PATIENT TRANSPORTATION, MEDICATIONS, CLOTHES, EMERGENCY SHELTER ASSISTANCE, AND FOOD AND GAS VOUCHERS.- CONTINUED FUNDRAISING BY THE AGRICULTURAL LEADERSHIP COUNCIL (TALC) WHOSE COMBINED MEMBERS HAVE DONATED MORE THAN $4.5 MILLION TO NATIVIDAD FOUNDATION SINCE 2010 FOR MEDICAL EQUIPMENT AND CROSS-CULTURAL INITIATIVES. OVER 680 PIECES OF CRITICAL MEDICAL EQUIPMENT HAVE BEEN PURCHASED WITH TALC FUNDS FOR DIFFERENT NATIVIDAD UNITS.- CONTINUED TO FUND CHOICE, A VIOLENCE INTERVENTION AND PREVENTION PROGRAM MODELED AFTER THE PROVEN UNIVERSITY OF CALIFORNIA, SAN FRANCISCO'S WRAPAROUND PROJECT AT SAN FRANCISCO GENERAL HOSPITAL. THE CHOICE PROGRAM PROVIDES SERVICES TO OVER 100 VICTIMS OF VIOLENCE YEARLY. RE-INJURY RATE FOR VICTIMS OF VIOLENCE PARTICIPATING IN CHOICE HAS BEEN MAINTAINED AT 1% - 2% IN THE PAST SEVEN YEARS, COMPARED TO THE 5-YEAR NATIONAL AVERAGE OF 44%.- WITH DONATIONS FROM EMPLOYEES OF MONTEREY COUNTY AND A COMBINATION OF GRANTS, NATIVIDAD FOUNDATION CONTINUED TO MEET URGENT, BASIC MEDICAL NEEDS FOR VULNERABLE PATIENTS, INCLUDING UNHOUSED PEOPLE, WOMEN, CHILDREN, AND PEOPLE LIVING WITH HIV/AIDS. FUNDS HELPED WITH THE MOST BASIC NEEDS, INCLUDING FOOD, CLOTHING, MEDICATION, EMERGENCY SHELTER, AND TRANSPORTATION FOR UNHOUSED OR UNDERSERVED PATIENTS IN THE EMERGENCY DEPARTMENT; VICTIMS OF CHILD ABUSE AND NEGLECT AT THE CHILD ADVOCACY CENTER; AND MOTHERS AND BABIES AT THE LABOR & DELIVERY AND MOTHER-INFANT UNITS.- WITH AN ELEVENTH YEAR OF GRANT FUNDING FROM THE COMMUNITY FOUNDATION FOR MONTEREY COUNTY, PROVIDED DIABETES PREVENTION EDUCATION TO APPROXIMATELY 80 LOW-INCOME ADULTS, WITH OVER A 70% RETENTION RATE, THROUGHOUT MONTEREY COUNTY THROUGH 5 STEPS TO PREVENT DIABETES. 5 STEPS CONTINUES TO DEMONSTRATE MEANINGFUL POSITIVE CHANGES IN LIFESTYLE BEHAVIORS CORRELATED WITH REDUCING THE RISK OF DEVELOPING DIABETES, INCLUDING INCREASED CONSUMPTION OF FRUITS AND VEGETABLES; INCREASED DAILY PHYSICAL ACTIVITY; AND INCREASED USE OF STRATEGIES TO EAT HEALTHFULLY WITH A LIMITED INCOME.- THROUGH NATIVIDAD FOUNDATION, THE HOSPITAL CONTINUED ITS HEALTH PROMOTION PROGRAM ACTIVITIES THROUGH THE AMERICAN ASSOCIATION OF DIABETES EDUCATORS-ACCREDITED DIABETES EDUCATION CENTER. THE DIABETES EDUCATION CENTER IS THE FIRST AND ONLY CENTER OF ITS KIND IN MONTEREY COUNTY PROVIDING A FREE, CULTURALLY APPROPRIATE, LOW LITERACY, DIABETES PREVENTION EDUCATION PROGRAM FOCUSING ON UNDERSERVED YOUTH AND ADULTS WITH DIABETES TYPES 1 AND 2, WOMEN WITH GESTATIONAL DIABETES AND INDIVIDUALS WITH PRE-DIABETES. CLIENTS OF THE DIABETES EDUCATION CENTER ARE PRIMARILY LATINO (91.9%), SPANISH-SPEAKING (72.4%) AGRICULTURAL WORKERS.- CONTINUED TO FUND THE SPIRITUAL CARE PROGRAM WITH A FIRST EVER FULL-TIME SPIRITUAL CARE ADVISOR, WHO IS COMMITTED TO ENSURING THE EMOTIONAL AND SPIRITUAL CARE NEEDS OF PATIENTS AND THEIR LOVED ONES ARE MET. 1832441 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JENNIFER WILLIAMS 8317554187 1441 CONSTITUTION BLVD SALINAS CA 93906 JENNIFER WILLIAMS PRESIDENT & CEO 50.00 X 243967 0 41138 LISA RICO DRCT OF OPERATIONS 40.00 X 137587 0 23434 JEFFREY BASS CHAIRMAN 0.50 40.00 X X 0 0 0 EMMETT LINDER VICE CHAIR 0.50 X X 0 0 0 SHERI CLINE TREASURER 0.50 X X 0 0 0 CRAIG WALLS SECRETARY 0.50 40.00 X X 0 435883 61675 PETER CHANDLER DIRECTOR 0.50 40.00 X 0 624069 83649 JOHN D'ARRIGO DIRECTOR 0.50 X 0 0 0 STEPHEN GOLDMAN DIRECTOR 0.50 X 0 0 0 CHARLES HARRIS DIRECTOR 0.50 40.00 X 0 484831 63420 JENNIFER HOLLINGSWORTH DIRECTOR 0.50 X 0 0 0 MARCIA ATKINSON DIRECTOR 0.50 X 0 0 0 MINERVA PEREZ-LOPEZ DIRECTOR 0.50 40.00 X 0 304446 44794 TED LORONO DIRECTOR 0.50 X 0 0 0 MARIA BOISVERT DIRECTOR 0.50 X 0 0 0 381554 1849229 318110 2 0 1 0 0 14500 851184 1722942 2588626 ADMINISTRATIVE FEES 561000 43333 43333 43333 183541 183541 100 118 -18 -18 -18 2900 14500 37369 -34469 -34469 90900 8831 82069 82069 2863082 43333 0 231123 1089130 1089130 288783 57757 86635 144391 581347 301028 122466 157853 39452 12138 11293 16021 171351 92043 50768 28540 54409 21785 13523 19101 5991 5991 57768 57768 7678 7513 165 39736 320 39416 54541 3538 30334 20669 15248 15248 2522 2522 9828 9828 HOSPITAL EQUIPMENT 255022 255022 COMMUNITY RELATIONS 60987 60987 1K CLUB/ART EVENT 6488 6488 BOARD OF DIRECTORS 5638 5638 235 235 2746154 1832441 404834 508879 620644 507927 5636930 5699925 348440 260257 84163 73292 12767 13209 18875 17007 3635 1868 90792 86625 6797371 6643103 112172 74519 136016 680946 584369 793118 794904 X 1486700 1751219 4517553 4096980 6004253 5848199 6797371 6643103 116928 2161 -275143 0 X X 0 1 X 1 0 X 2349424 1969530 3118329 3355038 2588626 13380947 21600 21600 21600 21600 21600 108000 2371024 1991130 3139929 3376638 2610226 13488947 1173544 12315403 10233 20339 2490 28986 183541 245589 88378 7996 88160 106441 82069 373044 14107580 653762 0.87300 0.87320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 12994 11126 1868 5881 5881 0 1868 DUE TO NMC 582047 CAPITAL LEASES 2322 584369 X 2933043 2161 21600 23761 2909282 -46200 -46200 2863082 2813954 21600 46200 67800 2746154 0 2746154 PART III, LINE 1A: THE ARTWORK AND PHOTOGRAPHY COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITH RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. THE FOUNDATION'S COLLECTION IS MADE UP OF PHOTOGRAPHY BY SCOTT CAMPBELL AND DAN CRONIN AND A MURAL PAINTED BY JOSE ORTIZ. EACH OF THE ITEMS IS CATALOGUED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTION WILL NOT BE USED TO PAY FOR THE COSTS OF OR TO SERVE AS COLLATERAL FOR THE FOUNDATION'S OPERATING AND/OR CAPITAL COSTS. CONTRIBUTIONS OF ARTWORK THAT ARE NOT SUITABLE FOR DISPLAY AT NATIVIDAD MEDICAL CENTER ARE RECORDED AS ASSETS HELD FOR SALE. PART III, LINE 4: THE FOUNDATION'S COLLECTION IS MADE UP OF PHOTOGRAPHY BY SCOTT CAMPBELL AND DAN CRONIN AND A MURAL PAINTED BY JOSE ORTIZ. THE COLLECTION IS USED TO ENHANCE THE APPEARANCE OF THE HOSPITAL. PART X, LINE 2: AS A TAX-EXEMPT NONPROFIT ORGANIZATION, THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND FROM STATE FRANCHISE TAX UNDER CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D) BUT IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME WHEN EARNED. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. THE FOUNDATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE -46,200. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 46,200. ANNUAL DONOR EVENT 14500 14500 35253 MISC EVENTS 2900 2900 2116 17400 14500 2900 37369 37369 -34469 90900 8831 1 0.50000 90900 8831 8831 82069 CA 1 0 1 0 0.75000 0.25000 LORI GRIMES PO BOX 4427 SALINAS CA 93912 0 PEBBLE BEACH COMPANY FOUNDATION RECORDKEEPING, HIRING AND FIRING OF WORK 1 81810 1 NATIVIDAD MEDICAL CENTER 1441 CONSTITUTION BLVD SALINAS CA 93906 946000524 N/A - GOVT 1089130 0 DONOR VALUE FUNDS COLLECTED ON BEHALF OF THE HOSPITAL 0 1 PART I, LINE 2: THE NATIVIDAD MEDICAL FOUNDATION SUPPORTS THE NATIVIDAD MEDICAL CENTER. ALL GRANTS ARE PROGRAM SPECIFIC. 1 X 0 0 0 0 0 0 0 0 0 JENNIFER WILLIAMS PRESIDENT & CEO 243967 0 0 0 0 0 0 0 41138 0 285105 0 0 0 LISA RICO DRCT OF OPERATIONS 137587 0 0 0 0 0 0 0 23434 0 161021 0 0 0 CRAIG WALLS SECRETARY 0 435883 0 0 0 0 0 0 0 61675 0 497558 0 0 PETER CHANDLER DIRECTOR 0 624069 0 0 0 0 0 0 0 83649 0 707718 0 0 CHARLES HARRIS DIRECTOR 0 484831 0 0 0 0 0 0 0 63420 0 548251 0 0 MINERVA PEREZ-LOPEZ DIRECTOR 0 304446 0 0 0 0 0 0 0 44794 0 349240 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED AND EXPLAINED BY THE FIRM PREPARING THE TAX RETURN TO THE FOUNDATION MANAGEMENT STAFF AND CHAIR OF THE AUDIT COMMITTEE AT LEAST ONE MONTH PRIOR TO THE FILING DATE. THE FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST OCCURS WHEN A BOARD MEMBER OR AN EMPLOYEE IS IN A POSITION TO INFLUENCE A DECISION THAT MAY RESULT IN PERSONAL GAIN OR GAIN FOR A RELATIVE AS A RESULT OF NATIVIDAD FOUNDATION BUSINESS DEALINGS. FOR THE PURPOSE OF THIS POLICY, A RELATIVE IS ANY PERSON WHO IS RELATED BY BLOOD OR MARRIAGE, OR WHOSE RELATIONSHIP WITH THE BOARD MEMBER OR EMPLOYEE IS SIMILAR TO THAT OF PERSONS WHO ARE RELATED BY BLOOD OR MARRIAGE. NO PRESUMPTION OF A CONFLICT IS CREATED BY THE MERE EXISTENCE OF A RELATIONSHIP WITH OUTSIDE FIRMS. HOWEVER, IF A BOARD MEMBER OR AN EMPLOYEE HAS ANY INFLUENCE ON ANY MATERIAL BUSINESS TRANSACTIONS, IT IS IMPERATIVE THAT HE OR SHE DISCLOSES TO AN OFFICER OF THE ORGANIZATION AS SOON AS POSSIBLE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SECURED AN OUTSIDE FIRM TO CONDUCT A COMPENSATION STUDY TO DETERMINE THE COMPENSATION OF THE FOUNDATION EMPLOYEES. THE COMPENSATION STUDY WAS CONDUCTED BY AN INDEPENDENT FIRM USING COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII, SECTION A, COLUMN E & F - REPORTABLE COMPENSATION THERE ARE SEVERAL BOARD MEMBERS WHO ARE EMPLOYEES OF NATIVIDAD MEDICAL CENTER (A RELATED ORGANIZATION). THE FOUNDATION MADE REASONABLE EFFORTS TO OBTAIN THE REPORTABLE COMPENSATION FROM THE OFFICERS/DIRECTORS WHICH ARE EMPLOYED BY NATIVIDAD MEDICAL CENTER. THE FOUNDATION PROVIDED THE REQUIREMENTS FOR THE FORM 990 TO EACH OFFICER/DIRECTOR. HOWEVER, THERE IS ONE BOARD MEMBER WHO DECLINED TO PROVIDE SUCH INFORMATION. NATIVIDAD MEDICAL CENTER 1441 CONSTITUTION BLVD SALINAS CA 93906 946000524 HOSPITAL CA N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 NATIVIDAD MEDICAL CENTER B 1089130 CASH VALUE NATIVIDAD MEDICAL CENTER C 851184 CASH VALUE NATIVIDAD MEDICAL CENTER N 21600 FMV OF SPACE