2025-08-05T17:16:53-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2023-10-01 942281314 EMC HEALTH INC EMCH 2096645180 1225 W CHRISTOFFERSON PKWY TURLOCK CA 953821111 LINDA STUHMER PRESIDENT 2096645180 2025-07-31 1 1 WENDY CAMPOS P00448102 2099556100 2025-07-31 2023 2025-03-06 01:10:19Z LINDA STUHMER 1225 W CHRISTOFFERSON PKWY TURLOCK CA 953821111 5221761 0 X N/A X 1974 CA OPERATING ON THE FOUNDATION OF CHRISTIAN VALUES TO CREATE A HEALTHIER COMMUNITY. 5 3 3 185 48417 7581 1244953 1135702 0 0 2457905 3225573 132924 54133 3835782 4415408 2054874 4902195 0 0 250519 350694 0 0 0 2616644 712173 4922037 5965062 -1086255 -1549654 83805055 92608558 302424 236506 83502631 92372052 X EMC HEALTH INC.'S MISSION IS TO CREATE A HEALTHIER COMMUNITY THROUGH OPERATING ON THE FOUNDATION OF CHRISTIAN VALUES FOCUSING ON HEALTH PROMOTION AND PREVENTION OF DISEASE PROVIDING SAFE, HIGH QUALITY AND COMPREHENSIVE CARE. 0 0 5331049 4902195 0 SEE SCHEDULE OEMC HEALTH (FORMERLY EMANUEL MEDICAL CENTER) CHANGED ITS NAME AFTER SELLING ITS HOSPITAL TO DOCTORS MEDICAL CENTER OF MODESTO IN 2014 (TENET). ASSETS REMAIN IN EMC HEALTH AND CONTINUE TO BE USED TO BENEFIT THE COMMUNITY THAT THE HOSPITAL SERVES. EMC HEALTH OVERSEES FUND DEVELOPMENT SUPPORT, THE BILL AND ELSIE CANCER ENDOWMENT, AND VARIOUS NURSING SCHOLARSHIPS AND MANAGES ONGOING ASSETS AND LIABILITIES RELATED TO THE HOSPITAL SALE. ADDITIONALLY, EMC HEALTH OVERSEES THE MINISTRIES OF JESSICA'S HOUSE, A GRIEF SUPPORT SERVICE IN TURLOCK THAT OFFERS ONGOING PEER SUPPORT GROUPS FOR GRIEVING CHILDREN, TEENS, AND FAMILIES WHO HAVE EXPERIENCED THE DEATH OF A LOVED ONE AT NO COST TO THE CLIENT. PARENTS AND OTHER ADULT CAREGIVERS LEARN HOW TO DEAL WITH THEIR OWN GRIEF AS WELL AS HELP THEIR CHILDREN IN HEALTHY WAYS. EMC HEALTH FOUNDATION, A WHOLLY OWNED SUBSIDIARY OF EMC HEALTH, WAS CREATED TO CONTINUE THE MINISTRY AND SUPPORT OF INDIVIDUALS IN THE AREA PREVIOUSLY SERVICED BY EMANUEL MEDICAL CENTER. THE FOUNDATION CONTINUES TO BROADEN ITS IMPACT WITHIN THE 19 DESIGNATED ZIP CODES WITH GRANT FUNDING FOR HEALTH-RELATED PROGRAMS THAT WILL BENEFIT THE PEOPLE LIVING AND WORKING IN OUR COMMUNITIES. 5331049 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 13 0 1 3 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X HOOD & STRONG LLP 4157810793 275 BATTERY STREET SUITE 900 SAN FRANCISCO CA 94111 LINDA STUHMER PRESIDENT 20.00 22.00 X X 0 402543 66876 TODD SLECHTA DIRECTOR 1.00 40.00 X 0 305126 61690 KEITH LANDMEIER CHAIRMAN (THRU 04/24) 1.00 1.00 X X 0 0 0 MARLENE STANTE CHAIRMAN (AS OF 05/24) 1.00 0.00 X X 0 0 0 LAWRENCE ANDERSON TREASURER/SECRETARY 1.00 2.00 X X 0 0 0 LYNETTE BAKER DIRECTOR (THRU 10/23) 1.00 1.00 X 0 0 0 MARY PALMER DIRECTOR 1.00 0.00 X 0 0 0 JOSH WEIMER DIRECTOR (THRU 10/23) 1.00 1.00 X 0 0 0 WENDY CARRIEGAN CHIEF FINANCIAL OFFICER 10.00 30.00 X 0 111251 36918 0 818920 165484 0 0 1 0 EMC HEALTH FOUNDATION 2881 GEER ROAD SUITE A TURLOCK CA 95382 SHARED SERVICES 1417469 COVENANT MINISTRIES OF BENEVOLENCE (CMB) 4055 W PETERSON AVE 106 CHICAGO IL 60646 INVESTMENT MANAGEMENT FEES 245679 2 1135702 1135702 1631344 1631344 854770 806353 48417 48417 48417 1594229 0 1594229 1594229 1594229 REFUNDS 900099 3513 3513 OTHER INCOME 900099 2203 2203 5716 4415408 0 48417 3231289 4902195 4902195 350694 234965 115729 15628 15628 118601 118601 287227 287227 5285 5285 32 32 8121 347 7774 9974 754 9220 5186 5186 172 172 194600 189075 5525 41023 41023 DUES AND SUBSCRIPTIONS 21809 3713 18096 PROPERTY TAXES 4279 4279 REPAIRS AND MAINTENANCE 236 236 5965062 5331049 634013 0 1494093 852755 1439212 1544335 0 11705 82460 48648 6206056 627231 5765565 5578825 41791863 45436986 33231862 39135304 83805055 92608558 213095 157649 89329 78857 302424 236506 X 75222310 82378974 8280321 9993078 83502631 92372052 83805055 92608558 X -1549654 10467492 -48417 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7603304 2000 1392806 8998110 7062039 763501 697466 919702 7603304 8971261 1168224 -1106133 1946247 25066 7062039 7174716 3783208 1112602 3074422 24843 8971261 6420878 1696120 751928 22500 1637593 34117 7174716 0.00000 1.00000 0.00000 0 0 5620125 456336 5163789 38753 31063 7690 547178 139832 407346 5578825 ALTERNATIVE INVESTMENTS 39135304 F 39135304 WORKER'S COMPENSATION CLAIM 78857 78857 X PART V, LINE 4: TO PROVIDE NURSING SCHOLARSHIP AND TO PROVIDE CANCER SUPPORT SERVICES. PART X, LINE 2: EMCH QUALIFIES AS A NOT-FOR-PROFIT ENTITY UNDER THE LAWS OF CALIFORNIA AND AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN PROVIDED. CERTAIN ACTIVITIES ARE SUBJECT TO INCOME TAXES; HOWEVER, SUCH INCOME TAX ACTIVITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT HAS REVIEWED THE TAX POSITIONS OF EMC HEALTH, INC. AND THE FOUNDATION FOR ALL OPEN TAX YEARS AND HAS CONCLUDED THAT NO MATERIAL LIABILITIES EXIST AS OF SEPTEMBER 30, 2024 AND 2023. MANAGEMENT HAS ALSO REVIEWED THE TAX POSITIONS OF JH FOR ALL OPEN TAX YEAR AND HAS CONCLUDED THAT NO MATERIAL LIABILITIES EXIST AS OF SEPTEMBER 30, 2024. MANAGEMENT FILES EMCH'S TAX RETURNS IN THE U.S. 1 EMC HEALTH FOUNDATION 2881 GEER RD STE A TURLOCK CA 95382 814399875 501(C)3 2000000 0 GENERAL OPERATING SUPPORT JESSICA'S HOUSE 1225 W CHRISTOFFERSEN PKWY TURLOCK CA 95382 933606768 501(C)3 2805284 0 GENERAL OPERATING SUPPORT 2 0 PART I, LINE 2: EMC HEALTH REQUESTS A FINAL REPORT FROM GRANTEES AT LEAST ONE YEAR FROM THE CONTRACT DATE, OR PER SEMESTER AND POST-LICENSING FOR STUDENT AWARDS. X X X 0 1 0 0 0 0 0 0 0 LINDA STUHMER PRESIDENT 0 269482 0 31879 0 101182 0 9900 0 56976 0 469419 0 0 TODD SLECHTA DIRECTOR 0 266345 0 0 0 38781 0 35136 0 26554 0 366816 0 0 PART I, LINE 4B LINDA STUHMER PARTICIPATES IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THROUGH THE COVENANT MINISTRIES OF BENEVOLENCE THAT SHE IS VESTED. CONTRIBUTIONS ARE MADE TO A SERP BY COVENANT MINISTRIES OF BENEVOLENCE AND EMC HEALTH INC.,BUT SHE DOES NOT RECEIVE PAYMENTS. LINDA PAYS THE REQUIRED TAXES ON THE CONTRIBUTIONS. TODD SLECHTA PARTICIPATES IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP)THROUGH THE COVENANT MINISTRIES OF BENEVOLENCE, FOR CALENDAR YEAR 2023 THERE WERE $38,781 OF DISTRIBUTION AND $25,913 OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 THE SINGLE CORPORATE MEMBER IS COVENANT MINISTRIES OF BENEVOLENCE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS NOMINATE INDIVIDUALS TO FILL POSITIONS ON THE BOARD AND SUBMIT THEIR RECOMMENDATIONS FOR APPOINTMENT TO COVENANT MINISTRIES OF BENEVOLENCE, WHO IS THE SINGLE CORPORATE MEMBER AND ELECTS THE DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B BYLAWS INCLUDE RESERVED POWERS TO THE SINGLE MEMBER SUCH AS THE ELECTION OF THE DIRECTORS, CHANGES TO MISSION AND STRATEGIC PLAN, APPROVAL OF CERTAIN ACQUISITIONS, DISPOSITIONS AND FINANCINGS, AND CHANGES TO ARTICLES AND BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PROVIDED TO THE PRESIDENT OF THE ORGANIZATION FOR REVIEW. A COPY OF THE RETURNS IS ALSO DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EMC HEALTH INC. HAS A CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS WHICH IS REVIEWED AND COMPLETED BY THE BOARD MEMBERS ANNUALLY. THEY INDIVIDUALLY DECLARE IF A CONFLICT EXISTS OR NOT. EACH MEMBER THEN SIGNS AN ACKNOWLEDGMENT FORM. IF A PERSON BECOMES AN INTERESTED PERSON, HE OR SHE MAY BE CONSIDERED IN DETERMINING WHETHER A QUORUM IS PRESENT. THE INTERESTED PERSON MAY MAKE A SHORT STATEMENT RELATING TO THE TRANSACTION OR ARRANGEMENT IN QUESTION, BUT SHALL NOT BE PRESENT DURING THE DISCUSSION AND SHALL NOT VOTE ON THE MOTION ADDRESSING THE ACTUAL OR POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A CMB'S BOARD OF DIRECTORS HAS DULY APPOINTED AN EXECUTIVE COMPENSATION COMMITTEE WHICH IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF ALL COMPENSATION AND BENEFITS PROVIDED TO EXECUTIVE MANAGEMENT, WHICH INCLUDES EMC HEALTH'S PRESIDENT AND CEO. THE RESOURCES UTILIZED BY THE COMPENSATION COMMITTEE INCLUDE: 1) INDEPENDENT COMPENSATION CONSULTANT; 2) COMPENSATION SURVEY OR STUDY; 3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 EMC HEALTH, INC.'S FORM 990 CAN BE FOUND ON GUIDESTAR. IN ADDITION, THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNRELATED DEBT-FINANCED INCOME -48,417. EMC HEALTH FOUNDATION 2881 GEER RD STE A TURLOCK CA 95382 814399875 CONDUCT SUPPORT ACTIVITIES CA 501(C)(3) LINE 7 EMC HEALTH INC 1 COVENANT MINISTRIES OF BENEVOLENCE 4055 W PETERSON AVE STE 106 CHICAGO IL 60646 363486813 CONDUCT SUPPORT ACTIVITIES IL 501(C)(3) LINE 12A, I N/A 0 JESSICA'S HOUSE 1225 W CHRISTOFFERSEN PKWY TURLOCK CA 95382 933606768 CONDUCT SUPPORT ACTIVITIES CA 501(C)(3) LINE 7 EMC HEALTH INC 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 EMC HEALTH FOUNDATION B 2000000 FMV EMC HEALTH FOUNDATION O 62293 FMV EMC HEALTH FOUNDATION Q 500338 FMV JESSICA'S HOUSE B 2805284 FMV JESSICA'S HOUSE Q 211018 FMV