2025-11-20T14:50:56-06:00 2025-06-30 952972229 DANIELLS PHILLIPS VAUGHAN & BOCK 300 NEW STINE ROAD BAKERSFIELD CA 93309 990 2024-07-01 953555043 BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION BAKE 6613271792 PO BOX 2401 BAKERSFIELD CA 933032401 KEN KELLER PRESIDENT AND CEO 6615410190 2025-11-17 1 0 PATRICK W PAGGI CPA P01223476 6618347411 2024 2025-03-06 01:10:19Z KEN KELLER PO BOX 2401 BAKERSFIELD CA 933032401 5414727 0 X WWW.SUPPORTBAKERSFIELD.ORG X 1998 CA THE PROCUREMENT AND EXTENSION OF FINANCIAL AID TOWARD THE OPERATION, MAINTENANCE AND MODERNIZATION OF FACILITIES OF MEMORIAL HEALTH SYSTEMS, INC., AND BAKERSFIELD MEMORIAL HOSPITAL ITS AFFILIATED ENTITIES. SO THAT THE GREATEST AMOUNT OF HEALTH CARE SERVICES MAY BE EXTENDED TO THE GREATEST NUMBER OF PERSONS SERVED BY MEMORIAL HEALTH SYSTEMS, INC. AND ITS AFFILIATED ENTITIES. THESE ACTIVITIES MAY BE BROAD IN SCOPE, AND AMONG OTHER THINGS, MAY INCLUDE AN ENDOWMENT FOR MEDICAL RESEARCH, THE ESTABLISHMENT OF MEDICAL AND PARAMEDICAL SCHOLARSHIPS AND THE FUNDING OF PROGRAMS, FACILITIES OR EQUIPMENT TO ENHANCE THE DELIVERY OF HEALTH SERVICES TO THE AREA. 28 28 0 25 0 0 6291151 4011725 0 0 415030 563364 89186 706159 6795367 5281248 0 0 0 0 216022 490221 0 0 565199 2336954 4504456 2552976 4994677 4242391 286571 13609251 14057822 0 71834 13609251 13985988 SEE SCHEDULE O FORM 990, PART I, LINE 1 FOR DESCRIPTION 0 0 4147254 THE ORGANIZATION MAKES DISTRIBUTIONS TO BAKERSFIELD MEMORIAL HOSPITAL TO ASSIST IN THE COST OF ACQUIRING NEW EQUIPMENT AND IN SUPPORT OF HEALTH CARE SERVICE PROGRAMS. 4147254 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X KEN KELLER 6615410190 420 34TH STREET BAKERSFIELD CA 93301 X VICTORIA TRICHELLESQ CHAIR 0.30 X X 0 0 0 KEN BEURMANN 1ST VICE-CHAIR 0.30 X X 0 0 0 JULIE IRVIN TREASURER 0.30 X X 0 0 0 JAVIER BUSTAMANTE MD SECRETARY 0.30 X X 0 0 0 KEN KELLER EX-OFFICIO 0.30 X X 0 0 0 TONI HARPER EX-OFFICIO 0.30 X X 0 0 0 MIKE HAY BOARD MEMBER 0.30 X 0 0 0 LINDSAY ASHLEY BOARD MEMBER 0.30 X 0 0 0 MADHU BHOGAL MD BOARD MEMBER 0.30 X 0 0 0 STEPHANIE BOUEY BOARD MEMBER 0.30 X 0 0 0 L ROGERS BRANDON BOARD MEMBER 0.30 X 0 0 0 GREGORY D BYNUM BOARD MEMBER 0.30 X 0 0 0 JIM DAMIAN BOARD MEMBER 0.30 X 0 0 0 MELISSA FRANK BOARD MEMBER 0.30 X 0 0 0 EDYTA- CHRISTINA GRANT ESQ BOARD MEMBER 0.30 X 0 0 0 DUANE KEATHLEY BOARD MEMBER 0.30 X 0 0 0 ASHA MUNGER MOFFETT BOARD MEMBER 0.30 X 0 0 0 GARRY NELSON BOARD MEMBER 0.30 X 0 0 0 JAMES NICKEL BOARD MEMBER 0.30 X 0 0 0 MONA PANKEY BOARD MEMBER 0.30 X 0 0 0 DOUGLAS PIERCE CPA BOARD MEMBER 0.30 X 0 0 0 TUESDY SMALL BOARD MEMBER 0.30 X 0 0 0 ERNIE SCHROEDER JR BOARD MEMBER 0.30 X 0 0 0 TIM SULLIVAN JR BOARD MEMBER 0.30 X 0 0 0 JAY TAMSI BOARD MEMBER 0.30 X 0 0 0 ALEKXIA TORRES-STALLINGS BOARD MEMBER 0.30 X 0 0 0 TRACY KISER BOARD MEMBER 0.30 X 0 0 0 CALLIE SPITZER-JENKINS BOARD MEMBER 0.30 X 0 0 0 0 0 0 0 0 0 0 0 94307 3917418 4011725 219565 219565 343799 0 343799 343799 343799 839638 94307 133479 706159 706159 5281248 343799 0 925724 490221 97959 392262 12394 12394 16500 16500 6103 6103 95854 16192 79662 18012 18012 17181 17181 4147254 4147254 VOLUNTEER/DONOR RECOGNI 81917 20479 61438 DUES & SUBSCRIPTION 42450 10613 31837 MEETINGS AND MEALS 34647 34647 MISCELLANEOUS 18297 18297 13847 13847 4994677 4147254 282224 565199 131958 204231 3703968 3304848 2976192 2687491 297322 290304 6499811 7570948 13609251 14057822 0 71834 0 71834 X 2230818 2772762 11378433 11213226 13609251 13985988 13609251 14057822 286571 90166 0 X X 0 1 X 1 0 X 2236601 2657066 4249185 6291151 4011725 19445728 2236601 2657066 4249185 6291151 4011725 19445728 19445728 23820 28502 77272 319916 219565 669075 20114803 0.96670 0.97170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75082 3567 78649 71269 3813 75082 70568 1151 450 71269 70710 8 150 70568 70852 8 150 70710 0.11000 0.89000 0 0 0 INVESTMENTS 7570948 F 7570948 DISTRIBUTIONS PAYABLE 71834 71834 X 5483256 90166 72739 -6103 156802 5326454 -45206 -45206 5281248 5106519 72739 45206 117945 4988574 6103 6103 4994677 PART V, LINE 4: SCHOLARSHIPS ARE GRANTED TO QUALIFIED STUDENTS ENROLLED IN LOCAL COLLEGE AND UNIVERSITY NURSING EDUCATION PROGRAMS. PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THEY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -6,103. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -45,206. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 45,206. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 6,103. GOLF TOURNAMENT 127978 36860 91118 4869 22580 UNDER THE AMALFI MOON 759630 57447 702183 81904 887608 94307 793301 4869 104484 109353 683948 FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE COMMITTEE ARE GIVEN A COPY TO REVIEW. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF DOCUMENT IS AVAILABLE UPON REQUEST. PART XII LINE 1 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION FOR THE YEAR ENDING JUNE 30, 2025 BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION (EIN: 95-3555043) IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). PART XII LINE 2C THERE WERE NO CHANGES TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. BAKERSFIELD MEMORIAL HOSPITAL 420 34TH STREET BAKERSFIELD CA 93301 951802797 HOSPITAL CA 501(C)(3) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 BAKERSFIELD MEMORIAL HOSPITAL B 4147254 ACTUAL BAKERSFIELD MEMORIAL HOSPITAL Q 886526 ACTUAL