Civic Intelligence

Palomar Health Foundation

990 • Fiscal year 2018 • EIN 93-3573154

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 30, 2019

Organization ProfileWWW.PALOMARHEALTHFOUNDATION.ORG
960 Canterbury Place No 200Escondido, CA 92025

(760) 739-2787

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.18x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.20x

Higher debt load relative to revenue than 54% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

58th percentile

5.7%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

87th percentile

$287,421

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

3rd percentile

-25%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

114%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$7,387,595

Down $2,416,734 (-25%) from 2017

Net Assets

Up

$6,088,543

Up $465,791 (+8.3%) from 2017

Liabilities

Down

$1,299,052

Down $2,882,525 (-69%) from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin58th percentile

Revenue

Up

$6,595,245

Up $3,508,255 (+114%) from 2017

Expenses

Up

$6,222,180

Up $3,077,227 (+98%) from 2017

Net Income

Up

$373,065

Up $431,028 (+744%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $8,810,036Liabilities 2011: $1,335,979Net Assets 2011: $7,474,0572011Assets 2012: $10,210,418Liabilities 2012: $1,158,144Net Assets 2012: $9,052,2742012Assets 2013: $10,323,078Liabilities 2013: $2,586,663Net Assets 2013: $7,736,4152013Assets 2014: $8,622,103Liabilities 2014: $1,992,152Net Assets 2014: $6,629,9512014Assets 2015: $9,044,310Liabilities 2015: $2,536,140Net Assets 2015: $6,508,1702015Assets 2016: $7,912,210Liabilities 2016: $2,307,401Net Assets 2016: $5,604,8092016Assets 2017: $9,804,329Liabilities 2017: $4,181,577Net Assets 2017: $5,622,7522017Assets 2018: $7,387,595Liabilities 2018: $1,299,052Net Assets 2018: $6,088,5432018Assets 2019: $7,283,492Liabilities 2019: $1,465,915Net Assets 2019: $5,817,5772019Assets 2020: $7,187,554Liabilities 2020: $1,018,894Net Assets 2020: $6,168,6602020Assets 2021: $6,734,134Liabilities 2021: $963,285Net Assets 2021: $5,770,8492021Assets 2022: $7,348,355Liabilities 2022: $1,109,342Net Assets 2022: $6,239,0132022Assets 2023: $5,818,868Liabilities 2023: $2,621,682Net Assets 2023: $3,197,1862023Assets 2024: $5,069,271Liabilities 2024: $3,407,269Net Assets 2024: $1,662,0022024

Highlighted filing

2018

Assets$7,387,595
Liabilities$1,299,052
Net Assets$6,088,543
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $2,239,6282011Revenue 2012: $3,683,115Expenses 2012: $2,704,898Net Income 2012: $978,2172012Revenue 2013: $2,338,896Expenses 2013: $3,054,755Net Income 2013: -$715,8592013Revenue 2014: $4,327,768Expenses 2014: $3,843,064Net Income 2014: $484,7042014Revenue 2015: $1,952,307Expenses 2015: $1,975,096Net Income 2015: -$22,7892015Revenue 2016: $3,414,392Expenses 2016: $4,207,616Net Income 2016: -$793,2242016Revenue 2017: $3,086,990Expenses 2017: $3,144,953Net Income 2017: -$57,9632017Revenue 2018: $6,595,245Expenses 2018: $6,222,180Net Income 2018: $373,0652018Revenue 2019: $2,983,925Expenses 2019: $3,361,843Net Income 2019: -$377,9182019Revenue 2020: $5,285,222Expenses 2020: $5,002,342Net Income 2020: $282,8802020Revenue 2021: $6,219,370Expenses 2021: $7,053,448Net Income 2021: -$834,0782021Revenue 2022: $3,670,088Expenses 2022: $3,387,781Net Income 2022: $282,3072022Revenue 2023: $2,759,494Expenses 2023: $4,565,037Net Income 2023: -$1,805,5432023Revenue 2024: $4,968,358Expenses 2024: $6,111,428Net Income 2024: -$1,143,0702024

Highlighted filing

2018

Revenue$6,595,245
Expenses$6,222,180
Net Income$373,065
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$6,633,133
Mission and Program Overview

Mission

To provide assistance and support to palomar health, a california local healthcare district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,023,994$2,852,613▲ $828,619
Pledges and Grants Receivable$1,509,006$1,313,506▼ $195,500
Cash and Non-Interest-Bearing Accounts$2,391,751$1,276,942▼ $1,114,809
Savings and Temporary Cash Investments$2,325,800$303,344▼ $2,022,456
Land, Buildings, and Equipment, Net$225,000$225,000→ $0
Investments Other Securities$200,000$200,000→ $0
Prepaid Expenses and Deferred Charges$45,727$68,180▲ $22,453
Total Assets$9,804,329$7,387,595▼ $2,416,734
Other Assets Total$1,083,051$1,148,010▲ $64,959
Liabilities
Other Liabilities$4,086,803$1,171,300▼ $2,915,503
Accounts Payable and Accrued Expenses$94,774$127,752▲ $32,978
Total Liabilities$4,181,577$1,299,052▼ $2,882,525
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,790,741$4,056,785▼ $733,956
Unrestricted Net Assets$621,671$1,751,632▲ $1,129,961
Permanently Rstr Net Assets$210,340$280,126▲ $69,786
Total Net Assets Fund Balance$5,622,752$6,088,543▲ $465,791
Total Liabilities and Net Assets / Fund Balance$9,804,329$7,387,595▼ $2,416,734

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$225,000--
Other Assets Org$1,062,453--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$236,476$87,297▲ $17,953-$338,767
2016$221,393$4,160▲ $13,190-$236,476
2015$216,277$7,650▲ $1,261$1,650$221,393
2014$176,257$45,533▲ $4,873$9,152$216,277
2013$137,930$25,008▲ $18,405$4,008$176,257
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jean LarsenPresident/chief Philanthropy OfficerFT$273,152$14,269$287,421
Monica HeathDirector Advancement ServicsFT$145,908$10,512$156,420

Board Members and Trustees

NameTitle
Evangeline K Ginger LarsonChairman
Thomas H SilbergImmediate Past Chair
Diane HansenPalomar Health President/c
Robert a HemkerPalomar Health President/c
Harvey N HershkowitzVice Chairman
Wayne Herron Start 122018Vice President of Philanthropy
Anthony NguyenDirector
Cary BurchDirector
Charles MathewsDirector
Craig SbrownDirector
Debbie YoungDirector
Donald BelcherDirector
Fred NasseriDirector
John ClarkDirector
Kevin HardenriderDirector
Kim YoungDirector
Kirk EffingerDirector
Michael DunlapDirector
Nelly BulkinDirector
Tishmall TurnerDirector
Ronald Mirenda Term 218-119Interim Executive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$6,553,233
Program Service Revenue
$0
Investment Income
$72,329
Other Revenue
$-30,317
All Other Contributions
$6,476,425
Change in Net Assets
$373,065

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$4,456,238Fair Market Value (FMV)
Other Non Cash Contri Table2$14,000Fair Market Value (FMV)
Other Non Cash Contri Table7$6,408Fair Market Value (FMV)
Other Non Cash Contri Table12$3,543Fair Market Value (FMV)
Collectibles4$670Fair Market Value (FMV)
Other Non Cash Contri Table4$670Fair Market Value (FMV)
Clothing and Household Goods-$600Fair Market Value (FMV)
Other Non Cash Contri Table1$500Fair Market Value (FMV)
Total Noncash Contributions31$4,482,629-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,550,539
Revenue Not Reported on Financial Statements
$44,706
Revenue Not Reported on Form 990
$167,750
Other Revenue Adjustments
$10,995
Total Revenue per Audited Statements
$6,718,289
Total Revenue per Form 990
$6,595,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,531,210
Salaries, Compensation, and Employee Benefits$869,535
Other Expenses$821,435
Total Fundraising Expense$758,400
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,531,210--$4,531,210
Current Officers, Directors, Trustees, and Key Employees-$284,733$41,280$326,013
Other Salaries and Wages-$65,515$246,088$311,603
Other Employee Benefits-$98,381$80,719$179,100
Fees for Services Accounting-$134,899$29,879$164,778
Occupancy-$130,004-$130,004
Office Expenses-$34,108$36,301$70,409
Fees for Services Other-$59,300$8,844$68,144
Payroll Taxes-$29,014$23,805$52,819
Fees for Service Investment Mgmnt Fees-$33,711-$33,711
Advertising--$18,450$18,450
Fees for Services Legal-$15,354$2,290$17,644
Information Technology--$15,786$15,786
Interest-$7,212-$7,212
Other Expenses$0$0$6,112$6,112
Insurance-$5,000-$5,000
Travel--$3,234$3,234
All Other Expenses-$1,590-$1,590
Total Functional Expenses$4,531,210$932,570$758,400$6,222,180

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,239,511
Expenses per Audited Statements$6,226,357
Total Expenses per Form 990$6,222,180
Expenses Not Reported on Form 990$13,154
Expenses Not Reported on Financial Statements$-4,177
Other Expense Adjustments$-37,888
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Palomar HealthEscondido, CA115(i)Support of Program Services$4,531,210
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,888
Fundraising Gross Income$7,571
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pgcalumni$6,670$6,545$10,708$-4,163
Swing Your Health$3,356$1,026-$1,026
Total Events$10,026$7,571$37,888$-30,317
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Gift Annuities$1,171,300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president and third party accountants will review the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed during the initial orientation of any officer, director, and key employee. The policy is then reviewed with each person of an annual basis.”

Form 990, Part VI, Section B, Line 15

“Palomar health (ph) periodically completes a market analysis of compensation for all positions. This is when positions have been vacated by an employee who held their position with ph for a considerable time to ensure that ph remains competitive during an active recruitment for top talent. It can also be done at the request of a senior leader for a position that may have not been analyzed for considerable time and the position needs a market adjustment to keep top talent at ph.”

Form 990, Part VI, Section C, Line 19

“The conflict of interest policy is available upon request. Once a request is submitted to the foundation, a response will be provided.”

Filing and Contact Details

Filer

Filer Name
Palomar Health Foundation
EIN
93-3573154
Phone
7607392787
Address
960 CANTERBURY PLACE NO 200, ESCONDIDO, CA 92025

Signing Officer

Name
Wayne Herron
Title
Vice President of Philanthropy
Phone
7607392787
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Herron
Formed
2006
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
23

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
7676 HAZARD CENTER DRIVE STE 1300, SAN DIEGO, CA 92108
Preparer
Elsa a Romero
Phone
6198104940
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of charitable remainder trusts 56,021. Net change in the value of gift annuities -67,016.”

Financial Statement Notes

PART X, LINE 2:

“The foundation follows the provisions of uncertain tax positions as addressed in fasb accounting standards codification. The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable. There are no amounts accrued in the consolidated financial statements related to uncertain tax positions for the years ended june 30, 2018 and 2017.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special events expenses 37,888. Revenue from related organization per consolidated gaap 28,209.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in value of charitable remainder trusts -56,021. Change in value of gift annuities 67,016.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses from related organization per consolidated gaap 13,154.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Special events expenses -37,888.”

Raw XML AppendixShowing 400 of 744 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt094774
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0127752
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE ASSISTANCE AND SUPPORT TO PALOMAR HEALTH, A CALIFORNIA LOCAL HEALTHCARE DISTRICT.
IRS990/AdvertisingGrp/FundraisingAmt018450
IRS990/AdvertisingGrp/TotalAmt018450
IRS990/AllOtherContributionsAmt06476425
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01590
IRS990/AllOtherExpensesGrp/TotalAmt01590
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0WAYNE HERRON
IRS990/BooksInCareOfDetail/PhoneNum07607392787
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0960 CANTERBURY PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ESCONDIDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092025
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02391751
IRS990/CashNonInterestBearingGrp/EOYAmt01276942
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt041280
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0284733
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0326013
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt02455
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06553233
IRS990/CYGrantsAndSimilarPaidAmt04531210
IRS990/CYInvestmentIncomeAmt072329
IRS990/CYOtherExpensesAmt0821435
IRS990/CYOtherRevenueAmt0-30317
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0373065
IRS990/CYSalariesCompEmpBnftPaidAmt0869535
IRS990/CYTotalExpensesAmt06222180
IRS990/CYTotalFundraisingExpenseAmt0758400
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06595245
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE ASSISTANCE AND SUPPORT TO PALOMAR HEALTH INCLUDING ASSISTANCE TO BUILD OUT PALOMAR MEDICAL CENTER EMERGENCY DEPARTMENT, PURCHASE OF GASTRO INTESTINAL MEDICAL EQUIPMENT, AND RENOVATION OF THE ATRIUM AT THE PALOMAR MEDICAL CENTER EMERGENCY DEPARTMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04531210
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt029879
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0134899
IRS990/FeesForServicesAccountingGrp/TotalAmt0164778
IRS990/FeesForServicesLegalGrp/FundraisingAmt02290
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt015354
IRS990/FeesForServicesLegalGrp/TotalAmt017644
IRS990/FeesForServicesOtherGrp/FundraisingAmt08844
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt059300
IRS990/FeesForServicesOtherGrp/TotalAmt068144
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt033711
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt033711
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1914269
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2210512
IRS990/Form990PartVIISectionAGrp/PersonNm0EVANGELINE K GINGER LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm1HARVEY N HERSHKOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS H SILBERG
IRS990/Form990PartVIISectionAGrp/PersonNm3DONALD BELCHER
IRS990/Form990PartVIISectionAGrp/PersonNm4CRAIG SBROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5NELLY BULKIN
IRS990/Form990PartVIISectionAGrp/PersonNm6CARY BURCH
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL DUNLAP
IRS990/Form990PartVIISectionAGrp/PersonNm9KIRK EFFINGER
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN HARDENRIDER
IRS990/Form990PartVIISectionAGrp/PersonNm11FRED NASSERI
IRS990/Form990PartVIISectionAGrp/PersonNm12ANTHONY NGUYEN
IRS990/Form990PartVIISectionAGrp/PersonNm13CHARLES MATHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm14TISHMALL TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm15KIM YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm16DEBBIE YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm17ROBERT A HEMKER
IRS990/Form990PartVIISectionAGrp/PersonNm18DIANE HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm19JEAN LARSEN
IRS990/Form990PartVIISectionAGrp/PersonNm20RONALD MIRENDA TERM 218-119
IRS990/Form990PartVIISectionAGrp/PersonNm21WAYNE HERRON START 122018
IRS990/Form990PartVIISectionAGrp/PersonNm22MONICA HEATH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19273152
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22145908
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PALOMAR HEALTH PRESIDENT/C
IRS990/Form990PartVIISectionAGrp/TitleTxt18PALOMAR HEALTH PRESIDENT/C
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT/CHIEF PHILANTHROPY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20INTERIM EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRESIDENT OF PHILANTHROPY
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR ADVANCEMENT SERVICS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt02455
IRS990/FundraisingDirectExpensesAmt037888
IRS990/FundraisingGrossIncomeAmt07571
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt074353
IRS990/GrantAmt04531210
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04531210
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04531210
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06633133
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt015786
IRS990/InformationTechnologyGrp/TotalAmt015786
IRS990/InsuranceGrp/ManagementAndGeneralAmt05000
IRS990/InsuranceGrp/TotalAmt05000
IRS990/InterestGrp/ManagementAndGeneralAmt07212
IRS990/InterestGrp/TotalAmt07212
IRS990/InvestmentIncomeGrp/ExclusionAmt072329
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072329
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0200000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0200000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02023994
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02852613
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0225000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0225000
IRS990/LandBldgEquipCostOrOtherBssAmt0225000
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ASSISTANCE AND SUPPORT TO PALOMAR HEALTH, A CALIFORNIA LOCAL HEALTHCARE DISTRICT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05622752
IRS990/NetAssetsOrFundBalancesEOYAmt06088543
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-30317
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-30317
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0101653
IRS990/NoncashContributionsAmt04481958
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0130004
IRS990/OccupancyGrp/TotalAmt0130004
IRS990/OfficeExpensesGrp/FundraisingAmt036301
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034108
IRS990/OfficeExpensesGrp/TotalAmt070409
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01083051
IRS990/OtherAssetsTotalGrp/EOYAmt01148010
IRS990/OtherChangesInNetAssetsAmt0-10995
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt080719
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt098381
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0179100
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1DONOR CULTIVATION
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt0175950
IRS990/OtherExpensesGrp/FundraisingAmt161512
IRS990/OtherExpensesGrp/FundraisingAmt28150
IRS990/OtherExpensesGrp/FundraisingAmt36112
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt233749
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0175950
IRS990/OtherExpensesGrp/TotalAmt161512
IRS990/OtherExpensesGrp/TotalAmt241899
IRS990/OtherExpensesGrp/TotalAmt36112
IRS990/OtherLiabilitiesGrp/BOYAmt04086803
IRS990/OtherLiabilitiesGrp/EOYAmt01171300
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0246088
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt065515
IRS990/OtherSalariesAndWagesGrp/TotalAmt0311603
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt023805
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029014
IRS990/PayrollTaxesGrp/TotalAmt052819
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0210340
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0280126
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01509006
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01313506
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045727
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068180
IRS990/PrincipalOfficerNm0WAYNE HERRON
IRS990/PriorPeriodAdjustmentsAmt02068
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03021817
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01243659
IRS990/PYInvestmentIncomeAmt049558
IRS990/PYOtherExpensesAmt0653953
IRS990/PYOtherRevenueAmt015615
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-57963
IRS990/PYSalariesCompEmpBnftPaidAmt01247341
IRS990/PYTotalExpensesAmt03144953
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03086990
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0373065
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02325800
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0303344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06553233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03021817
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03430684
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01931439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04000482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018937655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt072329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt049558
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt046501

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,387,595
Liabilities
$1,299,052
Net assets
$6,088,543
Revenue
$6,595,245
Expenses
$6,222,180
Net income
$373,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.07$3.41$1.66$4.97$6.11$1.14
2023Detailed filing. Detailed filing data is available for this year.$5.82$2.62$3.20$2.76$4.57$1.81
2022Detailed filing. Detailed filing data is available for this year.$7.35$1.11$6.24$3.67$3.39$0.28
2021Detailed filing. Detailed filing data is available for this year.$6.73$0.96$5.77$6.22$7.05$0.83
2020Detailed filing. Detailed filing data is available for this year.$7.19$1.02$6.17$5.29$5.00$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.28$1.47$5.82$2.98$3.36$0.38
2018Detailed filing. Detailed filing data is available for this year.$7.39$1.30$6.09$6.60$6.22$0.37
2017Detailed filing. Detailed filing data is available for this year.$9.80$4.18$5.62$3.09$3.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.91$2.31$5.60$3.41$4.21$0.79
2015Detailed filing. Detailed filing data is available for this year.$9.04$2.54$6.51$1.95$1.98$0.02
2014Detailed filing. Detailed filing data is available for this year.$8.62$1.99$6.63$4.33$3.84$0.48
2013Summary only. Only limited summary data is available for this year.$10.3$2.59$7.74$2.34$3.05$0.72
2012Summary only. Only limited summary data is available for this year.$10.2$1.16$9.05$3.68$2.70$0.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.81$1.34$7.47$2.24