Civic Intelligence

Hazel Hawkins Hospital Foundation

990 • Fiscal year 2020 • EIN 94-2497062

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 20, 2021

911 Sunset DriveHollister, CA 95023

(831) 636-2653

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$392,073

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 70.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

18th percentile

-3.6%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,605,068

Down $60,076 (-3.6%) from 2019

Net Assets

Down

$1,605,068

Down $60,076 (-3.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$555,710

Up $100,978 (+22%) from 2019

Expenses

Up

$615,786

Up $219,178 (+55%) from 2019

Net Income

Down

-$60,076

Down $118,200 (-203%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,361,728Liabilities 2010: $1,287,138Net Assets 2010: $1,074,5902010Assets 2011: $2,214,772Liabilities 2011: $1,217,393Net Assets 2011: $997,3792011Assets 2012: $2,404,229Liabilities 2012: $1,525,805Net Assets 2012: $878,4242012Assets 2013: $1,759,313Liabilities 2013: $978,435Net Assets 2013: $780,8782013Assets 2014: $1,974,616Liabilities 2014: $1,297,362Net Assets 2014: $677,2542014Assets 2015: $1,800,070Liabilities 2015: $0Net Assets 2015: $1,800,0702015Assets 2016: $1,655,802Liabilities 2016: $0Net Assets 2016: $1,655,8022016Assets 2017: $1,672,349Liabilities 2017: $0Net Assets 2017: $1,672,3492017Assets 2018: $1,607,020Liabilities 2018: $0Net Assets 2018: $1,607,0202018Assets 2019: $1,665,144Liabilities 2019: $0Net Assets 2019: $1,665,1442019Assets 2020: $1,605,068Liabilities 2020: $0Net Assets 2020: $1,605,0682020Assets 2021: $2,099,268Liabilities 2021: $0Net Assets 2021: $2,099,2682021Assets 2022: $1,918,720Liabilities 2022: $0Net Assets 2022: $1,918,7202022Assets 2023: $2,091,671Liabilities 2023: $0Net Assets 2023: $2,091,6712023Assets 2024: $2,668,495Liabilities 2024: $0Net Assets 2024: $2,668,4952024

Highlighted filing

2020

Assets$1,605,068
Liabilities$0
Net Assets$1,605,068

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $565,4282010Revenue 2011: $567,672Expenses 2011: $727,525Net Income 2011: -$159,8532011Expenses 2012: $1,261,5452012Revenue 2013: $1,028,073Expenses 2013: $1,185,811Net Income 2013: -$157,7382013Revenue 2014: $1,115,993Expenses 2014: $1,180,781Net Income 2014: -$64,7882014Revenue 2015: $512,895Expenses 2015: $687,441Net Income 2015: -$174,5462015Revenue 2016: $983,213Expenses 2016: $1,127,481Net Income 2016: -$144,2682016Revenue 2017: $573,418Expenses 2017: $556,871Net Income 2017: $16,5472017Revenue 2018: $471,027Expenses 2018: $536,356Net Income 2018: -$65,3292018Revenue 2019: $454,732Expenses 2019: $396,608Net Income 2019: $58,1242019Revenue 2020: $555,710Expenses 2020: $615,786Net Income 2020: -$60,0762020Revenue 2021: $827,365Expenses 2021: $333,165Net Income 2021: $494,2002021Revenue 2022: $376,296Expenses 2022: $556,844Net Income 2022: -$180,5482022Revenue 2023: $964,362Expenses 2023: $791,411Net Income 2023: $172,9512023Revenue 2024: $1,039,832Expenses 2024: $463,008Net Income 2024: $576,8242024

Highlighted filing

2020

Revenue$555,710
Expenses$615,786
Net Income-$60,076
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 20, 2021
Return Version
2019v5.0
Gross Receipts
$577,491
Mission and Program Overview

Mission

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 its: health care facilities; equipment; and programs. Resources are generated through donations and bequests from individuals, corporations and foundations.

Support San Benito Health Care District

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,133,773$1,149,351▲ $15,578
Cash and Non-Interest-Bearing Accounts$436,130$364,752▼ $71,378
Savings and Temporary Cash Investments$95,241$90,965▼ $4,276
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,665,144$1,605,068▼ $60,076
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,665,144$1,605,068▼ $60,076
Total Net Assets Fund Balance$1,665,144$1,605,068▼ $60,076
Total Liabilities and Net Assets / Fund Balance$1,665,144$1,605,068▼ $60,076

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$421,438$6,294▲ $16,270-$421,438
2018$421,438$7,365▲ $19,390-$421,438
2017$421,438$7,081▲ $8,476-$421,438
2016$421,438$11,623▲ $3,023-$421,438
2015$421,438$2,581▲ $9,172-$421,438
Compensation and Service Providers

Board Members and Trustees

NameTitle
Manny FrietasPast President
Kathy HartPresident
Jennifer LaineVice President
Abraham PradoTrustee
Ann Marie BarraganTrustee
Conner StevensTrustee
Elias Barocio JrTrustee
Jill PagaranTrustee
Mary McCulloughTrustee
Robert PoelkerTrustee
Seth MuenzerTrustee
Sharon GreenTrustee
Tisi StewartTrustee
Lanetta BishopTrustee/Aux Rep
Ralph Armstrong DOTrustee/COS Rep
Josie SanchezDist Brd/Truste
Ken UnderwoodDistrict CEO
Mark RobinsonDistrict CFO
Lou MederiosSecretary
Lynda RobinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$551,707
Program Service Revenue
$0
Investment Income
$4,837
Other Revenue
$-834
All Other Contributions
$414,129
Change in Net Assets
$-60,076

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$41,419Fair Market Value (FMV)
Other Non Cash Contri Table10$10,300Fair Market Value (FMV)
Clothing and Household Goods-$2,015Fair Market Value (FMV)
Other Non Cash Contri Table1$2,000Fair Market Value (FMV)
Total Noncash Contributions12$55,734-

Audited Revenue Reconciliation

Revenue per Audited Statements
$555,710
Total Revenue per Audited Statements
$555,710
Total Revenue per Form 990
$555,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$566,504
Other Expenses$49,282
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$554,004--$554,004
Fees for Services Accounting-$13,840-$13,840
Grants to Domestic Individuals$12,500--$12,500
Office Expenses-$4,791-$4,791
Depreciation Depletion-$3,338-$3,338
Other Expenses-$2,901-$2,901
Total Functional Expenses$566,504$49,282$0$615,786

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$615,786
Total Expenses per Audited Statements$615,786
Total Expenses per Form 990$615,786
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Benito Health Care DistHollister, CA-General and Capital Support$553,414
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,781
Fundraising Gross Income$16,170
Gaming Gross Income$4,777
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Dance$112,329$16,170$2,700$13,470
Total Events$112,329$16,170$21,781$-5,611
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Ken UnderwoodTrusteeOfficer of Rel OrgNo$392,073
Lynda RobinsonTrusteeFam Mmbr-Officer Rltd OrgNo$328,855
Mark RobinsonTrusteeOfficer of Rel OrgNo$328,855

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Ken Underwood, CEO 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. Lynda Robinson is a Board Trustee of the organization, and is also a family member to a fellow trustee and related organization's (San Benito Health Care District)CFO. Since compensation to the CFO from a related organization was in excess of $100,000, this transaction both impairs Lynda Robinson's voting independence on the Foundation's Board of Trustees and is reportable on Schedule L as a business transaction.

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy of the completed 990 is reviewed by Foundation Director and the Hospital's Finance Department prior to submission.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

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, Line 19: Other Organization Documents Publicly Available

Public documents may also be made available upon request.

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.

Form 990, Part VI, Line 1B

Ken Underwood, CEO 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. Lynda Robinson is a Board Trustee of the organization, and is also a family member to a fellow trustee and related organization's (San Benito Health Care District)CFO. Since compensation to the CFO from a related organization was in excess of $100,000, this transaction both impairs Lynda Robinson's voting independence on the Foundation's Board of Trustees and is reportable on Schedule L as a business transaction.

Form 990, Part VII, Line 22 & 23

Ken Underwood, CEO and Mark Robinson, CFO of San Benito Health Care District (related organization to Foundation), serve 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 and facilities. 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.

Form 990, Part VIII, Lines 9A-C

The Foundation held a raffle, which is considered a gaming activity, but had revenues below the reporting threshold that would have required it to be listed separately on the Schedule G. Thus, it does not appear on the Schedule G.

Filing and Contact Details

Filer

Filer Name
Hazel Hawkins Hospital Foundation
EIN
94-2497062
Phone
8316362653
Address
911 Sunset Drive, Hollister, CA 95023

Signing Officer

Name
Lynda Robinson
Title
Treasurer
Signed
2021-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynda Robinson
Formed
1979
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
17
Employees
0
Volunteers
18

Preparer

Firm
JWT & Associates LLP
Address
1111 East Herndon Avenue Suite 211, Fresno, CA 93720
Preparer
Inger Sullenger CPA
Phone
5594317708
Supplemental Narrative

Additional Explanations

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.

Financial Statement Notes

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.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Sharon Green
IRS990/Form990PartVIISectionAGrp/PersonNm3Manny Frietas
IRS990/Form990PartVIISectionAGrp/PersonNm4Kathy Hart
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IRS990/Form990PartVIISectionAGrp/PersonNm8Ann Marie Barragan
IRS990/Form990PartVIISectionAGrp/PersonNm9Lou Mederios
IRS990/Form990PartVIISectionAGrp/PersonNm10Mary McCullough
IRS990/Form990PartVIISectionAGrp/PersonNm11Elias Barocio Jr
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IRS990/Form990PartVIISectionAGrp/PersonNm15Conner Stevens
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IRS990/Form990PartVIISectionAGrp/PersonNm17Seth Muenzer
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IRS990/Form990PartVIISectionAGrp/TitleTxt0District CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1District CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee/COS Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee/Aux Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Dist Brd/Truste
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
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IRS990/MissionDesc0The 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, corporations and foundations.
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IRS990/OtherExpensesGrp/Desc2Rents and Leases
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23573
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IRS990/OtherInd0X
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IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0495213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0640559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0955065
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0281939
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0277758
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0267381
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0230864
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04837
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046462
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-58263
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018845
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt041017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$1.04$0.46$0.58
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.96$0.79$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.38$0.56$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.83$0.33$0.49
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.56$0.62$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.45$0.40$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.47$0.54$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.57$0.56$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.98$1.13$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.51$0.69$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.97$1.30$0.68$1.12$1.18$0.06
2013Summary only. Only limited summary data is available for this year.$1.76$0.98$0.78$1.03$1.19$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$1.53$0.88$1.26
2011Summary only. Only limited summary data is available for this year.$2.21$1.22$1.00$0.57$0.73$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$1.29$1.07$0.57