2024-03-13T06:58:02-05:00 2023-06-30 742752212 MASSEY ITSCHNER & CO PC 820 MAIN STREET SUITE 101 KERRVILLE TX 78028 990 2022-07-01 742645149 PETERSON HEALTH FOUNDATION PETE 8302587411 551 HILL COUNTRY DRIVE KERRVILLE TX 78028 LISA MEDOVICH SECRETARY/TREASURER 8302587411 2024-03-12 1 LISA MEDOVICH 999009999 1 CASEY T MIKESKA P01435690 8302575330 2024-03-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CECIL ATKISSION 551 HILL COUNTRY DRIVE KERRVILLE TX 78028 4190839 0 X N/A X 1992 TX THE FOUNDATION WILL ENCOURAGE, CULTIVATE AND GENERATE OPPORTUNITIES FOR PHILANTHROPIC ACTIVITIES THAT WILL ENABLE CONTINUED STRENGTH, VIABILITY, AND ADVANCEMENT OF PRMC. 17 16 5 0 0 0 10910818 1773995 0 0 708104 187241 -43849 -150380 11575073 1810856 4359667 7178451 0 0 299130 258081 0 0 271963 44124 301187 4702921 7737719 6872152 -5926863 14947803 9372252 49925 65000 14897878 9307252 THE FOUNDATION WILL RAISE FUNDS AND MAKE FRIENDS TO ACCOMPLISH THE MISSION OF PETERSON HEALTH. 0 0 7279468 7178451 PRMC FOUNDATION PROVIDES GRANTS TO THE MEMBER, SID PETERSON MEMORIAL HOSPITAL IN SUPPORT OF PROGRAMS, FACILITIES, AND EQUIPMENT. 7279468 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 5 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X THE ORGANIZATION 8302587411 551 HILL COUNTRY DRIVE KERRVILLE TX 78028 CECIL R ATKISSON PRESIDENT 2.50 X X 0 0 0 DIANE GREEN TRUSTEE 2.50 X X 0 0 0 GLENN ANDREW TRUSTEE 2.50 X 0 0 0 CURTIS FINLEY VICE PRESIDENT 2.50 X X 0 0 0 MINDY WENDELE HOLLOWAY TRUSTEE 2.50 X 0 0 0 TAMMY PROUT TRUSTEE 2.50 X 0 0 0 JANE RAGSDALE TRUSTEE 2.50 X 0 0 0 BRUCE STRACKE TRUSTEE 2.50 X 0 0 0 ROY THOMPSON TRUSTEE 2.50 X 0 0 0 MIKE WILSON TRUSTEE 2.50 X 0 0 0 MIKE HUGHES TRUSTEE 2.50 X 0 0 0 RISA PARKER TRUSTEE 2.50 X 0 0 0 MISSY HOELSCHER TRUSTEE 2.50 X 0 0 0 BRUCE RICE TRUSTEE 2.50 X 0 0 0 MARY ELLEN SUMMERLIN TRUSTEE 2.50 X 0 0 0 AMANDA WILLIAMS TRUSTEE 2.50 X 0 0 0 NELLWYN BARNETT DIRECTOR OF DEVELOPMENT 40.00 X 0 84825 24913 0 84825 24913 0 0 0 0 0 748766 575587 449642 1773995 174750 174750 2242094 2229603 12491 12491 12491 0 748766 150380 -150380 -150380 1810856 0 0 36861 7178451 7178451 191691 191691 52724 52724 13666 13666 3347 3347 29396 29396 238357 101017 133432 3908 3770 3770 5325 5325 9337 9337 1681 1681 MISCELLANEOUS 7013 7013 DONOR REALATIONS 1862 1862 SPECIAL PROJECTS 1099 1099 7737719 7279468 186288 271963 343602 650849 7873427 3391603 40922 0 6689852 5329800 14947803 9372252 0 65000 49925 0 49925 65000 X 2383809 2596525 12514069 6710727 14897878 9307252 14947803 9372252 -5926863 336237 0 X X 0 1 X 1 0 X X 1 SID PETERSON MEMORIAL HOSPITAL 742557820 3 1 7178451 0 1 7178451 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 610331 220000 610331 220000 649819 -36206 3282 610331 523726 130266 4173 649819 528011 158 4443 523726 515846 16674 4509 528011 1.00000 0 0 0 PART V, LINE 4: THE ENDOWMENT FUND IS MAINTAINED FOR THE BENEFIT OF THE PETERSON REGIONAL MEDICAL CENTER, AND ARE TO BE USED PRIMARILY TO FUND EQUIPMENT IMPROVEMENTS/UPGRADES AND SCHOLARSHIPS. A SMALL PORTION MAY ALSO BE USED FOR RECRUITMENT OF PHYSICIANS, NURSES AND OTHER ADVANCED PRACTICE PROVIDERS. TREE OF LIGHTS GALA 218920 218920 150380 CAPITAL CAMPAIGN 120500 120500 9 409346 409346 748766 748766 150380 150380 -150380 1 PETERSON REGIONAL MEDICAL CENTER 551 HILL COUNTRY DRIVE KERRVILLE TX 78028 742557820 501(C)(3) 7178451 0 GENERAL OPERATIONAL SUPPORT FORM 990, PART VI, SECTION A, LINE 6 SOLE MEMBER STOCKHOLDER: THE SOLE MEMBER OF THE ORGANIZATION IS SID PETERSON MEMORIAL HOSPITAL. FORM 990, PART VI, SECTION A, LINE 7A RIGHTS OF THE STOCKHOLDERS: MEMBER HAS RIGHT TO APPROVE OR DISAPPROVE BOARD MEMBERS THAT HAVE BEEN ELECTED. FORM 990, PART VI, SECTION A, LINE 7B RIGHTS OF THE GOVERNING BODY: THE MEMBER CONTROLS THE ELECTION, NUMBER AND QUALIFICATION OF THE BOARD OF DIRECTORS. THE MEMBER (WITH THE VOTE, CONSENT, OR CONCURRENCE OF TWO-THIRDS OF THE FIRECTORS IN OFFICE) SHALL APPROVE ANY AMENDEMENTS TO THE CERTIFICATE OF FORMATION AND THE BYLAWS OF THE FOUNDATION, DIRECT THE TRANSFER OF ALL OR PART OF THE FOUNDATION'S DIFFERENT FUNDSTO A NEW OF DIFFERENT CORPORATION ORGANIZED EXCLUSIVELY FOR CHARTIABLE PURPOSES AND QUALIFIED FOR TAX EXEMPT PURPOSES TO THE SAME EXTENT AS THIS FOUNDATION AND MAY TERMINATE AND DISSOLVE THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B PROCESS FOR REVIEW OF THE FORM 990: THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, THE ORGANIZATION'S INTERNAL ACCOUNTANTS REVIEW THE RETURN PRIOR TO FILING. A COMMITTEE WILL DO A DETAILED REVIEW FOR PRESENTATION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: MEMBERS OF THE PRMC FOUNDATION BOARD OF DIRECTORS ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY. THIS POLICY IS THE IDENTICAL POLICY UTILIZED BY THE BOARD OF DIRECTORS OF THE MEMBER, SID PETERSON MEMORIAL HOSPITAL. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL. THEREFORE, THESE TWO QUESTIONS ARE NOT APPLICABLE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS MADE AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PETERSON REGIONAL MEDICAL CENTER 551 HILL COUNTRY DRIVE KERRVILLE TX 78028 742557820 HOSPITAL TX 501(C)(3) LINE 3 0 PETERSON MEDICAL ASSOCIATES 551 HILL COUNTRY DRIVE KERRVILLE TX 78028 272184637 HEALTHCARE TX PETERSON REGIONAL MEDICAL CENTER C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETERSON REGIONAL MEDICAL CENTER C 575587 FAIR MARKET VALUE