2024-11-15T14:36:33-05:00 2023-12-31 262023994 Ilma V Avila CPA 1611 Paramount Blvd Montebello CA 90640 990 2023-01-01 237429685 Beverly Hospital Foundation BEVE 101 E Beverly Blvd STE 104A Montebello CA 90640 Goharik Gabriel CFOSecretary 3237261222 2024-11-09 true true Ilma V Avila P00841856 3238882865 2024-11-15 X 2023 2024-10-15 13:58:12Z X ART REVUELTAS 141824 false X WWW.BEVERLY.ORG/FOUNDATION X 1974 CA TO SUPPORT BEVERLY COMMUNITY HOSPITAL ASSOCIATION (BCHA), A 501(C)(3) CORPORATION. 21 20 0 0 0 852613 133783 0 13599 8041 0 866212 141824 501469 722266 0 194341 52281 0 0 112170 34366 807980 808913 58232 -667089 2653275 2096102 -269995 0 2923270 2096102 X TO SUPPORT BEVERLY COMMUNITY HOSPITAL ASSOCIATION (BCHA), A 501(C)(3) CORPORATION. false true 722266 722266 141824 BEVERLY HOSPITAL FOUNDATION IS OPERATED SOLELY FOR THE BENEFIT OF BEVERLY COMMUNITY HOSPITAL ASSOCIATION, A 501(C)(3)ORGANIZATION. IT ENGAGES IN THE SOLICITATION, RECEIPT, AND ADMINITRATION OF FUNDS TO SUPPORT HOSPITAL PROGRAMS, INCLUDING THE ACQUISITION OF EQUIPMENT AND TECHNOLOGY, AND SUPPORT OF EXPANSION PROJECTS. DURING THE 2022 TAX YEAR, THE FOUNDATION GRANTED $501,469 TO THE HOSPITAL. 722266 true false false false false false false false false true false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false false true 0 0 true 0 false false false false false false false false false X 21 20 true false false false true true true true true false false true true true true true true false false false CA X Ilma V Avila 3238882865 1611 Paramount Blvd Montebello CA 90640 X BARBARA RISHER WELCH DIRECTOR 1.00 0.00 X 0 0 0 BERNADETTE HENSEL DIRECTOR 1.00 0.00 X 0 0 0 DAVID HORNBACK DIRECTOR 0.00 0.00 X 0 0 0 RALPH HANSEN PAST PRESIDENT 1.00 4.00 X X 0 0 0 GABRIEL GOHARIK CFO SECRETARY 1.00 4.00 X X 0 0 0 ART REVUELTAS PRESIDENT CEO 5.00 5.00 X X 0 0 0 SHUSHMA PATEL FORMER DIRECTOR 1.00 0.00 X 0 0 0 JAY NOMURA FORMER DIRECTOR 1.00 0.00 X 0 0 0 JOHN LEMUCCHI FORMER DIRECTOR 1.00 0.00 X 0 0 0 NOOR ZUBEIDA KAHN FORMER DIRECTOR 1.00 0.00 X 0 0 0 KATHY SCHLOTZ FORMER DIRECTOR 1.00 0.00 X 0 0 0 ERNEST PERALTA FORMER DIRECTOR 1.00 0.00 X 0 0 0 BETTY PERALTA FORMER DIRECTOR 1.00 0.00 X 0 0 0 DEANNA KHAN FORMER DIRECTOR 1.00 0.00 X 0 0 0 EDGAR MORALES FORMER DIRECTOR 1.00 0.00 X 0 0 0 LESTER FUJIMOTO FORMER CEO 5.00 5.00 X 0 0 0 JULIE FRANCE FORMER DIRECTOR 1.00 4.00 X 0 0 0 CAROL HANSEN FORMER DIRECTOR 1.00 0.00 X 0 0 0 BRENNAN HUGHES FORMER DIRECTOR 1.00 0.00 X 0 0 0 SHERALY KHWAJA FORMER DIRECTOR 1.00 0.00 X 0 0 0 DARRELL HEACOCK FORMER DIRECTOR 1.00 0.00 X 0 0 0 CHARINA HOLMES FORMER DIRECTOR 1.00 0.00 X 0 0 0 0 0 0 0 true false false 133783 133783 8041 8041 141824 0 0 8041 X 722266 722266 47305 47305 4976 4976 22238 22238 10311 10311 Service Fees 55 55 Other Expenses 1762 1762 808913 722266 86647 0 453627 369523 1635157 1726579 564491 2653275 2096102 -269995 -269995 0 X 1288113 944678 1635157 1151424 2923270 2096102 2653275 2096102 -667089 -160079 0 X false false false X 1434343 728200 784591 852613 133783 3933530 1434343 728200 784591 852613 133783 3933530 3933530 12609 24128 29265 -443 8041 73600 4007130 0.98160 0.97930 X 1635157 91422 1726579 1137200 497957 1635157 1137200 169669 169669 1137200 1000000 137200 354389 354389 1137200 1000000 156866 156866 1000000 false false false false false false false false false LESTER FUJIMOTO FORMER CEO JULIE FRANCE FORMER DIRECTOR DEANNA KHAN MD FORMER DIRECTOR EDGAR MORALES FORMER DIRECTOR CAROL HANSEN FORMER DIRECTOR DARRELL HEACOCK FORMER DIRECTOR CHARINA HOLMES DC FORMER DIRECTOR BRENNAN HUGHES DMD FORMER DIRECTOR SHERALY KHWAJA FORMER DIRECTOR JOHN LEMUCCHI FORMER DIRECTOR JAY NOMURA FORMER DIRECTOR SHUSHMA PATEL FORMER DIRECTOR BETTY PERALTA FORMER DIRECTOR ERNEST PERALTA FORMER DIRECTOR KATHY SCHLOTZ FORMER DIRECTOR NOOR ZUBEIDA KAHN FORMER DIRECTOR Officer directors etc family relationship Part VI line 2 CAROL HANSEN AND RALPH HANSEN, D.M.D. HAVE A FAMILY RELATIONSHIP. BETTY PERALTA AND ERNEST PERALTA HAVE A FAMILY RELATIONSHIP. Members or stockholder classes and rights Part VI line 6 BEVERLY HOSPITAL FOUNDATION HAS HAD ONE MEMBER, BEVERLY COMMUNITY HOSPITAL ASSOCIATION (BCHA), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THE ORGANIZATION HAS 21 VOTING MEMBERS IN THE GOVERNING BODY. Member election for additional members Part VI line 7a THE ORGANIZATIONS SOLE MEMBER, BCHA, HAD THE POWER TO ELECT MEMBERS OF BEVERLY HOSPITAL FOUNDATIONS BOARD OF TRUSTEES. THE ORGANIZATION HAS 21 VOTING MEMBERS WITH THE POWER TO VOTE AND ELECT THE DIRECTORS AND OFFICERS OF THE GOVERNING BODY. Governing body decisions Part VI line 7b THE FOLLOWING ARE THE MATTERS WHICH MUST BE SUBMITTED TO, AND RECEIVE THE APPROVAL OF, BEVERLY HOSPITAL FOUNDATIONS SOLE MEMBER, BCHA: THE AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION, BYLAWS, AND OPERATING PROCEDURES; THE MERGER, CONSOLIDATION, OR DISSOLUTION OF BEVERLY HOSPITAL FOUNDATION; THE ADOPTION AND IMPLEMENTATION OF PERSONNEL POLICIES; AND ANY OTHER MATTER WHICH MAY BE SPECIFIED BY BCHA. THE GOVERNANCE DECISIONS OF THE ORGANIZATION ARE SUBJECT TO APPROVAL BY THE OFFICERS AND DIRECTORS OF THE GOVERNING BODY. Form 990 governing body review Part VI line 11 A PUBLIC ACCOUNTING FIRM PREPARED THE FORM 990 IN CONJUNCTION WITH THE ORGANIZATIONS ACCOUNTING AND FINANCE STAFF. THE DRAFT FORM 990 IS INITIALLY REVIEWED BY THE FOUNDATIONS BOARD PRESIDENT OF DEVELOPMENT AND COMMUNITY RELATIONS; CORRECTIONS OR ADJUSTMENTS ARE MADE, AS NECESSARY. THE COMPLETED FORM 990 IS THEN REVIEWED IN ITS ENTIRETY BY ALL MEMBERS OF THE GOVERNING BOARD BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION PROVIDED A COPY OF FORM 990 TO ALL THE MEMBERS OF THE GOVERNING BODY. FORM 990 WAS SENT TO GOVERNING BOARD & CHAPTER 11 TRUSTEE FOR APPROVAL. Conflict of interest policy compliance Part VI line 12c ALL MEMBERS OF THE BOARD OF DIRECTORS COMPLETE A QUESTIONNAIRE ANNUALLY. QUESTIONNAIRES ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE GOVERNANCE COMMITTEE REFERS A CONFLICT OF INTEREST MATTER TO THE AUDIT & COMPLIANCE COMMITTEE OF BCHA WHEN THE GOVERNANCE COMMITTEE DEEMS IT APPROPRIATE IN INSTANCES WHEN A MEMBER OF THE GOVERNANCE COMMITTEE MAY HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE MATTER BEFORE THE COMMITTEE. IF A CONFLICT IS IDENTIFIED, THE CONFLICTED INDIVIDUAL DOES NOT PARTICIPATE IN DELIBERATIONS AND DECISIONS IMPACTING THE CONFLICTED MATTER. THE ORGANIZATION CONSISTENTLY MONITORS AND FOLLOWS A SCREENING PROCESS OF ITS MEMBERS AND EMPLOYEES TO COMPLY WITH THE CONFLICT-OF-INTEREST POLICY. CEO executive director top management comp Part VI line 15a BEVERLY HOSPITAL FOUNDATION DOES NOT COMPENSATE ANY OF ITS EMPLOYEES; RATHER, THE VICE PRESIDENT OF DEVELOPMENT AND COMMUNITY RELATIONS IS A PAID EMPLOYEE OF BEVERLY COMMUNITY HOSPITAL ASSOCIATION (BCHA) A RELATED ORGANIZATION. THE COMPENSATION FOR THE VICE PRESIDENT OF DEVELOPMENT AND COMMUNITY RELATIONS IS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BCHA BOARD OF DIRECTORS, WHICH TAKES INTO ACCOUNT AN ANNUAL SURVEY AND STUDY COMPLETED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. Governing documents etc available to public Part VI line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST THE ORGANIZATION HAS A RECORD KEEPING POLICY WHICH INCLUDES PROVIDING THE ACCESS TO THE PUBLIC RECORDS OF THE ORGANIZATION ANO MAKING THEM ACCESSIBLE TO THE MEMBERS, EMPLOYEES. AND ANY OTHER INDIVIDUAL WHO REQUEST ACCESS TO THE DOCUMENTATION. Cessation of or significant change to any program service Part III line 3 THE ONEGOING CHAPTER 11 BANKRUPTCY PROCEEDINGS BY HOSPITAL STOPPED ALL ACTIVITY AS OF APRIL 2023. List of other fees for services expenses Part IX line 11g PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES $22,238. TOTAL EXPENSES $22,238. General explanation attachment BEVERLY HOSPITAL FOUNDATION FEIN: 23-7429685, BEING PART OF THE OBLIGATED GROUP WITH RESPECT TO DEBTOR, BEVERLY COMMUNITY HOSPITAL, FILED A VOLUNTARY PETITION UNDER CHAPTER 11 OF THE UNITED STATES BANKRUPTCY CODE (CASE NO. 2:23-BK-12361 SK). SUBSEQUENT TO FILING, HOWARD EHRENBERG WAS APPOINTED TRUSTEE TO ADMINISTER THE AFFAIRS OF THE BANKRUPTCY ESTATE. ASSETS OF THE ESTATE, THE ASSETS OF THE BUSINESS. OTHER EXPENSES INCLUDE CERTAIN ADMINISTRATIVE COSTS AND SIMILAR OTHER ITEMS INCURRED BY THE TRUSTEE. CERTAIN OTHER INCURRED AND UNPAID LIABILITIES OF THE BANKRUPTCY ESTATE INCUDE TRUSTEE, LEGAL AND ACCOUNTING EXPENSES WHICH HAVE BEEN ACCRUED. ANY REMAINING EXPENSES AND NON-DEDUCTED FEES WILL BE PAID AT THE CONCLUSION OF THE CASE, WHICH IS ANTICIPATED TO CLOSE DURING 2024. ACCOUNTING RECORDS IN CONNECTION WITH THE TAXPAYERS INSOLVENCY, MANY ACCOUNTING RECORDS WERE NOT ADEQUATELY MAINTAINED ANO/OR WERE NOT PROVIDED TO THE TRUSTEE. RECORDS AND INFORMATION NECESSARY TO PROVIDE A COMPLETE AND ACCURATE ACCOUNTING ARE NOT AVAILABLE AND CANNOT BE RECONSTRUCTED. CONSEQUENTLY, NO ASSURANCE CAN BE PROVIDED BY EITHER THE TRUSTEE OR THE TAX PREPARER THAT THE RETURNS BEING FILED ACCURATELY REFLECT ALL TRANSACTIONS OF THE DEBTOR AND HIS RELATED TAX LIABILITY. TO THE EXTENT THAT ACCOUNTING TRANSACTIONS, RECORDS AND OTHER INFORMATION WERE AVAILABLE OR COULD BE RECONSTRUCTED; SUCH INFORMATION HAS BEEN INCLUDED HEREIN AND USED AS THE BASIS FOR COMPUTATION OF THE TAXPAYERS INCOME TAX LIABILITY. FORM 990 TAX RETURN FYE 12/31/23 ON OCTOBER 24, 2024. ALL ASSETS AND BUSINESS OPERATIONS OF THIS TAXPAYER AND ITS RELATED ENTITIES, BEVERLY COMMUNITY HOSPITAL ASSOCIATION AND MONTEBELLO COMMUNITY HEALTH SERVICES, INC. WERE SOLD AND OPERATIONS OF THE HOSPITAL WERE TERMINATED. AS SUCH, FORMER EMPLOYEES WERE NOT AVAILABLE TO PROVIDE ACCOUNTING RECORDS AND INFORMATION REQUIRED TO PREPARE A COMPLETE TAX RETURN WITH ASSURANCE OF ALL ACCURACY. CONSEQUENTLY, THE ATTACHED TAX RETURN HAS BEEN PREPARED WITH INFORMATION AVAILABLE, BUT NO ASSURANCE OF COMPLETE ACCURAY IS PROVIDED BY EITHER THE TRUSTEE, HIS COUNSEL OR TAX PREPARER. THIS CASE IS STILL BEING ADMINISTERED BY THE TRUSTEE. MONTEBELLO COMMUNITY HOSPITAL 309 WEST BEVERLY BOULEVARD MONTEBELLO CA 90640 CA N/A 1MONTEBELLO COMMUNITY HEALTH SERV 309 WEST BEVERLY BOULEVARD MONTEBELLO CA 90640 953823550 SUPPORT BEVERLY COMMUNITY HOSPITAL ASSOCIATION CA 501C3 12b BEVERLY COMMUNITY HOSPITAL ASSOCIATION false 2BEVERLY COMMUNITY HOSPITAL ASSOC 309 WEST BEVERLY BOULEVARD MONTEBELLO CA 90640 951816005 NON-PROFIT HOSPITAL CA 501C3 3 N/A false BEVERLY MSO 309 WEST BEVERLY BOULEVARD MONTEBELLO CA 90640 MANAGEMENT SERVICE ORGANIZATION CA N/A C Corp