Health—General & Rehabilitative

PALOMAR HEALTH FOUNDATION

To heal, comfort, and promote health in the communities we serve.

Escondido, CA

Mission

To heal, comfort, and promote health in the communities we serve.

Ruling Year

1987

Vice President of Philanthropy

Mr. Wayne Herron

Main Address

960 Canterbury Place, Suite 200

Escondido, CA 92025 USA

Keywords

Health District, Hospital

EIN

93-3573154

 Number

0725068175

Cause Area (NTEE Code)

Single Organization Support (E11)

IRS Filing Requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Social Media

Programs + Results

What we aim to solve

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Our Sustainable Development Goals

Learn more about Sustainable Development Goals.

3

Our programs

What are the organization's current programs, how do they measure success, and who do the programs serve?

SOURCE: Self-reported by organization

Forensic Health Services

Bariatric Center of Exellence

Heart and Vascular Center

Home Health Services

Jean McLaughlin Women's Center for Health and Healing

Orthopedic and Spine Center

Stroke Center of Excellence

Wound Care Centers

Where we work

Charting Impact

Five powerful questions that require reflection about what really matters - results.

SOURCE: Self-reported by organization

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

How will they know if they are making progress?

What have they accomplished so far and what's next?

Palomar Health will be the health system of choice for patients, physicians, and employees, recognized nationally for the highest quality of clinical care and access to comprehensive services. The Palomar Health Foundation will work towards fulfilling Palomar Health's highest and most urgent needs.

Accomplishment of goals is to be achieved through an active and invested Board of Directors. Reaffirmation of goals and commitments by Board Members is done 1:1 with each member quarterly. Active participation in planning sessions with Hospital leadership also enables fundraising activities to be as nimble and metric centered as possible.

The Foundation underwent a 2015 organizational assessment by an nationally known outside consultant, the first since its inception in 1984. The right-sizing of personnel, job functions and reduction and/or elimination of gift processing redundancies has created a more streamlined system of cultivation, solicitation and stewardship to ensure donor relationships are valued, honored, recognized and renewed. During this organizational audit, the consultant indicated that our Employee Giving campaign was one of the most successful they had ever reviewed. More than 4,400 employees work for Palomar Health; and more than 80% of these employees give between $25 and $25,000 annually through payroll deductions.

In addition to tracking our fundraising progress against our own fundraising budget, expense and activity plans, philanthropic engagement and outcomes are reported in the Hospital's monthly and annual metric dashboard. For the next several years, the strongest indicators of our success will be increasing our average gift size, and growing our annual support program through the acquisition and renewal of gifts between $25 and $10,000 dollars.

A significant clean-up and re-code effort of our donor database has been ongoing for the past 12 months. This effort coupled with the recruiting a proficient outside consultant to help with large conversion/correction projects has been extremely productive. The reduction of duplicate records and focused research to verify older database information has produced a more robust system with more detailed giving trends, profiles and other analytical information.

External Reviews

Financials

PALOMAR HEALTH FOUNDATION

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  • Forms 990 for 2018, 2017 and 2016
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Operations

The people, governance practices, and partners that make the organization tick.

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FREE: Gain immediate access to the following:

  • Address, phone, website and contact information
  • Forms 990 for 2018, 2017 and 2016
  • A Pro report is also available for this organization.

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Board Leadership Practices

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

SOURCE: Self-reported by organization

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?

Yes

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?

Yes

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?

Yes

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?

Yes

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?

No