South Okanagan Similkameen Medical Foundation
Public foundation · Penticton, British Columbia · BN 119090793RR0001 · Foundations
Source: T3010 return, FPE 2024-03-31. Split of total expenditures ($5,411,821) as filed with the CRA.
South Okanagan Similkameen Medical Foundation is a public foundation based in Penticton, British Columbia, classified by the CRA under foundations. In its fiscal year ending March 31, 2024, it reported $6.3M in revenue and $5.4M in expenditures.
Its funding that year was roughly 73% from donations. In 2024, 17 other registered charities reported granting it a combined $892K.
Compared with 1,554 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 35% of peers. Its highest-paid positions fell in the $80,000–119,999 range (3 positions in that band). The charity reported 7 permanent full-time positions.
As a grantmaker, it reported gifts to 1 qualified donee totalling $3.9M in 2024, the largest being $3.9M to Interior Health Authority. Its filed list of directors and trustees shows 12 names.
In its own words
Raising funds for hospitals and health service facilities in the south okanagan – similkameen medical equipment and patient care needs
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $6.3M | $5.4M | $411K | — | $3.9M | $15.7M |
| 2023 | $3.6M | $2M | $224K | — | $813K | $14.8M |
| 2022 | $4.1M | $3.1M | $463K | — | $1.8M | $13.2M |
| 2021 | $4.7M | $3.6M | $94K | $4,569 | $2.9M | $12.2M |
| 2020 | $4.9M | $4.5M | — | $70K | $3.1M | $9.7M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $3.9M to 1 qualified donee:
Received $892K from 17 charities:
- Community Foundation of the South Okanagan Similkameen$454K
- Auxiliary to the Penticton Regional Hospital Society$249K
- Kelowna General Hospital Foundation$102K
- CHIMP: Charitable Impact Foundation (Canada)$35K
- Aqueduct Foundation$13K
- Summerland Rotary Charitable Trust Fund$11K
- Canadahelps Canadon$9,044
- Charitable Gift Funds Canada Foundation$5,000
- Djavad Mowafaghian Foundation$5,000
- BenefAction Foundation$2,500
- Survivorship Dragon Boat Team Society$2,400
- Strategic Charitable Giving Foundation$1,880
- The Calgary Foundation$1,580
- Hemisphere Foundation$1,000
- The London Drugs Foundation$1,000
- Canadian Online Giving Foundation$143
- My Tribute Gift Foundation—
As reported on the donors’ own T3010 qualified-donee schedules.
What it pays
Its ten highest-paid positions, by band:
- $80,000–119,9993 positions
- $40,000–79,9992 positions
- $1–39,9992 positions
- Permanent full-time positions7
- Total compensation, all staff$579K
Schedule 3 of its 2024 return. The CRA discloses bands, not names or exact salaries.
Directors & trustees (2024)
Carole Bird (director); Mark Bowland (director); Gar Hatton (director); Chris Little (director); Heather Palberg (director); Ramesh Rikhi (director); James Smirle (director); Peter Steele (board chair); Lorraine Unruh (director); Tara Vanden Pol (treasurer); Christine McGinley (director); Greg Wheeler (director).
As listed on its 2024 return.
Check the source
Every figure on this page is from South Okanagan Similkameen Medical Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 119090793RR0001), or read how we compute the receipt.