ST VINCENT HEALTHCARE FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ST VINCENT HEALTHCARE FOUNDATION INC (EIN 81-0468034)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202403129349302020
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T09:57:11-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810468034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST VINCENT HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STVI | BusinessNameControlTxt |
| Phone | 8018427851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 N 30TH STREET | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYLER WILTGEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8018427851 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TYLER WILTGEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 N 30TH STREET | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,869,906 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SEE SCHEDULE O | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,397,586 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,808,663 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,624,108 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,889,675 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$18,289 | PYOtherRevenueAmt |
| CY Other Revenue | -$117,832 | CYOtherRevenueAmt |
| PY Total Revenue | $11,003,405 | PYTotalRevenueAmt |
| CY Total Revenue | $9,580,506 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,575,304 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,747,530 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $733,106 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $856,641 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $545,608 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,618,512 | PYOtherExpensesAmt |
| CY Other Expenses | $1,543,963 | CYOtherExpensesAmt |
| PY Total Expenses | $11,926,922 | PYTotalExpensesAmt |
| CY Total Expenses | $9,148,134 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$923,517 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $432,372 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,494,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,999,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $510,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,681,630 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,983,626 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,317,883 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,426,439 | ExpenseAmt |
| Grant | $6,747,530 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ST. VINCENT HEALTHCARE FOUNDATION SUPPORTS A WIDE VARIETY OF ST. VINCENT HEALTHCARE SERVICES, OUTREACH PROGRAMS, AND COMMUNITY-BASED ORGANIZATIONS ALL FOCUSED ON ACCOMPLISHING OUR MISSION OF IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.THE FOUNDATION WORKS WITH THE HOSPITAL TO SUPPORT THE MONTANA PEDIATRICS PROJECT AND FOUNDED MONTANA'S FIRST PICU STAFFED 24/7 BY BOARD CERTIFIED PEDIATRIC INTENSIVISTS. THAT MEANS THAT NO MATTER THE TIME OF DAY OR NIGHT, A CRITICAL CARE SPECIALIST IS READY TO HELP YOUR CHILD. OUR DEDICATED PICU STAFF ALSO UTILIZE ELECTRONIC RECORDS AND TELEMEDICINE TO ADVISE PEDIATRICIANS THROUGHOUT THE REGION ON THE BEST COURSE OF TREATMENT FOR CHILDREN IN NEED OF CRITICAL CARE. ST. VINCENT HEALTHCARE WAS PART OF THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM. ON APRIL 1, 2022, INTERMOUNTAIN HEALTH CARE, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFILIATED, CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS MORE THAN 66,000 CAREGIVES, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.AS PART OF INTERMOUNTAIN HEALTHCARE, ST. VINCENT FOUNDATION HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.THE FOUNDATION GRANTS DIVISION APPLIES FOR AND ADMINISTERS FEDERAL AND STATE GRANTS THAT OPERATE OUT OF THE HOSPITAL. THE GRANTS HAVE HELPED WITH TELEMEDICINE, ELDER CARE, PEDIATRICS, TRAINING AND OTHER PROGRAMS. ST. VINCENT FOUNDATION PROVIDES AND MANAGES THE FOLLOWING GRANT FUNDS IN SUPPORT OF THE HEALTHCARE NEEDS OF THE COMMUNITY.MT PEDIATRICS PROJECT ENDOWMENTTO PROVIDE SUPPORT FOR THE MONTANA PEDIATRIC PROJECT, WHICH INCLUDES BUT IS NOT LIMITED TO: ASSISTANCE TO FAMILIES WITH HOSPITALIZED CHILDREN, THE COST OF NECESSARY EQUIPMENT, TRANSPORTATION, LODGING, PEDIATRIC INTENSIVE CARE TRAINING, OUTREACH, AND THE REMODELING NEEDS OF THE PEDIATRIC INTENSIVE CARE UNIT.PEDIATRIC SURGEON - F MARS GIFTDESIGNATED FOR RECRUITMENT AND FUNDING OF FORMING THE PEDIATRIC SURGEON PROGRAM INCLUDING SALARY AND OTHER OPERATIONAL COSTS FOR THE PROGRAM.NELLES NURSES SCHOLARSHIP ENDOWMENTFOR THE FURTHERING OF EDUCATION OF INDIVIDUALS IN THE NURSING PROFESSION.MOTHER / NEWBORN OBSTETRICSDESIGNATED FOR THE LABOR AND DELIVERY AND MOTHER/NEWBORN AREA OF THE HOSPITAL. FUNDS WILL PROVIDE UPDATED INFRASTRUCTURE AND EQUIPMENT FOR BIRTHING SUITES AND PATIENT ROOMS.BUILDING CAPITAL FUNDFUNDS DESIGNATED TO SUPPORT CAPITAL BUILDING REQUESTS FROM ST. VINCENT HEALTHCARE.SPIRITUAL CARE ENDOWMENTTO PROVIDE OPERATIONAL SUPPORT FOR EXPENSES INCURRED THROUGH THE SPIRITUAL CARE DEPARTMENT INCLUDING STAFF SALARIES.MEADOWLARK HOUSETHE MEADOWLARK HOUSE PROVIDES FREE HOUSING FOR CANCER PATIENTS UNDERGOING CANCER TREATMENT 4 OR MORE DAYS A WEEK. THIS FUND IS USED TO SUPPORT THE OPERATIONAL EXPENSES OF THE HOMES.MONTANA PEDIATRICS PROJECT TO PROVIDE SUPPORT FOR THE MONTANA PEDIATRIC PROJECT, WHICH INCLUDES BUT IS NOT LIMITED TO: ASSISTANCE TO FAMILIES WITH HOSPITALIZED CHILDREN, THE COST OF NECESSARY EQUIPMENT, TRANSPORTATION, LODGING, PEDIATRIC INTENSIVE CARE TRAINING, OUTREACH, AND THE REMODELING NEEDS OF THE PEDIATRIC INTENSIVE CARE UNIT.CHAPEL/PASTORAL CAREDESIGNATED FOR EXPENSES INCURRED IN THE SPIRITUAL CARE DEPARTMENT.CANCER CARE GREATEST NEEDS ENDOWMENTSUPPORTING THE GREATEST NEED FOR CANCER RELATED SERVICES INCLUDING PATIENT COMPASSION REQUESTS, EQUIPMENT NEEDS AND STAFF EDUCATION.DR. T. JOHNSON MEDICAL SCHOLARSHIP ENDOWMENTTO ADVANCE RURAL MEDICINE BY PROVIDING SCHOLARSHIPS TO EDUCATE AND TRAIN MEDICAL STUDENTS OR MEDICAL RESIDENTS FROM MONTANA WHO ARE PURSUING FAMILY PRACTICE MEDICINE AND/OR ORTHOPEDIC MEDICINE AND HAVE A STRONG COMMITMENT TO SERVING RURAL COMMUNITIES.MT PEDIATRICS PROJECT - PICUTO FINANCIALLY SUPPORT THE PEDIATRIC INTENSIVE CARE UNIT AT ST. VINCENT HEALTHCARE AS NEEDS ARE IDENTIFIED. USED FOR EQUIPMENT, STAFF DEVELOPMENT, TRAINING, OUTREACH, AND REMODELING NEEDS.EMPLOYEE ASSISTANCE FUNDESTABLISHED THROUGH OUR CARING SPIRIT CAMPAIGN, FUNDS ARE USED TO SUPPORT ASSOCIATES EXPERIENCING A CRISIS EVENT IN THEIR LIFE. APPLICANTS MUST BE EMPLOYED WITH ST. VINCENT FOR 6 MONTHS OR MORE TO BE ELIGIBLE AND APPLICATIONS ARE VETTED THROUGH THE CARING SPIRIT LEADERSHIP COMMITTEE. ASSOCIATES DO NOT RECEIVE FUNDS DIRECTLY; PAYMENTS ARE MADE DIRECTLY TO A MORTGAGE COMPANY, UTILITY COMPANY, ETC. TO ENSURE COMPLIANCE WITH TAXABLE INCOME REPORTING.THE FOUNDATION IS COMMITTED TO:WORKING TO IDENTIFY OPPORTUNITIES TO IMPROVE HEALTHCARE AND COMMUNICATING THOSE OPPORTUNITIES TO THOSE WHO MAY BE ABLE TO RESPOND. SHARING A SPECIAL CONCERN FOR THOSE WHO LACK HEALTHCARE AND FOR THOSE WHO ARE POOR. SUPPORTING BASIC HEALTHCARE PROGRAMS TO ASSURE THE WELL-BEING OF COMMUNITY MEMBERS OF ALL AGES. HELPING BUILD VIBRANT COMMUNITIES KNOWN FOR HEALTHY LIVING OPPORTUNITIES. ADVANCING AND SUPPORTING MEDICAL PRACTICE, RESEARCH, AND OUTREACH. STRENGTHENING HEALTHCARE BY RECOGNIZING AND REWARDING OUTSTANDING EMPLOYEES AND ASSOCIATES, BY EXPANDING THEIR PROFESSIONAL LEADERSHIP AND POLICY INFLUENCE, AND BY ENCOURAGING TALENTED PEOPLE TO BECOME HEALTHCARE PROFESSIONALS. STIMULATING CREATIVITY AND PRODUCTIVITY AMONG HEALTHCARE LEADERS. FOSTERING THE INVOLVEMENT OF THE BROAD COMMUNITY IN THE MINISTRY OF ST. VINCENT HEALTHCARE. ST. VINCENT HEALTHCARE FOUNDATION HOSTS SEVERAL ANNUAL FUNDRAISING EVENTS DURING THE YEAR: FORTIN MEMORIAL MEN'S GOLF TOURNAMENTRAISES FUNDS TO SUPPORT ST. VINCENT CHILDREN'S HEALTHCARE. PROCEEDS MAKE IT POSSIBLE TO CARE FOR CRITICALLY ILL AND INJURED CHILDREN. MARYNELL HERINGER WOMEN'S GOLF TOURNAMENTRAISES FUNDS TO SUPPORT WOMEN'S AND CHILDREN'S SERVICES. SAINTS BENEFITRAISES FUNDS TO ENHANCE AND EXPAND THE NEUROLOGY DEPARTMENT AT ST. VINCENT HEALTHCARE. SCHOLARSHIPSST. VINCENT HEALTHCARE FOUNDATION IS COMMITTED TO THE MISSION, VISION AND CORE VALUES OF ST. VINCENT HEALTHCARE. IN HONOR OF TIM GILMORE, DR. THOMAS JOHNSON, RALPH NELLES, DR. ROBERT SNIDER, ST. VINCENT HEALTHCARE VOLUNTEERS AND OTHER GENEROUS DONORS, WE OFFER A NUMBER OF SCHOLARSHIP OPPORTUNITIES TO STUDENTS PURSUING HEALTHCARE CAREERS.- GILMORE NURSING SCHOLARSHIP- THE NELLES NURSE SCHOLARSHIP- THOMAS R. JOHNSON, M.D. MEDICAL SCHOLARSHIP- ROBERT SNIDER, M.D. MEDICAL SCHOLARSHIP- HEALTHCARE CAREER SCHOLARSHIPS- ST. VINCENT HEALTHCARE FOUNDATION MEMORIAL SCHOLARSHIP | Desc |
| Total Program Service Expenses | $7,426,439 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLIN QUINCY | PersonNm |
| Phone | 8014423491 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 SOUTH STATE STREET | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JUSTEN RUDOLPH MD | |||||||
| SECRETARY/TREASURER | 1.00 | 50.00 | Yes (X) | Yes (X) | $0 | $347,559 | $44,633 |
| TYLER WILTGEN | |||||||
| EXECUTIVE DIR FOUNDATION | 50.00 | 0.00 | Yes (X) | $0 | $199,385 | $60,136 | |
| BARRY MCKENZIE MD | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEN BENNETT | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY EDWARDS | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDY SCHULTZ | |||||||
| VICE CHAIR (PARTIAL) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LIONEL TAPIA MD | |||||||
| VICE CHAIR (PARTIAL) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNETTE SCOTT | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT ASPENLIEDER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE EDWARDS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $546,944 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,769 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,278 | FederatedCampaignsAmt |
| Fundraising | $895,981 | FundraisingAmt |
| Related Organizations | $1,891,423 | RelatedOrganizationsAmt |
| Government Grants | $358,305 | GovernmentGrantsAmt |
| All Other Contributions | $3,661,676 | AllOtherContributionsAmt |
| Noncash Contributions | $63,019 | NoncashContributionsAmt |
| Total Contributions | $6,808,663 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $604 | TotalRevenueColumnAmt |
| Exclusion | $604 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,889,071 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,889,071 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,889,071 | TotalRevenueColumnAmt |
| Exclusion | $2,889,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $171,568 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $895,981 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $289,400 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$117,832 | TotalRevenueColumnAmt |
| Exclusion | -$117,832 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,580,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,771,843 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,997,875 | TotalAmt |
| Program Services | $5,997,875 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,655 | TotalAmt |
| Program Services | $748,655 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,520 | TotalAmt |
| Program Services | $25,952 | ProgramServicesAmt |
| Management And General | $103,808 | ManagementAndGeneralAmt |
| Fundraising | $129,760 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,953 | TotalAmt |
| Program Services | $49,995 | ProgramServicesAmt |
| Management And General | $199,981 | ManagementAndGeneralAmt |
| Fundraising | $249,977 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,902 | TotalAmt |
| Program Services | $4,790 | ProgramServicesAmt |
| Management And General | $19,161 | ManagementAndGeneralAmt |
| Fundraising | $23,951 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,266 | TotalAmt |
| Program Services | $4,927 | ProgramServicesAmt |
| Management And General | $19,706 | ManagementAndGeneralAmt |
| Fundraising | $24,633 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,488 | TotalAmt |
| Management And General | $113,488 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,100 | TotalAmt |
| Management And General | $78,100 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,551 | TotalAmt |
| Fundraising | $49,551 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,463 | TotalAmt |
| Management And General | $4,604 | ManagementAndGeneralAmt |
| Fundraising | $5,859 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,642 | TotalAmt |
| Management And General | $22,642 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,486 | TotalAmt |
| Management And General | $16,486 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,455 | TotalAmt |
| Management And General | $9,440 | ManagementAndGeneralAmt |
| Fundraising | $12,015 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,425 | TotalAmt |
| Management And General | $3,707 | ManagementAndGeneralAmt |
| Fundraising | $4,718 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SHARED SERVICES - PHILA | $511,995 | $511,995 | ||
| BANK FEES | $451,441 | $45,144 | $361,153 | $45,144 |
| SUPPLIES | $179,306 | $179,306 | ||
| SHARED SERVICES - ADMIN | $27,825 | $27,825 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,786 | TotalAmt |
| Program Services | $52,786 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,148,134 | TotalAmt |
| Program Services | $7,426,439 | ProgramServicesAmt |
| Management And General | $1,176,087 | ManagementAndGeneralAmt |
| Fundraising | $545,608 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,432,507 | BOYAmt |
| EOY | $1,490,803 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,827,844 | BOYAmt |
| EOY | $2,369,403 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $673,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $673,243 | BOYAmt |
| EOY | $673,243 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,231,582 | BOYAmt |
| EOY | $71,432,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,439 | BOYAmt |
| EOY | $33,297 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,494,615 | BOYAmt |
| EOY | $75,999,513 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,409 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,580 | BOYAmt |
| EOY | $1,681,630 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,989 | BOYAmt |
| EOY | $1,681,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,024,037 | BOYAmt |
| EOY | $39,330,628 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,959,589 | BOYAmt |
| EOY | $34,987,255 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,983,626 | BOYAmt |
| EOY | $74,317,883 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,494,615 | BOYAmt |
| EOY | $75,999,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $432,372 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,882,824 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $19,061 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,141,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,388,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,513,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,397,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,808,663 | CurrentTaxYearAmt |
| Total | $30,249,225 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,141,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,388,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,513,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,397,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,808,663 | CurrentTaxYearAmt |
| Total | $30,249,225 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,965,851 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,283,374 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $604 | CurrentTaxYearAmt |
| Total | $70,430 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $217,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $171,568 | CurrentTaxYearAmt |
| Total | $592,724 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,912,379 | TotalSupportAmt |
| Public Support CY170 | 0.85030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING EVENTS - 2019 AMOUNT: $ 193,894. 2020 AMOUNT: $ 34,882. 2021 AMOUNT: $ 54,999. 2022 AMOUNT: $ 113,436. 2023 AMOUNT: $ 171,568. CHANGE IN SPLIT VALUE AGREEMENT - 2019 AMOUNT: $ 23,945. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,261,047 | BeginningYearBalanceAmt |
| Contributions | $4,087,102 | ContributionsAmt |
| Investment Earnings Or Losses | $3,279,059 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,758,518 | OtherExpendituresAmt |
| End Year Balance | $48,868,690 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,646,748 | BeginningYearBalanceAmt |
| Contributions | $4,202,307 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,202,412 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,385,596 | OtherExpendituresAmt |
| End Year Balance | $47,261,047 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,363,477 | BeginningYearBalanceAmt |
| Contributions | $1,844,356 | ContributionsAmt |
| Investment Earnings Or Losses | $3,880,208 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,441,293 | OtherExpendituresAmt |
| End Year Balance | $56,646,748 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,881,586 | BeginningYearBalanceAmt |
| Contributions | $4,723,259 | ContributionsAmt |
| Investment Earnings Or Losses | $4,256,990 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,498,358 | OtherExpendituresAmt |
| End Year Balance | $54,363,477 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,024,169 | BeginningYearBalanceAmt |
| Contributions | $5,005,363 | ContributionsAmt |
| Investment Earnings Or Losses | $4,621,764 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,769,710 | OtherExpendituresAmt |
| End Year Balance | $48,881,586 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28410 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $134,128 | InvestmentCostOrOtherBasisAmt |
| Book Value | $134,128 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $539,115 | OtherCostOrOtherBasisAmt |
| Book Value | $539,115 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $673,243 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $243,252 |
| INTERCOMPANY PAYABLES | $1,438,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,681,630 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ST. VINCENT HEALTHCARE FOUNDATION'S TEMPORARY ENDOWMENT FUNDS AND EARNINGS FROM THE PERMANENT ENDOWMENT FUNDS SUPPORT ST. VINCENT HEALTHCARE IN AREAS INCLUDING ASSOCIATE EDUCATION, CARDIOVASCULAR, CHARITY CARE, COMMUNITY HEALTH & WELLNESS, GREATEST NEED, MOM/BABY & PEDIATRICS, NEUROSCIENCES, ONCOLOGY, SPIRITUAL CARE, WOMEN'S SERVICES, AND OTHER SERVICES AND PROGRAMS. THERE ARE ALSO BOARD-DESIGNATED ENDOWMENTS WHICH THE BOARD HAS THE RIGHT TO EXPEND AT ANY TIME. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SAINTS BENEFIT | Event1Nm |
| Gross Receipts Event1 | $828,041 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $743,890 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $84,151 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $16,900 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $25,865 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $9,058 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $24,086 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $35,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $41,273 | OtherDirectExpensesEvent1Amt |
| Event2 | PEAKS TO CONGA | Event2Nm |
| Gross Receipts Event2 | $73,567 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $56,382 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,185 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $29,085 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $350 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,878 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,600 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $6,498 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $165,941 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $95,709 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $70,232 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $4,575 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $34,467 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $28,933 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $22,392 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,440 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,067,549 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $895,981 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $171,568 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $21,475 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $89,417 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $38,341 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $49,356 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $36,600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $54,211 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $289,400 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$117,832 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SCL HEALTH - MONTANA DBA ST VINCENT HEALTHCARE | ||||||||
| 1233 NORTH 30TH STREET | BILLINGS | MT | 59101 | 810232124 | 501(C)(3) | $3,639,699 | $0 | SUPPORT CHARITABLE MISSION |
| SISTERS OF CHARITY OF LEAVENWORTH | ||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 237379161 | 501(C)(3) | $2,235,192 | $0 | SUPPORT CHARITABLE MISSION |
| MONTANA AMATEUR SPORTS INC | ||||||||
| 1106 N 30TH STREET | BILLINGS | MT | 59101 | 810431595 | 501(C)(3) | $20,549 | $0 | COMMUNITY WELLNESS |
| NATUROPATHIC EDUCATION AND RESEARCH INC | ||||||||
| 720 N 30TH STREET | BILLINGS | MT | 59101 | 202074303 | 501(C)(3) | $20,000 | $0 | MEDICAL RESEARCH |
| EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS | ||||||||
| 415 N 30TH STEET | BILLINGS | MT | 59101 | 810452904 | 501(C)(3) | $15,500 | $0 | COMMUNITY WELLNESS |
| SURGICAL REVIEW CORP | ||||||||
| PO BOX 18136 | RALEIGH | NC | 27619 | 200472961 | 501(C)(3) | $12,500 | $0 | COMMUNITY WELLNESS |
| BILLINGS SYMPHONY SOCIETY | ||||||||
| 2820 2ND AVE NORTH | BILLINGS | MT | 59101 | 237083873 | 501(C)(3) | $6,500 | $0 | COMMUNITY WELLNESS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PATIENT ASSISTANCE | 590 | $357,974 |
| EMPLOYEE ASSISTANCE | 162 | $160,689 |
| COMMUNITY HEALTH EDUCATION | 2663 | $109,139 |
| SCHOLARSHIPS | 39 | $108,478 |
| COMMUNITY HEALTH EDUCATION | 3000 | $12,375 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING GRANT FUNDS GRANTS ARE MONITORED BY THE GRANTS DIVISION OF THE FOUNDATION. ST. VINCENT FOUNDATION USES A REIMBURSEMENT MODEL FOR ACCESSING FUNDS. THE GRANTS HAVE A DESIGNATED COST CENTER AND ALL EXPENSES FOR THOSE GRANTS ARE VERIFIED FOR ACCURACY, ALLOWABILITY AND APPLICABILITY BEFORE A REQUEST IS MADE FOR FUNDING REIMBURSEMENT. THE REQUESTS FOR REIMBURSEMENT INCLUDE THE SIGNATURES OF BOTH THE PROGRAM DIRECTOR AND GRANTS DIRECTOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUSTEN RUDOLPH MD | ||||||||||||||
| SECRETARY/TREASURER | $0 | $269,288 | $0 | $76,626 | $0 | $1,645 | $0 | $13,691 | $0 | $30,942 | $0 | $392,192 | $0 | $0 |
| TYLER WILTGEN | ||||||||||||||
| EXECUTIVE DIR FOUNDATION | $0 | $181,542 | $0 | $16,882 | $0 | $961 | $0 | $28,428 | $0 | $31,708 | $0 | $259,521 | $0 | $14,368 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SCL HEALTH - MONTANA. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SISTERS OF CHARITY OF LEAVENWORTH HEALTHY SYSYTEM, INC. AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA OF PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION-RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECURIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) COMPENSATION SURVEYS AND STUDIES 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. |
| PART I, LINE 4B | PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES A NONQUALIFIED DEFERRED COMPENSATION PLAN (NQDC) KNOWN AS THE SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NONPROFIT HEALTH SYSTEMS. THIS PLAN ENABLES THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR OF PARTICIPATION. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COSTS AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLAN STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS A ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2023. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE PARTICIPANTS' W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2023 WERE: NONE. |
| ADDITIONAL OFFICER AND BOARD DISCLOSURES | INTERMOUNTAIN HEALTH CARE, INC. AND RELATED TAX-EXEMPT ORGANIZATIONS ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING ACCOUNTABILITY. IN KEEPING WITH INTERMOUNTAIN HEALTH CARE, INC.'S CORE VALUE OF STEWARDSHIP, INTERMOUNTAIN HEALTH CARE, INC.'S BOARD COMPENSATION COMMITTEE (COMMITTEE) HAS RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION ADVISOR. THE COMPENSATION ADVISOR IS RESPONSIBLE FOR ADVISING THE COMMITTEE ON ALL MATTERS RELATING TO EXECUTIVE COMPENSATION INCLUDING SUPPORTING THE COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,435 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,260 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER SUPPLIES | Desc |
| Contribution | 61 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,324 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE J | WEBSITE HTTPS://INTERMOUNTAINHEALTHCARE.ORG/FOUNDATION/ST-VINCENT-FOUNDATION/ |
| FORM 990, PART V, LINE 1A | EXPLANATION FOR NUMBER REPORTED IN BOX 3 OF FORM 1096 THE ORGANIZATION'S EXPENSES ARE PAID BY A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED FORM 1096 AND RELATED 1099 TAX FORMS FOR ANY EXPENDITURE THAT REQUIRES A FORM 1099 TO BE FILED. |
| FORM 990, PART V, LINE 2A | EXPLANATION FOR NUMBER REPORTED ON FORM W-3 THE ORGANIZATION LEASES EMPLOYEES FROM A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED W-3 AND RELATED W-2 TAX FORMS FOR THESE INDIVIDUALS. ACCORDING TO THE FORM 990 INSTRUCTIONS FOR PART IX, WE REFLECT THE LEASED EMPLOYEE'S COMPENSATION ON THE FORM 990, PART IX AS IF THE ORGANIZATION COMPENSATES THESE INDIVIDUALS. |
| FORM 990, PART VI, SECTION A, LINE 6 | SCL HEALTH - MONTANA IS THE SOLE MEMBER OF ST. VINCENT HEALTHCARE FOUNDATION, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | SCL HEALTH - MONTANA, THE SOLE MEMBER OF ST. VINCENT HEALTHCARE FOUNDATION, INC., APPROVES MEMBERS OF ST. VINCENT HEALTHCARE FOUNDATION, INC. BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | SCL HEALTH - MONTANA HAS CERTAIN RESERVE POWERS TO APPROVE CHANGES TO THE ARTICLES OF INCORPORATION AND THE BYLAWS INCLUDING THE APPOINTMENT OR REMOVAL OF BOARD MEMBERS AND THE PRESIDENT/CEO. SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. ALSO HAS CERTAIN RESERVE POWERS OVER ANY CHANGE IN OWNERSHIP OF THE CORPORATION, CHANGE IN MISSION, ACQUISITION OF ASSETS, DISPOSAL OF ASSETS, LEASING OF ASSETS, INCURRENCE OF DEBT, MERGER OR DISSOLUTION, APPROVAL OF STRATEGIC PLANS AND BUDGETS, APPOINTMENT OF AUDITORS AND OVERSIGHT AND APPROVAL OF COMPENSATION AND BENEFITS FOR DIRECTORS, OFFICERS, KEY EMPLOYEES AND PHYSICIANS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE TAX DEPARTMENT OF INTERMOUNTAIN HEALTH CARE, INC. AND SUBSIDIARIES. THE DRAFT FORM 990 IS REVIEWED BY CERTAIN MEMBERS OF SENIOR MANAGEMENT. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT LEAST ANNUALLY. THESE INDIVIDUALS HAVE BEEN INSTRUCTED TO UPDATE THEIR QUESTIONNAIRE INFORMATION IF THEY BECOME AWARE OF A NEW POTENTIAL CONFLICT, OR IF ANY OF THE PREVIOUSLY REPORTED INFORMATION CHANGES. ADDITIONALLY, BOARD MEMBERS ARE ASKED AT THE BEGINNING OF EACH BOARD OR COMMITTEE MEETING IF THEY ARE AWARE OF ANY CONFLICTS. ACCORDING TO POLICY, THE QUESTIONNAIRES ARE COLLECTED AND REVIEWED BY INTERMOUNTAIN'S CHIEF COMPLIANCE OFFICER. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED WITH APPROPRIATE PERSONNEL, WHICH MAY INCLUDE (BUT IS NOT LIMITED TO) THE AUDIT AND COMPLIANCE COMMITTEE CHAIR, SENIOR MANAGEMENT AND THE LEGAL DEPARTMENT. IF AN INDIVIDUAL DISCLOSES A SITUATION THAT POSES A CONFLICT OF INTEREST, A DETERMINATION IS MADE WHETHER THE SITUATION CAN BE MANAGED (SUCH AS BY RECUSAL IN DECISION-MAKING SETTINGS) OR MUST BE ELIMINATED (SUCH AS THROUGH DIVESTITURE OF THE OUTSIDE INTEREST). FINDINGS ARE REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF INTERMOUNTAIN HEALTH CARE, INC. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SCL - HEALTH MONTANA. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA OF PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION-RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. CONSISTENT WITH THE PAY PHILOSOPHY SET BY INTERMOUNTAIN HEALTH CARE, INC.'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) COMPENSATION SURVEYS AND STUDIES 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION B | INDEPENDENT CONTRACTORS THE ORGANIZATION'S EXPENSES ARE PAID BY A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED FORM 1096 AND RELATED 1099 TAX FORMS FOR ANY EXPENDITURE THAT REQUIRES A FORM 1099 TO BE FILED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC | |||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 237379161 | MANAGEMENT OF RELATED TAX EXEMPT HOSPITALS AND HEALTHCARE SERVICES | KS | 501(C)(3) | LINE 12C, III-FI | INTERMOUNTAIN HEALTH CARE INC | Yes (1) | |
| SCL HEALTH FOUNDATION | |||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 823290526 | SUPPORT RELATED TAX EXEMPT ORGANIZATIONS | CO | 501(C)(3) | LINE 7 | SCLHS | Yes (1) | |
| SCL HEALTH RESEARCH INSTITUTE INC | |||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 852014794 | MEDICAL RESEARCH | CO | 501(C)(3) | LINE 4 | SCLHS | Yes (1) | |
| INTEGRITY HEALTH | |||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 474520350 | SUPPORTING ORGANIZATION | CO | 501(C)(3) | LINE 12C, III-FI | SCLHS | Yes (1) | |
| BRIGHTON COMMUNITY HOSPITAL ASSOCIATION | |||||||||||
| 1600 PRAIRIE CENTER PARKWAY | BRIGHTON | CO | 80601 | 840482695 | HOSPITAL SERVICES | CO | 501(C)(3) | LINE 3 | INTEGRITY HEALTH | Yes (1) | |
| PLATTE VALLEY MEDICAL CENTER FOUNDATION | |||||||||||
| 1600 PRAIRIE CENTER PARKWAY | BRIGHTON | CO | 80601 | 742255936 | SUPPORTING ORGANIZATION | CO | 501(C)(3) | LINE 12A, I | BRIGHTON COMMUNITY HOSPITAL ASSOCIATION | Yes (1) | |
| MOUNT ST VINCENT HOME INC | |||||||||||
| 4159 LOWELL BOULEVARD | DENVER | CO | 80211 | 840405260 | RESIDENT CARE | CO | 501(C)(3) | LINE 10 | SCLHS | Yes (1) | |
| NJH-SJH INC | |||||||||||
| 500 ELDORADO BLVD SUITE 4300 | DENVER | CO | 80211 | 471194849 | MANAGEMENT OF RELATED TAX EXEMPT HOSPITALS AND HEALTHCARE SERVICES | CO | 501(C)(3) | LINE 12A, I | SCLHS | Yes (1) | |
| SAINT JOSEPH HOSPITAL INC | |||||||||||
| 1375 EAST 19TH AVENUE | DENVER | CO | 80218 | 840417134 | HOSPITAL SERVICES | CO | 501(C)(3) | LINE 3 | SCLHS | Yes (1) | |
| SAINT JOSEPH HOSPITAL FOUNDATION | |||||||||||
| 1375 EAST 19TH AVENUE | DENVER | CO | 80218 | 840735096 | SUPPORT RELATED TAX EXEMPT ORGANIZATIONS | CO | 501(C)(3) | LINE 7 | SAINT JOSEPH HOSPITAL INC | Yes (1) | |
| SCL HEALTH - FRONT RANGE INC | |||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 841103606 | HOSPITAL SERVICES | CO | 501(C)(3) | LINE 3 | SCLHS | Yes (1) | |
| GOOD SAMARITAN MEDICAL CENTER FOUNDATION | |||||||||||
| 200 EXEMPLA CIRCLE | LAFAYETTE | CO | 80026 | 841649162 | SUPPORT RELATED TAX EXEMPT ORGANIZATIONS | CO | 501(C)(3) | LINE 7 | SCL HEALTH-FRONT RANGE INC | Yes (1) | |
| LUTHERAN MEDICAL CENTER FOUNDATION | |||||||||||
| 8300 WEST 38TH AVENUE | WHEAT RIDGE | CO | 80033 | 208846152 | SUPPORT RELATED TAX EXEMPT ORGANIZATIONS | CO | 501(C)(3) | LINE 7 | SCL HEALTH-FRONT RANGE INC | Yes (1) | |
| ST MARY'S HOSPITAL & MEDICAL CENTER INC | |||||||||||
| 2635 NORTH 7TH STREET | GRAND JUNCTION | CO | 81501 | 840425720 | HOSPITAL SERVICES | CO | 501(C)(3) | LINE 3 | SCLHS | Yes (1) | |
| ST MARY'S HOSPITAL FOUNDATION | |||||||||||
| 2635 NORTH 7TH STREET | GRAND JUNCTION | CO | 81501 | 237001007 | SUPPORTING ORGANIZATION | CO | 501(C)(3) | LINE 12A, I | ST MARY'S HOSPITAL & MEDICAL CENTER INC | Yes (1) | |
| CARITAS CLINICS INC | |||||||||||
| 818 NORTH 7TH STREET | LEAVENWORTH | KS | 66048 | 481009910 | CLINIC SERVICES | KS | 501(C)(3) | LINE 3 | SCLHS | Yes (1) | |
| HOLY ROSARY HEALTHCARE | |||||||||||
| 2600 WILSON STREET | MILES CITY | MT | 59301 | 810231792 | HOSPITAL SERVICES | MT | 501(C)(3) | LINE 3 | SCLHS | Yes (1) | |
| HOLY ROSARY HEALTHCARE FOUNDATION INC | |||||||||||
| 2600 WILSON STREET | MILES CITY | MT | 59301 | 202270238 | SUPPORTING ORGANIZATION | MT | 501(C)(3) | LINE 12A, I | HOLY ROSARY HEALTHCARE | Yes (1) | |
| ST JAMES HEALTHCARE | |||||||||||
| 400 SOUTH CLARK STREET | BUTTE | MT | 59701 | 810231785 | HOSPITAL SERVICES | MT | 501(C)(3) | LINE 3 | SCLHS | Yes (1) | |
| ST JAMES HEALTHCARE FOUNDATION INC | |||||||||||
| 400 SOUTH CLARK STREET | BUTTE | MT | 59701 | 651202190 | SUPPORTING ORGANIZATION | MT | 501(C)(3) | LINE 12A, I | ST JAMES HEALTHCARE | Yes (1) | |
| SCL HEALTH - MONTANA | |||||||||||
| 1233 NORTH 30TH STREET | BILLINGS | MT | 59101 | 810232124 | HOSPITAL SERVICES | MT | 501(C)(3) | LINE 3 | SCLHS | Yes (1) | |
| INTERMOUNTAIN HEALTH CARE INC | |||||||||||
| 36 SOUTH STATE SUITE 2200 | SALT LAKE CITY | UT | 84111 | 870269232 | HOLDING COMPANY | UT | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| INTERMOUNTAIN COMMUNITY CARE FOUNDATION INC | |||||||||||
| 36 SOUTH STATE SUITE 2200 | SALT LAKE CITY | UT | 84111 | 942853320 | COMMUNITY HEALTH | UT | 501(C)(3) | LINE 12B, II | INTERMOUNTAIN HEALTH CARE INC | Yes (1) | |
| SELECTHEALTH INC | |||||||||||
| 5381 GREEN STREET | MURRAY | UT | 84123 | 870409820 | DELIVERY OF HEALTH BENEFITS | UT | 501(C)(4) | INTERMOUNTAIN HEALTH CARE INC | Yes (1) | ||
| INTERMOUNTAIN HEALTH CARE RETIREE VEBA | |||||||||||
| 36 SOUTH STATE SUITE 2200 | SALT LAKE CITY | UT | 84111 | 742675605 | RETIREE BENEFIT | UT | 501(C)(9) | INTERMOUNTAIN HEALTH CARE INC | Yes (1) | ||
| INTERMOUNTAIN HEALTHCARE FOUNDATION INC | |||||||||||
| 36 SOUTH STATE SUITE 2200 | SALT LAKE CITY | UT | 84111 | 800225150 | COMMUNITY HEALTH | UT | 501(C)(3) | LINE 7 | INTERMOUNTAIN HEALTH SERVICES INC | Yes (1) | |
| INTERMOUNTAIN MEDICAL HOLDINGS NEVADA INC | |||||||||||
| 6355 SOUTH BUFFALO | LAS VEGAS | NV | 89113 | 200160881 | HOLDING COMPANY | DE | 501(C)(3) | LINE 3 | INTERMOUNTAIN HEALTH SERVICES INC | Yes (1) | |
| IHC HEALTH SERVICES INC | |||||||||||
| 36 S STATE STREET SUITE 2200 | SALT LAKE CITY | UT | 84111 | 942854057 | HEALTHCARE | UT | 501(C)(3) | LINE 3 | INTERMOUNTAIN HEALTH CARE INC | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SCLH-GI ENDOSCOPY HOLDINGS LLC | ||||||||||
| 382 S ARTHUR AVENUE | LOUISVILLE | CO | 80027 | 812979243 | OUTPATIENT ENDOSCOPY | CO | N/A | 0 | 0 | |
| SCLTDI JV LLC | ||||||||||
| 4200 SIX FORKS ROAD SUITE 1000 | RALEIGH | NC | 27609 | 472294770 | RADIOLOGY | DE | N/A | 0 | 0 | |
| ATHLETIC MEDICINE & PERFORMANCE LLC | ||||||||||
| 1144 NORTH 28TH STREET | BILLINGS | MT | 59101 | 272270640 | PHYSICAL THERAPY | MT | N/A | 0 | 0 | |
| SUMMIT SURGERY CENTER LLC | ||||||||||
| 434 SOUTH CLARK STREET | BUTTE | MT | 59701 | 810536068 | OUTPATIENT SURGERY | MT | N/A | 0 | 0 | |
| GRAND VALLEY SURGICAL CENTER LLC | ||||||||||
| 710 WELLINGTON AVENUE SUITE 21 | GRAND JUNCTION | CO | 81501 | 841505075 | OUTPATIENT SURGERY | CO | N/A | 0 | 0 | |
| HEALTHCARE MANAGEMENT LLC | ||||||||||
| PO BOX 1929 | GRAND JUNCTION | CO | 81502 | 841238904 | MANAGEMENT SERVICES | CO | N/A | 0 | 0 | |
| MONUMENT HEALTH LLC | ||||||||||
| 744 HORIZON CT STE 260 | GRAND JUNCTION | CO | 81506 | 474424617 | HEALTH CARE NETWORK | CO | N/A | 0 | 0 | |
| PAVILION IMAGING LLC | ||||||||||
| 750 WELLINGTON AVENUE | GRAND JUNCTION | CO | 81501 | 030516198 | RADIOLOGY | CO | N/A | 0 | 0 | |
| SAN JUAN CANCER CENTER LLC | ||||||||||
| 600 SOUTH 5TH STREET | MONTROSE | CO | 81401 | 202856331 | OUTPATIENT CANCER | CO | N/A | 0 | 0 | |
| CAREFLIGHT OF THE ROCKIES LLC | ||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 473525381 | MEDICAL AIR TRANSPORT | CO | N/A | 0 | 0 | |
| MED-MAP LLC | ||||||||||
| PO BOX 1295 | BILLINGS | MT | 59103 | 810491356 | RENTAL REAL ESTATE | MT | N/A | 0 | 0 | |
| YELLOWSTONE SURGERY CENTER LLC | ||||||||||
| 1144 NORTH 28TH STREET | BILLINGS | MT | 59101 | 721519467 | OUTPATIENT SURGERY | MT | N/A | 0 | 0 | |
| GALLATIN VALLEY SURGERY CENTER LLC | ||||||||||
| 2825 WEST MAIN STREET SUITE C | BOZEMAN | MT | 59718 | 882505265 | OUTPATIENT SURGERY | MT | N/A | 0 | 0 | |
| FIRST FLIGHT OF WYOMING LLC | ||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 921785143 | MEDICAL AIR TRANSPORT | CO | N/A | 0 | 0 | |
| MCKAY DEE SURGICAL CENTER LLC | ||||||||||
| 3895 HARRISON BLVD STE 200 | OGDEN | UT | 84403 | 260286308 | OUTPATIENT SURGERY | UT | N/A | 0 | 0 | |
| GRANDEUR PEAK INTERNATIONAL STALWARTS LP | ||||||||||
| 136 S MAIN STREET STE 720 | SALT LAKE CITY | UT | 84101 | 475468723 | INVESTMENTS | DE | N/A | 0 | 0 | |
| INNOVATION FUND HOLDINGS COMPANY LLC | ||||||||||
| 1000 WEST FULTON STREET STE 213 | CHICAGO | IL | 60607 | 471525723 | INNOVATION | DE | N/A | 0 | 0 | |
| HEALTHBOX SALT LAKE CITY I LLC | ||||||||||
| 33 WEST MONROE STREET STE 1700 | CHICAGO | IL | 60603 | 465338772 | INNOVATION | DE | N/A | 0 | 0 | |
| INTERMOUNTAIN VENTURES FUND LLC | ||||||||||
| 36 SOUTH STATE SUITE 2200 | SALT LAKE CITY | UT | 84111 | 844037085 | INVESTMENTS | DE | N/A | 0 | 0 | |
| PELION OPPORTUNITY FUND III LLC | ||||||||||
| 2750 E COTTONWOOD PARKWAY STE 600 | SALT LAKE CITY | UT | 84121 | 842757193 | INVESTMENTS | DE | N/A | 0 | 0 | |
| AACP KOREA BUYOUT INVESTORS II LP | ||||||||||
| ONE EMBARCADERO 16TH FLOOR | SAN FRANCISCO | CA | 94111 | 824971663 | INVESTMENTS | N/A | 0 | 0 | CJ | |
| AACP SPECIAL SITUATIONS II LP | ||||||||||
| ONE EMBARCADERO 16TH FLOOR | SAN FRANCISCO | CA | 94111 | 832883726 | INVESTMENTS | N/A | 0 | 0 | CJ | |
| AACP KOREA BUYOUT INVESTORS IV LP | ||||||||||
| ONE EMBARCADERO 16TH FLOOR | SAN FRANCISCO | CA | 94111 | 981549044 | INVESTMENTS | N/A | 0 | 0 | CJ | |
| LOGAN SURGERY CENTER LLC | ||||||||||
| 1300 NORTH 500 EAST | LOGAN | UT | 84341 | 861965725 | OUTPATIENT SURGERY | UT | N/A | 0 | 0 | |
| ST GEORGE SURGERY CENTER LLC | ||||||||||
| 652 SOUTH MEDICAL CENTER DRIVE | ST GEORGE | UT | 84790 | 853880188 | OUTPATIENT SURGERY | UT | N/A | 0 | 0 | |
| SALTZER ASC TEN MILE LLC | ||||||||||
| 875 S VANGUARD WAY SUITE 120 | MERIDIAN | ID | 83642 | 845119941 | OUTPATIENT SURGERY | ID | N/A | 0 | 0 | |
| NORTHPOINTE SURGICAL CENTER LLC | ||||||||||
| 2326 NORTH 400 EAST STE 100 | TOOELE | UT | 84074 | 461487986 | OUTPATIENT SURGERY | UT | N/A | 0 | 0 | |
| HW AE CO-INVESTMENT PARTNERS LP | ||||||||||
| 2500 N MILITARY TRAIL 470 | BOCA RATON | FL | 33431 | 873405511 | INVESTMENTS | DE | N/A | 0 | 0 | |
| PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND LP | ||||||||||
| 5 GREENWICH OFFICE PARK THIRD FLOOR | GREENWICH | CT | 06831 | 853942801 | INVESTMENTS | DE | N/A | 0 | 0 | |
| MURRAY SURGERY CENTER LLC | ||||||||||
| 5848 SOUTH FASHION BOULEVARD | MURRAY | UT | 84107 | 873940183 | OUTPATIENT SURGERY | UT | N/A | 0 | 0 | |
| PROVO SURGERY CENTER LLC | ||||||||||
| 1157 NORTH 300 WEST | PROVO | UT | 84604 | 873623664 | OUTPATIENT SURGERY | UT | N/A | 0 | 0 | |
| SARATOGA SPRINGS SURGERY CENTER LLC | ||||||||||
| 316 W MEDICAL DR | SARATOGA SPRINGS | UT | 84045 | 873875864 | OUTPATIENT SURGERY | UT | N/A | 0 | 0 | |
| PARK CITY SURGERY CENTER LLC | ||||||||||
| 900 ROUND VALLEY DRIVE | PARK CITY | UT | 84060 | 844898736 | OUTPATIENT SURGERY | UT | N/A | 0 | 0 | |
| PARK CITY SURGICAL CENTER REAL ESTATE LLC | ||||||||||
| 900 ROUND VALLEY DRIVE | PARK CITY | UT | 84060 | 862568233 | LEASES LAND | UT | N/A | 0 | 0 | |
| CDHC 3 LLC | ||||||||||
| 265 N COUNTRY MANOR LANE | ALPINE | UT | 84004 | 873215157 | INVESTMENTS | UT | N/A | 0 | 0 | |
| ARK GLOBAL EMERGING COMPANIES LP | ||||||||||
| 22 EAST 100 SOUTH 3RD FLOOR | SALT LAKE CITY | UT | 84111 | 823044843 | INVESTMENTS | UT | N/A | 0 | 0 | |
| PELION OPPORTUNITY FUND IV LLC | ||||||||||
| 14761 S FUTURE WAY SUITE 500 | SALT LAKE CITY | UT | 84020 | 853909188 | INVESTMENTS | UT | N/A | 0 | 0 | |
| LAYTON SURGERY CENTER LLC | ||||||||||
| 265 EAST LAYTON PARKWAY | LAYTON | UT | 84041 | 923229013 | OUTPATIENT SURGERY | UT | N/A | 0 | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARENT LABORATORY SOLUTIONS LLC | |||||||||||||
| 22240 COUNTRY ROAD 39 | LASALLE | CO | 80645 | 320557616 | MEDICAL LABORATORY | CO | N/A | C | Yes (1) | ||||
| CARITAS INC AND SUBSIDIARIES | |||||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 480941069 | HEALTHCARE | KS | N/A | C | Yes (1) | ||||
| WEST END ASSOCIATION INC | |||||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 854261243 | REAL ESTATE MANAGEMENT | MT | N/A | C | Yes (1) | ||||
| LEAVEN INSURANCE COMPANY LTD | |||||||||||||
| 980370522 | INSURANCE | N/A | C | Yes (1) | 23 LIME TREE BAY AVENUE WEST BAY R | GRAND CAYMAN KY | CJ | CJ | |||||
| ROCKY MOUNTAIN ACCOUNTABLE HEALTH NETWORK INC | |||||||||||||
| 500 ELDORADO BLVD SUITE 4300 | BROOMFIELD | CO | 80021 | 463632053 | HEALTHCARE | MT | N/A | C | Yes (1) | ||||
| SELECTHEALTH BENEFIT ASSURANCE COMPANY | |||||||||||||
| 5381 GREEN STREET | MURRAY | UT | 84123 | 870497549 | DELIVERY OF HEALTH BENEFITS | UT | N/A | C | Yes (1) | ||||
| HEALTHCARE CAPTIVE INSURANCE COMPANY | |||||||||||||
| 36 SOUTH STATE SUITE 2200 | SALT LAKE CITY | UT | 84111 | 201937561 | INSURANCE | AZ | N/A | C | Yes (1) | ||||
| ALLUCEO INC | |||||||||||||
| 36 SOUTH STATE SUITE 2200 | SALT LAKE CITY | UT | 84111 | 824614934 | MENTAL HEALTH INTEGRATION SERVICES | DE | N/A | C | Yes (1) | ||||
| SALTZER MEDICAL GROUP INC | |||||||||||||
| 215 EAST HAWAII AVENUE | NAMPA | ID | 83686 | 820299231 | MEDICAL SERVICES | ID | N/A | C | Yes (1) | ||||
| CLASSIC MEDICAL INC | |||||||||||||
| 1021 SOUTH DOUGLAS STREET | SALT LAKE CITY | UT | 84105 | 461141912 | AIRCRAFT HOLDING COMPANY | UT | N/A | C | Yes (1) | ||||
| CLASSIC HELICOPTERS INC | |||||||||||||
| 1021 SOUTH DOUGLAS STREET | SALT LAKE CITY | UT | 84105 | 461153642 | AIRCRAFT HOLDING COMPANY | UT | N/A | C | Yes (1) | ||||
| CULMINATION BIO INC | |||||||||||||
| 36 SOUTH STATE SUITE 2200 | SALT LAKE CITY | UT | 84111 | 365016511 | BIOREPOSITORY | DE | N/A | C | Yes (1) | ||||
| CAN YOU PLAY INC | |||||||||||||
| 1541 SOUTH 120 EAST | FARMINGTON | UT | 84025 | 880846977 | SOFTWARE DEVELOPMENT | UT | N/A | C | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SCL HEALTH - MONTANA | ||
| B | $3,639,699 | CASH |
| SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC | ||
| B | $2,235,192 | CASH |
| SCL HEALTH - MONTANA | ||
| C | $1,868,123 | CASH |
| SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC | ||
| M | $539,820 | FMV |
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